[ckilmer]

As he summarizes it, sounds like a reverse tariff. Is that right?

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That’s my take.

On the other hand—what’s going to happen is that ai revolution will create advanced robotic factories with digital twins that will collapse the cost of manufacturing across the board.

The USA is going to enjoy a structural manufacturing advantage over much of the rest of the world for a couple decades before they catch up —if they can catch up—because these factories will be continuously self improving.

If Trump does this right—then what he will do is invest federal resources into making ai factories and their digital twins available to as many american industries as possible in the next 24 months.

Why the urgency?

Sometime between 12-24 months from now, AI is going to become self-innovative. It will self-improve both itself and any manufacturing process it is involved with.

AI will both continuously improve a machine or tool and constantly improve the manufacturing process by which the machine or tool is created.

If Trump has the good sense to get as many American companies to the starting gate as possible—then heck yes— the federal government deserves a commission for the output when American companies get into the export game at substantially lower prices than their competitors worldwide.

[Starboard]

“AI will both continuously improve a machine or tool and constantly improve the manufacturing process by which the machine or tool is created.”

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As an aside AI will improve many non-manufacturing processes as well.

[sopo]

Thanks for that, far outside my scope, but I will watch for that.