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@MMinevich

Silicon Valley flew to Washington yesterday . Not to lobby. To listen. I was in the same room with Jamie Dimon, Palantir’s Shyam Sankar, Anduril’s Trae Stephens, David Sacks, and members of Congress. Dimon said “there’s no divine right to success” and called for industrial policy. Sankar called Iran the first AI war. Stephens warned that Congress has “abdicated their posts” while Silicon Valley plays philosopher king. The bipartisan consensus was razor sharp: nuclear, defense tech, AI, manufacturing. All of it. Now. The old playbook is dead. Laissez-faire is dead. SaaS-everything is dead. Blind globalization didn’t just fail… it armed our adversaries. For thirty years Silicon Valley told America the future was software and the factory didn’t matter. China listened. They took the factories, the tooling, the workers, and the know-how. Three decades of offshoring America’s industrial soul just got its eulogy in a room. Look, China’s manufacturing output is 1.6x ours. Their shipbuilding capacity is 232x ours. Trae said it plainest: “Factories are the weapon. Without factories, you have no weapons.” The era of “move fast and break things” is over. The era of move fast and build things just started. The country that builds the factories wins the war. Not the country with the best app. 🇺🇸 Great job @HillValleyForum @jacobhelberg

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