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America is getting an AI gold rush instead of a factory boom

washingtonpost.com

81–90 of 753 posts

Re: America is getting an AI gold rush instead of a factory boom

#81

> down 38,000 jobs since the start of the year, according to the Bureau of Labor Statistics That's 0.3%.

Feels like Milton from Office Space: I was told there would be a manufacturing boom.

There might have been. Labor in manufacturing is way down - a trend going back to the 1950s. However manufacturing in the US has been booming all along. What used to take 2000 people in manufacturing now takes less than 200.

Re: America is getting an AI gold rush instead of a factory boom

#82
post #69

The US spent decades transitioning from a manufacturing economy to a service economy, deliberately. Now there's a populist making political hay, throwing out numbers about trade deficits, which ignores revenue from services . Yes, there is have a trade deficit on goods, that was a long-term strategy because services were a superior investment. Manufacturing is an inferior way to make money unless you're planning to g…

> Nukes make conventional war for survival irrelevant. So how come Russia hasn't annexed Ukraine yet? And why spend literally hundreds of billions of dollars a year maintaining a conventional military when you already have nukes? And when are you going to press that button? Do you nuke Eurasia the second they cease diplomatic communications? When a cargo ship heading to LA founders for mysterious reasons? When a smal…

> So how come Russia hasn't annexed Ukraine yet?

Russia is not fighting for their survival in Ukraine, even though Ukraine is.

Re: America is getting an AI gold rush instead of a factory boom

#83

Earlier quoted context omitted.

I'm unclear on what people see in the current AI tech advancements that makes them think it will contribute to better manufacturing. The new feature of LLMs that makes them so interesting is their ability accept input and flexibly follow arbitrary instructions, meaning they're really good for varied work, especially when there are a wide range of acceptable answers ("creative work"). Everything I know about manufactu…

I am not an expert in this, and don’t necessarily believe it. But the pitch is that existing manufacturing automation requires that specificity due to technical constraints. And that much of the factory automation that hasn’t happened is because it’s too costly to get to that level of specificity in that the existing automation requires higher scale to be cost effective. If you had more general purpose intelligence y…

> existing manufacturing automation requires that specificity due to technical constraints

Rather the opposite, I'd say: existing manufacturing automation is built around repetitive motions because an assembly line is making multiples of the same product. Having AI reinvent the wheel for every individual item is completely pointless.

One-off manufacturing can to a certain extent be automated. We're already seeing that with things like 3D printing and dirt-cheap basic PCB assembly. However, in most cases economies of scale prevent that from widespread generalization to entire products: ordering 100 or 1000 is always going to be have significantly lower per-unit costs than ordering 1, and if you're ordering 1000 you can probably afford a human spending some time on setting up robots or optimizing the design for existing setups.

There are undoubtedly some areas where the current AI boom can provide helpful tooling, but I don't expect it to lead to a manufacturing revolution.

Re: America is getting an AI gold rush instead of a factory boom

#84
Just a friendly reminder: The Washington Post is owned by Jeff Bezos. Of course he doesn't want people to think that tariffs can bring back middle class manufacturing jobs, and naturally he would want to publish propaganda intended to demoralize pro-labor causes like import tariffs and worker protection laws.

I'm not saying he's wrong just yet, I'm just pointing out that he owns a propaganda mouthpiece and is willing to lie on a grandiose scale to protect his business interests.

Re: America is getting an AI gold rush instead of a factory boom

#85
post #17

Earlier quoted context omitted.

I'm unclear on what people see in the current AI tech advancements that makes them think it will contribute to better manufacturing. The new feature of LLMs that makes them so interesting is their ability accept input and flexibly follow arbitrary instructions, meaning they're really good for varied work, especially when there are a wide range of acceptable answers ("creative work"). Everything I know about manufactu…

Manufacturing robotics is all about movement. All movement exists on a spectrum of difficulty and context needed to perform. For instance, welding the steel plates together in an empty and repeatable consistent 3d space is now on the lower end of difficulty. Navigating through a partially manufactured vehicle cab to install a complicated dash assembly requires a lot of context and is incredibly difficult for a robot…

> Navigating through a partially manufactured vehicle cab to install a complicated dash assembly requires a lot of context and is incredibly difficult for a robot to do.

Not really. The robots are programmed by having a human manually guide it, so the robot itself doesn't really have to do any navigation - it just has to follow a predefined path.

Want to install different variants of dash components? Split it up into methods and have the robot return to a neutral position after each method. You're literally programming it.

Re: America is getting an AI gold rush instead of a factory boom

#86
post #79
post #21

Just my 5 cents. Running factory is damn hard job. 10 products built from 50 different parts having 70 different vendors is a small nightmare. So me people can manage that, but the most can’t. Most people in Western world also cannot imagine staying at conveyor belt or table doing the same assembly task whole week. I work in a factory and see this daily.

Using people for manufacturing fundamentally will never be cost competitive compared to cheaper markets. There are really only a few ways to resolve this in my view: 1. Give up and just outsource manufacturing and be ok with it 2. Invest heavily in automation, technology etc so we remove cost of labor from the equation. Or at least heavily minimize it 3. Put up trade barriers to artificially raise the cost of importe…

1. Ok then what do you make? 2. A bit too late for that given that China is also highly automated. 3. You would have to be serious for this to work.

As for your responses. 1 who is "us" 3. I mean some would be automated etc. There is actually data on how little the cost of labor adds to different parts of manufacturing. 2. You at least have a sustainable economy (I dont mean that in an environmental sense)

Re: America is getting an AI gold rush instead of a factory boom

#87

Wait. What if the AI gold rush contributes to better industrial robotics and ushers in an AI industrial revolution? China already has dark factories with no humans on the assembly line. Isn't that a possible outcome of the AI gold rush? (I mean omitting the fact that ChatGPT 5 Pro still says stuff like: "You’re right. I made a bad inference and defended it. That’s on me." We don't want that behavior on the assembly l…

EDIT: To the idiots downvoting: Why?

Re: America is getting an AI gold rush instead of a factory boom

#88
post #78

Earlier quoted context omitted.

> factories with no humans on the assembly line. Not an American myself, but why should that be good for ordinary American citizens? Few people make loads of money, some Gen-Xer secure the value of their 401k and the younger ones are out of job?

This is great for ordinary Americans. It means you don't have to do the boring assembly jobs, but you still get the benefits for vast amounts of mass produced goods. (some of it is junk, but that is a different topic). Those goods should be cheap as well because they are mass produced with little labor costs. The only ones who lose are those who are want to do boring work instead of something creative. (or those who…

> Those goods should be cheap as well because they are mass produced with little labor costs.

If only. In reality they'll be as expensive as they can make them without completely killing sales, just like they are right now.

Re: America is getting an AI gold rush instead of a factory boom

#89
post #78

Earlier quoted context omitted.

> factories with no humans on the assembly line. Not an American myself, but why should that be good for ordinary American citizens? Few people make loads of money, some Gen-Xer secure the value of their 401k and the younger ones are out of job?

This is great for ordinary Americans. It means you don't have to do the boring assembly jobs, but you still get the benefits for vast amounts of mass produced goods. (some of it is junk, but that is a different topic). Those goods should be cheap as well because they are mass produced with little labor costs. The only ones who lose are those who are want to do boring work instead of something creative. (or those who…

> The only ones who lose are those who are want to do boring work instead of something creative.

Aren’t the creative jobs also being taken by LLMs and image generators?

Re: America is getting an AI gold rush instead of a factory boom

#90
post #79

Earlier quoted context omitted.

Using people for manufacturing fundamentally will never be cost competitive compared to cheaper markets. There are really only a few ways to resolve this in my view: 1. Give up and just outsource manufacturing and be ok with it 2. Invest heavily in automation, technology etc so we remove cost of labor from the equation. Or at least heavily minimize it 3. Put up trade barriers to artificially raise the cost of importe…

1. Ok then what do you make? 2. A bit too late for that given that China is also highly automated. 3. You would have to be serious for this to work. As for your responses. 1 who is "us" 3. I mean some would be automated etc. There is actually data on how little the cost of labor adds to different parts of manufacturing. 2. You at least have a sustainable economy (I dont mean that in an environmental sense)

Typically as economies advance there is a shift to services and higher value add / higher skill manufacturing anyways. That can be the explicit strategy for the US as well. Focus on renewables, high tech, aerospace etc instead of the lower margin / lower skill manufacturing.

They're not mutually exclusive of course. There can be some national protection via tariffs on some types of manufacturing, while investing in automating some other types and just completely ignoring others and keeping those offshore. Problem currently is there doesn't seem to be a much of a strategy.

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