Keep pulling the thread on Sam D'Amico & Aaron Slodov.
China's share of global manufacturing has grown from nearly zero in the 1980s to almost 30% today.
Modern Chinese contract manufacturers provide a full engineering team that co-designs products for clients, integrating them directly into their existing supply chain and tooling.
Sam DiMiko asserts that Chinese manufacturers are now leaders in research and development, particularly for components like advanced battery cells and battery pack assembly processes.
Sam DiMiko argues that California has progressively enacted environmental laws that effectively make it illegal to perform foundational industrial chemistry involving metals.
Tesla's factory in Shanghai had the fastest production ramp-up of any factory Elon Musk had ever built and is considered fundamentally more efficient than its US counterparts.
Hyperscalers are currently ordering tens of thousands of AI data center racks, with each unit costing between $3 million and $4 million.
Aaron Sladov claims that less than 5% of all items in the U.S. defense sector are produced at a rate higher than 10,000 units per year.
China's government has invested as much as a trillion dollars into priority items outlined in its consistent five-year industrial plans.
Aaron Sladov predicts that the first nation to successfully deploy self-replicating humanoid robots at scale will achieve a decisive, "game over" strategic advantage.
Sam DiMiko argues the U.S. is squandering an immense opportunity to onshore advanced manufacturing capabilities by not building the supply chains for the current AI data center boom domestically.
In the 1980s, the United States produced approximately 30% of the world's manufactured goods, a share that has since fallen to around 16%.
The original Oculus developer kits were built by the same contract manufacturer that produced the "Guitar Hero" and "Rock Band" video games, which was effectively a toy factory.