PortalsOS

The U.S. should leverage its expertise in software to improve manufacturing processes and catch up with China's automation.

China has built a sophisticated manufacturing capability, making it challenging for the U.S. to compete in mass production.

China's massive subsidies and loans, amounting to 4% of GDP, have led to a proliferation of industries across provinces, but this internal competition threatens profitability.

China's rapid learning in software and hardware is outpacing the US, which has not significantly improved its manufacturing capabilities.

China's aggressive deployment of AI and robotics in countries worldwide positions it as a leader in automation and technology. This strategy could influence global markets and geopolitics significantly.

Subsidizing upstream industries like rare earths and batteries can make downstream manufacturing more profitable by lowering costs.

China's subsidization of capex and energy, rather than low labor costs, is the main reason for its manufacturing cost advantages.

China controls key supply chain components, such as rare earths, creating bottlenecks for U.S. manufacturing.

The Chinese government's strategy of subsidizing production has led to a flood of exports, benefiting global climate efforts but harming domestic company profits.

China's government heavily subsidizes its EV industry, allowing companies like BYD to sell vehicles at lower prices, impacting global competitiveness.