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At a certain point, does automation/robotics swing the manufacturing base back towards the west?
PCB manufacturing is almost completely automated, for example. Didn't move back.
China is able to manipulate its exchange rate to regulate the relative prices of imports and exports. So are ~200 other economies in the world. The US doesn't have an exchange rate to fiddle with. Hell, it can hardly produce domestic inflation with its low interest rates, let alone devalue its currency. Cf. https://en.wikipedia.org/wiki/Exorbitant_privilege
At a certain point, does automation/robotics swing the manufacturing base back towards the west?
We were sold down the river by our own elites, particularly on Wall Street and with the full complicity of the Economics Departments of the west. "Comparative Advantage", something something about corn and wool, meanwhile the whole supply chain was moved to China, our middle class was decimated and we went into tremendous amounts of debt to pretend everything was fine... Left, right... whatever. The elites have faile…
I wish Silicon Valley wasn’t just about software, particularly adtech. Some of the most brilliant minds are working on optimizing click ratios. There is some hardware tech (Apple, nVidia, Intel, Tesla), but vast majority of the engineers are working on cushy jobs paying $400k to serve ads. SV should be leading investments in Semiconductors, automation and manufacturing tech. It doesn’t even live up to its name. If yo…
I wish Silicon Valley wasn’t just about software, particularly adtech. Some of the most brilliant minds are working on optimizing click ratios. There is some hardware tech (Apple, nVidia, Intel, Tesla), but vast majority of the engineers are working on cushy jobs paying $400k to serve ads. SV should be leading investments in Semiconductors, automation and manufacturing tech. It doesn’t even live up to its name. If yo…
Intel and Tesla are made in the US afaik, but even the hardware startups we do have still tend to manufacture abroad.
Earlier quoted context omitted.
Thinking about SV as just adtech is pretty reductionist. Through another lens, SV basically solved big data and global software distribution and scalability. Big tech has contributed to both the tools that allow handling massive data streams and ML. That foundation is what is helping data-driven manufacturing companies pull ahead.
And what purpose is that big data stuff typically used for? Something related to serving ads.
Plenty of real-world applications other than ads.
I wish Silicon Valley wasn’t just about software, particularly adtech. Some of the most brilliant minds are working on optimizing click ratios. There is some hardware tech (Apple, nVidia, Intel, Tesla), but vast majority of the engineers are working on cushy jobs paying $400k to serve ads. SV should be leading investments in Semiconductors, automation and manufacturing tech. It doesn’t even live up to its name. If yo…
Thinking about SV as just adtech is pretty reductionist. Through another lens, SV basically solved big data and global software distribution and scalability. Big tech has contributed to both the tools that allow handling massive data streams and ML. That foundation is what is helping data-driven manufacturing companies pull ahead.
What do you think we should be doing in SV in addition these technologies?