Episode notes
Jobs fell, but US manufacturing output did not vanish. We separate myth from reality, unpack nearshoring vs de-China-fying, explain Made in USA vs Assembled in USA vs qualified claims, and dig into the tool and die chokepoint. We finish with two credible paths to double capacity and what would actually move the needle.
Key topics: [1] Output vs jobs; automation and mix shift [2] Nearshoring, Mexico, and upstream inputs [3] Tool and die bottleneck (capacity, talent, lead times) [4] Math of doubling capacity (people path vs automation path) [5] Honest labeling and consumer choice
Links:
Smarter Every Day: https://youtu.be/3ZTGwcHQfLY
Instagram: