Autism Capital 🧩@AutismCapital• 10 months ago

🚨 NEW: Marc Andreessen on China's manufacturing dominance "There's three industries that follow phones that the Chinese own the global market at: 1) Drones Something over 90% of all the consumer drones are made in China. Which is what the US Military also uses. It's the whole ecosystem, it's all of the componentry. The Biden FAA has been trying to kill the US drone industry as part of its war on tech. China is now sanctioning our own drone companies for batteries made in China. They have leverage. 2) Cars The drone supply chain is analogous to the car supply chain. The new Chinese cars that are coming out are really good and they have a giant advantage on cost 3) Robots The Chinese are 100% of us in Robots. We have the leading R&D but they have almost complete dominance in manufacturing capability. They have the 1000s of companies that make all the components that go in robots. Our Boston Dynamics SPOT robot cost $50,000. China has a similar product that looks and acts similar and is even hooked up to an LLM and it only costs $1,500. This is all upstream from all the military applications because it's all the same supply chain. We have to confront this. Having this fragmented approach where we hate tech and then somehow think we can develop a competitive response to tech is not coherent. We have no whole of government strategy on technology or China. Zero. It turns out the President matters.