181–190 of 247 posts
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What are the current administration's education policies that you think will have the most negative impact on our domestic manufacturing capabilities?
Nuking international students and then making it so they can't stay after getting degrees here is one huge issue: https://www.piie.com/publications/policy-briefs/2026/class-d...
that article looks like full of bs
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No company can plan based on the tariffs. There is zero guarantee that then next government won't revoked them or that the current one won't flip-flop. Local manufacturing doesn't swing on a 2-4 (or 6 or 8) year timescale. There needs to be consistency. The company that moves (or starts) manufacturing here today might get run out of business when/if tariffs are repealed and their competitor already has production lin…
> No company can plan based on the tariffs. There is zero guarantee that then next government won't revoked them or that the current one won't flip-flop. Local manufacturing doesn't swing on a 2-4 (or 6 or 8) year timescale. There needs to be consistency. Indeed, but the role of a government is to steer/push private initiative in a certain direction. Tariffs and stuff are steering private companies towards building s…
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> No company can plan based on the tariffs. There is zero guarantee that then next government won't revoked them or that the current one won't flip-flop. Local manufacturing doesn't swing on a 2-4 (or 6 or 8) year timescale. There needs to be consistency. Indeed, but the role of a government is to steer/push private initiative in a certain direction. Tariffs and stuff are steering private companies towards building s…
Tariff introduced by congress? Sure. Tariffs introduced by fiat? No. The fact that a president can create them out of thin air means they can be removed just as easily. I'm not anti-tariff or anti-re-homing-production (where it makes sense) but the _way_ it was done is my problem. Additionally there was no ramp, it was 0->100 immediately. A bill passed by congress to slowly ratchet up tariffs or similar over a period…
Some of them were removed. And then put back. Then increased, then decreased, or otherwise changed depending on what Trump was thinking at 3am while making social media posts
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Yes, radio found out naming is hard before software did, in very old times there was High Frequency (HF), but then circuits got fast enough to go higher, oops, ok no problem, let's call the new frequencies Very High Frequency (VHF) whew that was close, but wait they got even faster! Ugh! Ok let's call the new frequencies Ultra High Frequency (UHF), but wait, we're still not in the Ghz range yet! Thankfully they did n…
Uhm.. Super High Frequency (SHF) and Extremely High Frequency (EHF) would like to have a word. Though yes in my experience, at those frequencies people stop using ITU designations, and switch to IEEE (S,C,X-band etc).
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> Plenty of countries have spent billions on new construction in the US and gotten smoked. I don't follow here. Can you explain and provide an example?
Japan in the 1990s, ME sovereign wealth funds in the late 2000s, China in the mid 2010s.
As I understand, those investment waves were mostly buying existing assets, not building new ones. From your examples, do you have examples of significant new construction? I do not.
When I think of foreign investment to build things in the US, I mostly think about German/Korean/Japanese auto manufs and Korean/Taiwanese semiconductor manufs. Most people don't understand the massive investment that German/Korean/Japanese auto manufs have made into the US to build and operate plants in the last 30+ years. (This also includes local R&D centers.) It is huge, maybe more that the domestic manufs in aggregate. The same can be said for Korean/Taiwanese semiconductor manufs in the 2020s: The numbers are simply staggering and far exceed domestic producers.
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> No company can plan based on the tariffs. There is zero guarantee that then next government won't revoked them or that the current one won't flip-flop. Local manufacturing doesn't swing on a 2-4 (or 6 or 8) year timescale. There needs to be consistency. Indeed, but the role of a government is to steer/push private initiative in a certain direction. Tariffs and stuff are steering private companies towards building s…
Tariff introduced by congress? Sure. Tariffs introduced by fiat? No. The fact that a president can create them out of thin air means they can be removed just as easily. I'm not anti-tariff or anti-re-homing-production (where it makes sense) but the _way_ it was done is my problem. Additionally there was no ramp, it was 0->100 immediately. A bill passed by congress to slowly ratchet up tariffs or similar over a period…
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Any company should definitely be planning for the inevitable decline or elimination of China as a production and/or trading partner. If not caused by politics, then by demographic crash.
I'm curious why you think China will decline or be eliminated, I always thought that China was a reliable as a production/trading partner and that they planned for decades ahead with programs like Belt and Road Initiative unlike western politics that only looks as far as the next election. Very open to correction on this though, thinking about it not sure what formed my opinion on this.
China threatened to pull rare earths from the menu which is how they beat Trump in the trade war, among other things which were not going to be sustainable aka farm stuff.
They want to take Taiwan eventually and that will cause potential confrontation.
So the key to China is that it just can't be a lynchpin for anything.
Major trading partner - yes.
Key partner for anything - no.
The US is already a material player in Chips, outside of Trump's 'knee jerk' and reactionary instinct based on 1980's geopolitics and stupid understanding of trade (aka 'importing = getting ripped off', or 'other people doing similar things = stealing from us') ... it does make sense to have material domestic capabilities.
The only place that can be more or less trusted to not play hard shenanigans is Europe. They will do their own regulatory things, and play rough with exports, but they would not threaten something hard.
Europe has underplayed the value of ASML etc..
China has also flipped from 'Quiet and Bide Time' to the opposite, and are not a nice geoplitical actor in their direct environs like S. China sea, although are relatively 'neutral' on most other things.
Best thing is to a) have 'reliable domestic capability' b) learn to build stuff, if not labour intensive ways c) don't depend on sketchy places for key things d) moslty carrots, have a big stick when needed.
China will never 'play fair' in terms of what we would consider 'fair' - they have their own views of everything - that's fine - but it just means has to be manaaged.
Also China should not have any access to data or popular social media / entertainment etc. TikTok must be locally managed, and strong data sovereignty rules also apply.
More of a 'good fences make good neighbours' think with them.
See former Aussie PM Rudd on 'Strategic Guardrails' - he has a good understanding.
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Small note of clarification. HF in a radio frequency (RF) context actually refers to what we would now consider fairly low frequencies between 3 and 30mhz where wavelengths are in the tens of meters. The black magic is mostly in UHF AND microwave regions where wavelengths start to measure closer to the size of circuit elements. Although I have also heard it said “RF physics is black magic” to cover all the bases
Yes, radio found out naming is hard before software did, in very old times there was High Frequency (HF), but then circuits got fast enough to go higher, oops, ok no problem, let's call the new frequencies Very High Frequency (VHF) whew that was close, but wait they got even faster! Ugh! Ok let's call the new frequencies Ultra High Frequency (UHF), but wait, we're still not in the Ghz range yet! Thankfully they did n…
After Ultra High, we could have had Jumbo, Colossal, Super Colossal. and Mammoth frequency ranges.
Not to be confused with Colossal wavelengths, which is what we could have used if we need to fiddle around below Extremely Low frequencies..
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You fail to understand that Apple investing in China is in their best interest - and then returned back to millions of shareholders. If investing in the USA would be a better ROI, there would be no need for any measures like this to force companies somewhere. People in favour of tariffs make it seem like the best and wealthiest economy in the world is in a bad shape, and it is completely opposite, while failing to ad…
You're conflating better for apple (and shareholders) with better for the country overall.
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I'm curious why you think China will decline or be eliminated, I always thought that China was a reliable as a production/trading partner and that they planned for decades ahead with programs like Belt and Road Initiative unlike western politics that only looks as far as the next election. Very open to correction on this though, thinking about it not sure what formed my opinion on this.
China is not a good trading partner at all. They put up barriers for companies entering their market, mandatory China employee in your company, IP theft, they subsidize and flood the market killing competition, most everything they make is lowest quality possible, lots of fraud even within China.
Can't really be shocked when nation states enact laws to protect industries + workers.