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4. The China Reality Check
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4. The China Reality Check
Dalio drops a bomb:
The US will never catch up to China in manufacturing "in our lifetimes."
China controls 33% of global manufacturing - more than US, Europe & Japan combined.
They're dominating in Robotics, Chip production, AND AI application...
时政
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twitter.com)
00:00:49
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Vietnam’s manufacturers have been hit with mass cancellations of already signed export contracts after Trump announced reciprocal tariffs. Officials in Binh Duong, one of VN manufacturing hubs, said in just 3 days (5-8 Apr) export contracts to US worth US$708m have been cancelled
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Vietnam’s manufacturers have been hit with mass cancellations of already signed export contracts after Trump announced reciprocal tariffs. Officials in Binh Duong, one of VN manufacturing hubs, said in just 3 days (5-8 Apr) export contracts to US worth US$708m have been cancelled
时政
(
twitter.com)
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Nga Pham
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Tesla has been focused on investing in manufacturing and infrastructure in the US since our inception and till the beginning of the year, we had invested ~$44B of capital expenditures. Just in the last fiscal year alone, we did ~$10B of capital expenditure and plan to invest
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Tesla has been focused on investing in manufacturing and infrastructure in the US since our inception and till the beginning of the year, we had invested ~$44B of capital expenditures. Just in the last fiscal year alone, we did ~$10B of capital expenditure and plan to invest
btc
(
twitter.com)
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Tesla
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ELON: HERE’S HOW I BECAME VERY GOOD AT MANUFACTURING
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ELON: HERE’S HOW I BECAME VERY GOOD AT MANUFACTURING
“It's not as though I wanted to insource manufacturing, it's just that I was unable to outsource it effectively.
The idea, at the beginning of Tesla, was that we would outsource almost all the manufacturing.
But then it
btc
(
twitter.com)
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