supply chain

“We've basically offshored so many of the elements that are necessary for our national survival, and I think those elements have to be brought back so that America is safe and independent.”

“And what will happen is this quarter, next quarter, Businesses that you didn't realize and didn't expect are going to get hit with supply chain problems are suddenly going to say, guess what? Our revenue is off by 20, 30% because we couldn't sell this product …”

“And now I think the big trend for the next decade or two, everyone's going to have like a institutional memory of this. And you're going to see companies that are going to start to vertically integrate supply chains. They're going to vertically integrate their…”

“This is like, this is the era of, it's as if it's, you know, the 19 teens, and Ford is just out. I mean, there is an entire supply chain, and it's not just EVs, it's wind turbines, it's drones, it's robots, and it needs to be a bunch of real stuff that we all …”

“That, that ends up with just lots of economic distortions that everybody on the right would have called, you know, the left socialists. For trying to kind of implement central planning around supply chains.”