4min chapter

All-In with Chamath, Jason, Sacks & Friedberg cover image

E88: First principle politics, China chaos & outlook, state of private/public markets & more

All-In with Chamath, Jason, Sacks & Friedberg

CHAPTER

Is China Going to Have a Huge Manufacturing Edge?

China is going to have a huge advantage as these nuclear power plants come on line over the next couple of decades, and these facilities get operated. Manufacturing o electricity typically costs around 11 cents per kilawat hour,. So if factories become much more automated, they start to become a function of the price of electricity in terms of what they can output. And that's why you're seeing a lot of folks looking at india, viit nam and moving factories there. Japan has been incentivising china ocilages lose their manufacturing edge. They'r noxious. Ca, sahe we give up le light over. Img, ginto be a mont. I wouldn't

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