China can always make software free and disrupt the US , but The US can never make manufacturing cheaper to disrupt china 🤔 what’s your predictions ?
Discussion
We have a chance with the steel... 😑
Won't be any ball bearings and high precision on that list (like Rolls Royce Jets). China, following the disruptors playbook, took the easy and barely profitable stuff. Industry doesn't "care" when their low-margin easy stuff is picked off. It's a trap and a snare we've known about for decades and decades, but we cannot step out of the doom loop. The only way to fight it is to go against the Anti-Trust Act, and wipe out the upstarts with loss-leading market flooding.
Exactly. Didi Chuxing used aggressive loss-leading tactics to push Uber out of the Chinese market. They burned billions in subsidies, undercut Uber’s prices, and leveraged government connections to make operations harder for Uber (e.g., regulatory roadblocks).
Once Uber bled enough cash and saw no path to profitability, they cut their losses and sold their China operations to Didi in 2016. This is a textbook example of how China lets foreign companies enter just long enough to extract their playbook and capital, then squeezes them out—all while protecting its own domestic champions from foreign competition.
The West doesn’t play by these same rules. Western economies treat competition as an open playing field, while China plays a long game with state-backed advantages and market manipulation.
Cheap human labor was China’s advantage. Manufacturing will return to the US with innovations in industrial automation.
US has no good infrastructure to support any major manufacturing pivot , ports railroads and energy infrastructure are antique and will take a very long time and $$ to fix in any significant way , and by that time the world would have already moved on
No good infrastructure yet. We have an opportunity to leapfrog here with next gen transport and energy. It might take some time and investment but if anyone is at the forefront of technological innovation it’s us. And besides, we do the impossible for breakfast.
Never say never.
Productivity will never only counts on the number of human labour .
It’s not just human labour , the US has obsolete infrastructure and factories , it’s close to impossible to catch up at this point , on the manufacturing side , I think this Race has been won
All chips manufacturers of the world require a technology that is, for now, only mastered by a German company (Carl Zeiss). Just an example.
Now that US are governed by retrograde bigots, let's see what happens in the decade to come.