China Has Mass. Can America Catch Up?

The Ben & Marc Show

a16z, Marc Andreessen, and Ben Horowitz에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 a16z, Marc Andreessen, and Ben Horowitz 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2M ago 56:21

MP3•에피소드 홈

Ben, Marc, and Erik Torenberg are joined by Brian Schimpf, Cofounder & CEO of Anduril, and Chris Power, Founder & CEO of Hadrian. Together, they dig into America’s defense production gap: why the U.S. can out-innovate but not out-produce—and what it will take to turn that around.

They discuss why U.S. war games show we run out of munitions in a week, the myth of “exquisite-only” systems, how to rebuild industrial capacity with software-led automation, financing factories like data centers, and what it takes to create real deterrence in a Taiwan scenario.

Timecodes:

0:00 Introduction

0:54 The Myth of Technical Superiority

3:31 Erosion of US Manufacturing

6:50 Challenges in Rebuilding Industrial Capacity

8:31 The Skilled Labor Crisis

15:01 Automation and the Future of Manufacturing

17:57 Supply Chain Vulnerabilities

26:05 Regulatory and Policy Barriers

36:49 Financial Engineering vs. Industrial Policy

46:15 US vs. China: Strategic Competition

46:55 The Taiwan Scenario & War Gaming

52:55 Demographics, Economics, and CCP Strategy

Resources:

Find Chris on X: https://x.com/chris_power

Find Brian on LinkedIn: https://www.linkedin.com/in/bschimpf/

Marc on X: https://x.com/pmarca

Marc’s Substack: https://pmarca.substack.com/

Ben on X: https://x.com/bhorowitz

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