TheOnePoint The Reindustrialization Moment for the U.S.
Ten years ago, investing in US supply chain and manufacturing tech felt like swimming against the tide. Non-consensus, long sales cycles, hardware risk — most VCs stayed away.
Today? We’re in the middle of a reindustrialization moment.
And Jackie DiMonte, co-founder of Grid Capital, explained it better than anyone on my recent podcast:
Reindustrialization isn’t just a policy slogan. It’s the collision of two forces:
- Platform shifts: AI and automation have finally made the ROI undeniable for manufacturers who once saw tech as “nice to have.”
- People shifts: 2.5M boomer-owned businesses are changing hands, often to digital-native operators who see software as default, not optional.
Add in geopolitics, the CHIPS Act, COVID supply shocks — and you get momentum that’s reshaping how and where America builds.
The data proves it: new construction spend for manufacturing has tripled since 2020, peaking at $240B before settling near $225B. Even “slowing” looks like an entirely new baseline.
And startups? They’re no longer fringe players.
There are 30x more industrial tech unicorns today than a decade ago.
That means the talent base, the alumni founders, the playbooks — all of it has multiplied.
Jackie’s key advice for founders: don’t chase the big, vague transformation pitch. Anchor yourself in a control point — one measurable ROI use case that proves value in months, not years. That’s how you break through risk aversion and win adoption in industries built on caution.
The vibe has shifted. Industrial tech isn’t the overlooked cousin of SaaS anymore.
It’s where some of the most durable, meaningful companies of the next decade will be built.
We talked about her LinkedIn posts on the reindustrialization topic that continue to gain traction recently
- The U.S. continues building new manufacturing capacity, and critically in electronics (Link)
- Despite the headlines—AI, robotics, reindustrialization—most of U.S. manufacturing is still moving in the wrong direction (Link)
- Over the past decade, the number of billion-dollar industrial tech startups have grown 25x (Link)
Jackie was a thoughtful guest, and we managed to cover a lot of ground in just 30 minutes. I think you’ll enjoy this conversation as much as I did — links below to listen in!
Connect with us:
Jackie DiMonte: https://www.linkedin.com/in/jdimonte/
Grid Capital: https://www.gridcap.com/
Rohit Yadav: https://www.linkedin.com/in/rohityadav23/