Ryan McIntosh predicts it may take the United States years or decades to develop an industrial and political ecosystem comparable to China's.

The United States possesses the engineering and technical capability to match China's technology, including in specialized areas like rare earth element separation and processing.

Ryan McIntosh predicts that owning domestic supply chains for components like batteries, power electronics, and motors will become increasingly critical for national economic and military power as AI ...

To successfully build advanced industrial companies in the United States, firms must blend Silicon Valley software talent with industrial veterans, as exemplified by SpaceX hiring Gwynne Shotwell from...

The primary challenge for the United States in competing with China's industrial base is not a lack of technology, but the difficulty in building a low-cost, at-scale industrial ecosystem.

China possesses a mature industrial ecosystem with multiple tiers of suppliers for components and raw materials, which the United States currently lacks.

Companies like SpaceX and Anduril are forced to vertically integrate their supply chains out of necessity due to the absence of a scalable supplier ecosystem in the U.S., not as a primary strategic ch...