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America is Too Old For War and Reshoring Manufacturing at Any Relevant Scale

Kumar Thangudu
The data shows that America will simply be too old for war and manufacturing.

Consider this.

Arizona passed a new law and it was revolutionary in that it creates a streamlined pathway to licensure for America’s skilled workers by allowing them to apply their out-of-state training toward a similar license to work.


Arizona achieved this with dual chambers of congress controlled by Republican. Currently, Republicans have dual control in 27 of the 49 remaining states.

60%-65% of the US total skilled construction labor is in those 27 states.


After even that groundbreaking work, there's endless delays on the semiconductor fab in Arizona. Highest cost per FLOP fab on the planet potentially. Time will tell. 

EVEN if we fixed it, we'd still have to fix countless EPA laws and we're pushing up against cartelization of PE firms that used a lot of money to buy small construction and contracting businesses whereby licensures are the only moat. 

Nobody has provided me data counterfactuals for my thesis that America cannot afford more manufacturing at scale and more extended wars. Labor is unresolved, our dollar is too strong, and many more issues.