China Has Scale. Can America Catch Up?

The Ben and Marc Show features Brian Schimpf, CEO of Anduril, and Chris Power, CEO of Hadrian, discussing the U.S.'s manufacturing challenges in the context of competition with China. They emphasize that the U.S. has fallen behind in manufacturing due to outsourcing, lack of skilled labor, and insufficient strategic planning. The discussion covers potential solutions such as government subsidies, offtake agreements, regulatory reforms, and increased automation. They highlight China's strategic industrial policies, including subsidies and export controls, and suggest the U.S. should leverage its capital markets and encourage competition among states to revitalize its manufacturing base. The conversation also addresses the implications of these manufacturing and supply chain vulnerabilities for national security, particularly in a potential conflict scenario with China over Taiwan.