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14 results for “industrial policy”
Topic16 mentions across episodes
industrial policy
...to be around industrial policy and picking winners sort of following some maybe the approach that China and Japan have have taken to some degree. Do do you think that's the that's the right approach, or what would you comment on that? Yeah. Well, I t
48:37 / 49:45
from transcript48:37 – 49:45
manufacturing partners. There's a lot of controls in place. You know? Which would be true of any factory making a a a farthest or a plant. Exactly. Right? I mean, because IP is always a top concern, right, regardless of what you're making. So we ensu
9:05 / 10:10
from transcript9:05 – 10:10
and to solve that with what biology is good at. Well, I guess my point is, is there something that you would say, well, no, that's just right out the door. We cannot possibly make that out of yeast or we can't make a yeast cell do that. So I would I
5:14 / 6:26
from transcript5:14 – 6:26
And so our ability to kind of, like, have control and micromanagement of the whole of everything that goes in the product is unique despite the fact that there are layered subsuppliers and stuff like that. But, yeah, that said, like, my sense is as s
29:56 / 31:03
from transcript29:56 – 31:03
incredibly common sense to me, so I'm not shocked that it didn't make it through a budget reconciliation bill in the United States Congress. But Yeah. We wouldn't want any common sense. Just before I let you go, John Mhmm. You guys are doing a lot in
34:27 / 35:37
from transcript34:27 – 35:37
It's it's mostly rising input costs across a multi tier supply chain. Got it. You know, when your labor costs go up by 30 or 40%, which happened last year at big OEMs in the UAW negotiations, that's bad. But when that happens at tier one and tier two
24:43 / 25:44
from transcript24:43 – 25:44
And the end is to bring manufacturing back to The United States. Obviously, during this period of globalization, we've been running massive trade deficits, particularly in manufacturers where we're importing a number of critical systems to both our d
9:41 / 10:51
from transcript9:41 – 10:51
ASM C is pretty freaking important. Matthew Piepenburg (3five 50: Yeah, absolutely. And by the way, if China moves on Taiwan, that's a big problem for us, especially if we have a national security issue. Those are the sorts of things. But on top of t
1:38:58 / 1:40:02
from transcript1:38:58 – 1:40:02
but also electric vehicle batteries and broader sets of electronics as well. I think it would be a good idea for The US to invite more Chinese companies to build factories in Michigan, Ohio, Wisconsin. Fine. Put some controls on them. But if China's
48:42 / 49:52
from transcript48:42 – 49:52
The provincial leaders in China are incentivized to rise up within the Chinese Communist Party, and they do that based on various goals that are set. And so even though you have some analogy of state versus state competition with exist here and on se
21:00 / 22:02
from transcript21:00 – 22:02
Well, it depends what the free market, so to speak, produced. And the reality is over the past twenty five years is we exported a lot of this manufacturing capacity to China. And I don't think it was a free market because they had all these advantage
1:20:57 / 1:22:02
from transcript1:20:57 – 1:22:02
are that the government is gonna mandate that things have to cost at least x. So they increase the price of inputs and basically make it more difficult for China to undercut pricing, which increases the rationale for capital to invest in starting com
23:15 / 24:17
from transcript23:15 – 24:17
Freerberg, if government non intervention results in all the steel production moving offshore, if it results in all the rare earth processing and the rare earth magnet casting industries moving offshore, In fact, not just moving offshore, but moving
1:23:39 / 1:25:00
from transcript1:23:39 – 1:25:00
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