Equity Building physical tech is back in fashion thanks to AI, robotics, and defense
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Dec 18, 2024 Gilman Louie, CEO of America's Frontier Fund and a key figure in national security and tech investments, dives into the resurgence of physical tech. He discusses how AI and robotics are transforming manufacturing, alongside Silicon Valley's new focus on defense tech. Louie highlights the shift towards startups leveraging government contracts and the vital role they play in revitalizing U.S. manufacturing. He also anticipates how innovations like clean energy solutions and digital twins will shape the future landscape of American industry.
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Manufacturing Decline
- America's manufacturing decline poses economic and national security risks.
- The country only produces 10% of consumed goods, down from 80% two decades ago.
Startups in Manufacturing
- Startups should leverage digital technologies to rebuild US manufacturing infrastructure.
- Focus on robotics, flexible manufacturing, and rapid prototyping to achieve faster profitability.
Shift to Physical Tech
- There's a shift away from SaaS and consumer tech towards physical products and solutions.
- This is driven by a desire for tangible impact and nostalgia, exemplified by retro gaming's resurgence.