Noah Smith advocates for the U.S. to establish entirely free trade with its allies to pool markets and achieve a manufacturing scale comparable to China's.

Jeffrey Hinton's prediction that AI would make radiologists obsolete within a specific timeframe proved incorrect, as by that time, both wages and employment for radiologists were higher than ever.

Noah Smith observes that countries with high manufacturing shares, such as Germany and South Korea, also have extremely low fertility rates, low family formation, and high divorce rates.

Noah Smith supports targeted tariffs on China's strategic industries but opposes tariffs on non-strategic goods like clothing and toys.

Since the announcement of former President Trump's tariffs, U.S. manufacturing indicators such as PMIs, purchasing orders, and investment plans have shown deterioration.

During the 1990s and 2000s, U.S. industrial output and manufacturing productivity were rising despite the country having its largest trade deficits ever.

Elon Musk has advocated for a complete free trade zone between the U.S. and Europe to allow manufacturers in both regions to achieve greater scale.

The recent boom in U.S. factory construction has reversed, with the pace of new construction falling since former President Trump took office.

The Purchasing Managers Index (PMI) for the U.S. manufacturing sector is below 50, signaling a contraction in the industry.

Noah Smith argues that OpenAI's ChatGPT benefits from a powerful brand effect, becoming the generic term for AI like "Kleenex," which allows it to capture significant market share.

The U.S. trade deficit shrank significantly after 2008, which coincides with the period when the country's manufacturing productivity and industrial output flatlined.

According to Noah Smith, intense, government-subsidized competition in China's EV market is causing financial strain for leading companies like BYD, which has reportedly taken loans from suppliers to ...

According to a Bloomberg report, U.S. factory activity contracted for a fourth consecutive month in June, with new orders shrinking for the past five months.

Noah Smith posits that in a future with AGI, the labor share of national income could approach zero.

Contrary to predictions made around 2015 that self-driving trucks would eliminate trucker jobs, a decade later there is a trucker shortage and employment in the sector is higher than ever.

Noah Smith argues that technology, particularly the widespread adoption of smartphones, is the primary cause of a global crash in fertility rates, pushing them far below replacement levels.

Real factory construction in the U.S. was flat for decades before experiencing a major boom during the Biden administration, concentrated in sectors like chips and batteries targeted by industrial pol...