manufacturing
4 statements across 3 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Jul 11, 2025 by Ryan Petersen · across every show →
Everything said about manufacturing, oldest first
Jul 11, 2025 positive
Petersen: China is now the highest-quality manufacturer, not cheap labor
“You're not in China anymore for cheap labor. Like, you're there because they're the best at manufacturing things. Which is a really interesting story over the last 20 years that they became the highest quality manufacturer. Not just the, not, they're not the c…”
Jan 16, 2026 neutral
Mensch: Advanced robotics will deploy first in manufacturing and firefighting
“Strategically in robotics, I believe we'll see deployment of such systems first in areas where you don't want to send humans. So firefighting, I think is a very good example. So when the risk and benefit the risk of deploying the system is way under the benefi…”
Jan 16, 2026 bearish
Mensch: In-home humanoid robots will face long timelines like autonomous vehicles
“And so the same way we've been waiting for self-driving car for the last 15 years, we'll be probably waiting for like humanoid robotics in house for meaningful time. And before that, what we'll see is at scale deployment in manufacturing.”