manufacturing

“And also by being vertically focused on a couple of key verticals, you end up with a lot more standardization on like the technology that we're integrating with. So like, if you go after paper as one industry, they tend to look very similar and they tend to ha…”

“And if we can make it efficiently, we can make it close to where it should be consumed and we shouldn't just be shipping it off to wherever it's cheapest in the world.”

“I also think it's going to take a decade of sustained policy to go do it properly. So it has to survive multiple terms of the sustained tariff or subsidy policy to really reinvigorate it.”

“When you disconnect production from design, you get very bad at design.”

“In order to actually use AI in an effective way in manufacturing, you have to lay down the structure first. You have to collect that tribal knowledge.”

“Defense is a very unique world where you're going to build a lot of different products at relatively low volumes.”

“Even if there was complete labor cost parity, we still don't have the ability To just magically reshore a lot of these critical components that are going to be important to the next 50 or a hundred years.”

“You can go into software companies and everyone kind of looks the same, but everybody at these manufacturing and factory jobs, they all have a role and they're all different.”