Shenzen has elements which are probably not reproducible.
But 1) subsidies are what we would call a 'distortion' and those should be dealt with, possibly with anti-dumping tariffs;
2) There is such a thing as 'strategic investment' in key industries where the bar is very high and $10M from a VC won't help. This is where we need coordinated leadership.
3) There are other ways of 'building stuff'. Automation, AI etc. present opportunities for creating substitutes for those value chains.
In particular, I think what the DARPA should push for is a robotic 'pair of hands' - i.e. a very easily programable set of very nimble robotic hands with accompanying vision, that can be made to do specific tasks within parameters i.e. 'pick up that part, add this other part' and handle most of the weird things that can go wrong.
4) In germs of geopolitics ... it may be more ideal to push for more diversity in sourcing and to help develop India, Malaysia, Mexico etc. towards doing at least more of those things. That's hard though.
But 1) subsidies are what we would call a 'distortion' and those should be dealt with, possibly with anti-dumping tariffs;
2) There is such a thing as 'strategic investment' in key industries where the bar is very high and $10M from a VC won't help. This is where we need coordinated leadership.
3) There are other ways of 'building stuff'. Automation, AI etc. present opportunities for creating substitutes for those value chains.
In particular, I think what the DARPA should push for is a robotic 'pair of hands' - i.e. a very easily programable set of very nimble robotic hands with accompanying vision, that can be made to do specific tasks within parameters i.e. 'pick up that part, add this other part' and handle most of the weird things that can go wrong.
4) In germs of geopolitics ... it may be more ideal to push for more diversity in sourcing and to help develop India, Malaysia, Mexico etc. towards doing at least more of those things. That's hard though.