Sam D'Amico and Noah Smith on How China Masters Manufacturing (And How America Can Catch Up)

This week, we’re airing a live conversation between Noah Smith and Sam D’Amico, founder and CEO of Impulse Labs, about how China’s Electric Tech Stack and tightly integrated supply chains are fueling its lead in industries from EVs to robotics, while exploring solutions for revitalizing U.S. manufacturing. The conversation also covers regulatory challenges, the value of co-locating engineers and factories, and the role of advanced technologies in shaping global production.

–

SPONSORS:

Carta

Carta is offering up to 40% off a new Carta plan, including cap table management, QSBS Attestation, and Carta Total Compensation. This limited-time offer runs through the end of July at z.carta.com/econ102.

NetSuite

More than 42,000 businesses have already upgraded to NetSuite by Oracle, the #1 cloud financial system bringing accounting, financial management, inventory, HR, into ONE proven platform. Download the CFO's Guide to AI and Machine learning: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://netsuite.com/102⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Shopify

Shopify is the world's leading e-commerce platform, offering a market-leading checkout system Shoppay and exclusive AI apps. Nobody does selling better than Shopify. Get a $1 per month trial at ⁠⁠⁠⁠⁠https://shopify.com/momentofzen⁠⁠⁠⁠⁠.

AdQuick

The easiest way to book out-of-home ads (like billboards, vehicle wraps, and airport displays) the same way you would order an Uber. Ready to get your brand the attention it deserves? Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://adquick.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ today to start reaching your customers in the real world.

–

SEND US YOUR Q's FOR NOAH TO ANSWER ON AIR: Econ102@Turpentine.co

–

FOLLOW ON X:

@sdamico

@noahpinion

@eriktorenberg

@turpentinemedia

–

RECOMMENDED IN THIS EPISODE:

Noahpinion: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.noahpinion.blog/⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠

https://www.impulselabs.com/

–

TAKEAWAYS:

• The "Electric Tech Stack" Revolution: Electric Tech Stack" - batteries, motors, power electronics, and chips. This stack is replacing traditional manufacturing across industries, turning everything from cars to military equipment into "fancy drones.
• Why America Struggles with Manufacturing: Engineers live in expensive NIMBY cities while factory workers live elsewhere, breaking the crucial feedback loop needed for hardware iteration.
• China's Advantages: Chinese companies expect to build 200-300 prototype units before shipping, with engineers working directly with factory workers.
• Policy Solutions: Every major US city needs its own "Shenzhen" - a nearby manufacturing hub where engineers can drive to factories in 2 hours.
• The Appliance Strategy: Sam's company Impulse is using battery-powered stoves as a trojan horse to rebuild America's electric tech stack manufacturing base. By creating domestic demand for these technologies outside EVs, they're building the supply chain that other companies can leverage.
• The Stakes: The conversation emphasizes that this isn't just about economics - it's about national security. When Ukraine's toy drones can destroy Russian bombers 4,000 kilometers away, mastering the electric tech stack becomes a matter of military survival.

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.