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    Explore "manufacturing" with insightful episodes like "AI chip war heats up", "AI, Robotics & the Future of Manufacturing", "Democracy is critical to prosperity, Treasury secretary says", "What a Fed President Hears When He Goes on the Road" and "Fed takes a dovish turn" from podcasts like ""Wall Street Breakfast", "The Ben & Marc Show", "Marketplace", "Odd Lots" and "Wall Street Breakfast"" and more!

    Episodes (80)

    AI chip war heats up

    AI chip war heats up
    Nvidia, AMD and Arm provide updates on their AI processor plans. (0:16) NYSE trading glitch show Berkshire Hathaway down 99%. (1:45) JPMorgan weighs in on the restaurant sector. (2:52)

    Show Notes
    'Sell in May and go away' didn't work (again) but that's good for the year
    ISM Manufacturing PMI declines in May for a second month in disappointing print
    Waste Management confirms deal to buy Stericycle for $62/share

    Episode transcripts seekingalpha.com/wsb
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    AI, Robotics & the Future of Manufacturing

    AI, Robotics & the Future of Manufacturing

    Welcome back to "The Ben & Marc Show," featuring a16z co-founders Marc Andreessen and Ben Horowitz. In this new episode – the second in a 2 part series – Marc and Ben address a new round of questions regarding the "State of AI" in relation to company building. 

     

    In light of recent developments at Boeing, Marc and Ben commence the episode with a discussion on the real criteria boards utilize to select a CEO. Returning to the topic of AI, they explore the potential for emerging chip startups, the incorporation of AI in robotics, and what America will need to do in order to regain its position as world's leading manufacturer.

     

    Watch on Youtube:

    *Part 1: https://youtu.be/XyrBJ0gk-is

    *Part 2: https://youtu.be/QyyWsr1NMt8

     

    Article mentioned: 

    - "Ones and Twos" by Ben Horowitz https://a16z.com/ones-and-twos/ 

     

    Book mentioned: 

    - "Elon Musk" by Walter Isaacson https://amzn.to/3wyGOmo 

     

    Resources: 

     

    Marc on X: https://twitter.com/pmarca 

    Marc’s Substack: https://pmarca.substack.com/ 

     

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    The views expressed here are those of the individual personnel quoted and are not the views of a16z or its affiliates. This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. Furthermore, this content is not directed at nor intended for use by any investors or prospective investors and may not under any circumstances be relied upon when making a decision to invest in any a16z funds. PLEASE SEE MORE HERE: https://a16z.com/disclosures/

    Democracy is critical to prosperity, Treasury secretary says

    Democracy is critical to prosperity, Treasury secretary says

    Treasury Secretary Janet Yellen sat down with “Marketplace” host Kai Ryssdal to discuss inflation, economic growth, U.S.-China relations and why having a strong democracy matters for our economy. She also highlighted federal investments in clean energy, concerns about Chinese overproduction and more.

    Support our nonprofit newsroom today and pick up a fun thank-you gift like our new Shrinkflation mini tote bag or the fan favorite KaiPA pint glass!

    What a Fed President Hears When He Goes on the Road

    What a Fed President Hears When He Goes on the Road

    The Federal Reserve has a lot of official statistics it can look at to try and gauge the state of the overall economy. But there's also room for incorporating on-the-ground anecdotes and real-time color. When it comes to collecting this kind of information, Richmond Fed President Tom Barkin might be the biggest road warrior on the FOMC. In mid-April, Odd Lots tagged alongside Barkin as he undertook one of his many trips around his district, speaking to local businesses about what they're seeing in terms of inflation, consumer demand, and the labor market. We traveled with him to North Carolina, making stops in Mount Airy, Winston-Salem and Yadkinville, to better understand what it is that a regional Fed president actually does when he's collecting info on the ground, and how it informs his thinking. It's a rare inside look at the day-to-day work of a Fed president. In this episode, you'll learn what kind of questions Barkin is asking businesses. And you'll learn about some local businesses themselves — everything from carport manufacturing to producing thermal underwear to spinning yarn. We also take a look at some of the big picture challenges facing America's smaller towns, including shrinking populations, a shortage of housing, and the scarcity of essential services like childcare.

    See omnystudio.com/listener for privacy information.

    Fed takes a dovish turn

    Fed takes a dovish turn
    Chairman Powell still looking for a cut as next move. (0:18) Stocks lose their Fed bounce, but yields slide. (0:38) CVS hits 52-week low. (3:39)

    Show Notes
    Viking Holdings jumps 10% above its IPO pricing level in opening trading
    Will April's pullback bring 'May flowers’ for stocks? Or is it time to sell in May and go away?

    Episode transcripts seekingalpha.com/wsb
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    DEA to reclassify marijuana as a less dangerous drug

    DEA to reclassify marijuana as a less dangerous drug
    The reported move falls short of legalizing recreation pot use. (0:16) Eli Lilly boosts outlook on weight loss drug performance. (1:01) Wage inflation comes in hot for Q1. (2:56)

    Show Notes
    Citi upgrades energy sector, says stocks can recover quickly from geopolitical jolts

    Episode transcripts seekingalpha.com/wsb
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    California vs airport security line jumping

    California vs airport security line jumping
    State Senator's bill would ban Clear Secure from security areas across the state. (0:16) GM handily beats earnings forecasts. (2:33) Apple sets special event for May 7. (4:22)

    Snow Notes
    J.P. Morgan's Kolanovic says the correction in stocks isn't finished yet
    U.S. PMI Manufacturing unexpectedly slips into negative territory in April

    Episode transcripts seekingalpha.com/wsb
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    Air Caitlin Clark?

    Air Caitlin Clark?
    Nike closing in on new deal with Iowa star, including signature shoe. (0:16) Philly Fed manufacturing highest since April '22 (1:39) Deutsche Bank cries 'uncle' on its Tesla Buy. (3:29) 

    Show Notes
    Apple might wait until September to reveal most new AI features
    14 companies with a near-term catalyst around 1Q earnings - MS

    Episode transcripts seekingalpha.com/wsb
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    Navy Seal On Warfare: Trump vs Biden, Civil War, Putin vs Ukraine & Israel-Hamas | Jocko Willink PT 2

    Navy Seal On Warfare: Trump vs Biden, Civil War, Putin vs Ukraine & Israel-Hamas | Jocko Willink PT 2
    Welcome back to part 2 of this thought-provoking episode with Jocko Willink! Dive deeper with us as we explore the heart of leadership and its effect on the direction of our nation. From the divisive tactics seen in social media warfare to the absolute necessity of detachment in decision-making, Jocko sheds light on the challenges of staying true to principles in times of conflict.  This conversation on building resilience, strategic thinking over emotional reactions, and the enduring power of freedom is sure to shift how you view the world and your role within it. Remember, in a world where chaos reigns, it's your clarity and your mission that makes the difference. Don't miss out on the final part of this eye-opening conversation with Jocko Willink.  And if you're loving the Impact Theory Podcast, please take a moment to leave us a review or rate the show. Your feedback is incredibly valuable! Follow Jocko Willink: Website: https://jocko.com/ Instagram: https://www.instagram.com/jockowillink/ Facebook: https://www.facebook.com/jkowillink Podcast: https://www.youtube.com/@JockoPodcastOfficial   Follow Me, Tom Bilyeu:  Website: https://impacttheoryuniversity.com/  X: https://twitter.com/TomBilyeu Instagram: https://www.instagram.com/tombilyeu/ If you want to dive deeper into my content, search through every episode, find specific topics I've covered, and ask me questions. Go to my Dexa page: https://dexa.ai/tombilyeu Themes: Mindset, Finance, World Affairs, Health & Productivity, Future & Tech, Simulation Theory & Physics, Dating & Relationships SPONSORS: Keep your ride-or-die alive at https://ebaymotors.com  Now through April fifteenth, NetSuite is offering a one-of-a-kind flexible financing program. Head to https:/netsuite.com/THEORY Sign up for a one-dollar-per-month trial period at https://shopify.com/impact now to grow your business – no matter what stage you’re in. Get 5 free AG1 Travel Packs and a FREE 1 year supply of Vitamin D with your first purchase at https://drinkag1.com/impact. Secure your digital life with proactive protection for your assets, identity, family, and tech – Go to https://aura.com/IMPACT to start your free two-week trial. Take control of your gut health by going to https://tryviome.com/impact and use code IMPACT to get 20% off your first 3 months and free shipping. ***Are You Ready for EXTRA Impact?*** If you’re ready to find true fulfillment, strengthen your focus, and ignite your true potential, the Impact Theory subscription was created just for you.  *New episodes delivered ad-free, EXCLUSIVE access to hundreds of archived Impact Theory episodes, Tom AMAs, and so much more!* This is not for the faint of heart. This is for those who dare to learn obsessively, every day, day after day. *****Subscribe on Apple Podcasts: https://apple.co/3PCvJaz***** Subscribe on all other platforms (Google Podcasts, Spotify, Castro, Downcast, Overcast, Pocket Casts, Podcast Addict, Podcast Republic, Podkicker, and more) : https://impacttheorynetwork.supercast.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    The EV market’s growing pains

    The EV market’s growing pains

    There’s a lot of buzz about a slowdown in the electric vehicle market. EV sales, while still growing, are not accelerating at the pace of just a few years ago. At the same time, EV makers from Tesla to General Motors and Ford are pushing back EV plans. So, what gives? On the show today, Robinson Meyer of Heatmap explains what’s really happening with the U.S. EV market, what it’s going to take to rev it back up, competition from China and whether moves by the Biden administration will be enough to help domestic EV producers pull ahead.

    Then, can robots make the meatpacking industry safer? Plus, in celebration of Monday’s solar eclipse, a planetary scientist answers the Make Me Smart question.

    Here’s everything we talked about today:

    We want to hear your answer to the Make Me Smart question. You can reach us at makemesmart@marketplace.org or leave us a voicemail at 508-U-B-SMART.

    The Failures Inside Boeing's 737 Factory

    The Failures Inside Boeing's 737 Factory
    In January, a door panel blew off a Boeing 737 MAX plane during an Alaska Airlines flight. Informal communication logs between workers at the Boeing plant where the plane was assembled reveal disarray, repeated production delays and crews who apparently didn’t follow procedures. WSJ's Sharon Terlep reviewed the logs and explains what they reveal. Further Reading: - The Disarray Inside Boeing’s 737 Factory Before the Door Plug Blowout  - Boeing’s Next CEO Will Have ‘Massive Job’ at Company in Crisis  - Justice Department Opens Probe, Interviews Crew in Alaska Airlines Blowout  Further Listening: - A Hole in a Plane and a Headache for Boeing  - The Pressure Inside Boeing  - How the Grounded Boeing Jet Shook the Airline Industry  Learn more about your ad choices. Visit megaphone.fm/adchoices

    iPhone sales continue to look weak

    iPhone sales continue to look weak
    UBS sees monthly declines in China, U.S. and India. (0:15) ISM manufacturing index ends 16 months of contraction. (1:21) United asks pilots to take unpaid leave. (3:24)

    Show Notes
    Wells Fargo's high-conviction tactical longs and shorts for Q2
    Citi stays bullish on chips as February sales top average

    Episode transcripts seekingalpha.com/wsb
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    Can America Win The Chips Manufacturing Race?

    Can America Win The Chips Manufacturing Race?
    President Biden just awarded $8.5 billion dollars to the company Intel to help fund semiconductor factories in Arizona, Ohio, New Mexico, and Oregon.

    At a visit to Intel's campus outside Phoenix this week, Biden said the money will help semiconductor manufacturing make a comeback in the US after 40 years.

    The money for Intel comes from the CHIPS and Science Act, which was signed in 2022 to boost domestic semiconductor manufacturing. The administration's goal? For 20% of the world's leading-edge semiconductor chips to be made on American soil by 2030.

    The US currently makes zero of the world's leading-edge semiconductor chips. By 2030, the Biden administration wants to make a fifth of them. So how will America get there?

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    Baconator aviator: burger delivery by drone

    Baconator aviator: burger delivery by drone
    DoorDash and Wing to test delivery of Wendy's by drone in Virginia. (0:16) Air Force conducts last test on hypersonic missile. (3:45) AI startup Cohere looks for a $5 billion valuation. (4:22)

    Show Notes
    The top stocks with selling pressure across the Russell universe
    The top stocks with buying support across the Russell universe
    Medicare coverage for obesity drugs could strain federal budget: CBO

    Episode transcripts seekingalpha.com/wsb
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    Industrial Policy and the Forgotten Side of Alexander Hamilton

    Industrial Policy and the Forgotten Side of Alexander Hamilton

    Thanks to the blockbuster musical, Alexander Hamilton has become a modern cultural icon. He's known as an architect of the federal system, building out a strong government with the capacity for both borrowing and spending. But there's another side of his vision that doesn't get as much attention, and that's his belief in the importance of state-directed investment to build out a domestic manufacturing industry. Basically, he was an early advocate for industrial policy. Given that the US is currently in a phase of building out domestic manufacturing capacity in various areas, it's time to go back and look at the history of these efforts in the US. We speak with Christian Parenti, a professor at John Jay College in New York, and the author of Radical Hamilton: Economic Lessons from a Misunderstood Founder, about this other side of Hamilton, and the economic context in which he developed this vision.

    See omnystudio.com/listener for privacy information.

    Melengo's Justin Kwong on the future of end-to-end clothing manufacturing | E1913

    Melengo's Justin Kwong on the future of end-to-end clothing manufacturing | E1913

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    Germany's Unexpected Economic Crisis

    Germany's Unexpected Economic Crisis
    "Made in Germany" carries with ti a kind of prestige, and a marker of quality. Germany is famous for it's incredible engineering and manufacturing talent, but more and more this is becoming a thing of the past as overseas manufacturers start to build up their centres, and can produce on a scale that Germany just can't keep up with. Is this crisis going to end German manufacturing?

    EP 220: AI News That Matters - March 4, 2024

    EP 220: AI News That Matters - March 4, 2024

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    Figure AI raises $675 million from Big Tech, Elon Musk sues OpenAI, and LTX Studio challenges Pika Labs. Here's this week's AI news that matters and why it's important to you.

    Newsletter: Sign up for our free daily newsletter
    More on this Episode: Episode page
    Join the discussion: Ask Jordan questions on AI

    Related Episodes:
    Ep 181: New York Times vs. OpenAI – The huge AI implications no one is talking about
    Ep 211: OpenAI Sora – The larger impact that no one’s talking about

    Tomorrow' Show: What the Elon Musk vs. OpenAI lawsuit actually means
    Upcoming Episodes: Check out the upcoming Everyday AI Livestream lineup
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    Connect with Jordan on LinkedIn

    Timestamps:
    03:05 Humanoid robot company Figure raises $675 million
    06:40 OpenAI, Microsoft, Bezos, and NVIDIA are key partners for humanoid robots.
    10:38 Humanoid robots could bring local manufacturing jobs.
    11:45 Elon Musk sues OpenAI
    16:37 Debate over Elon Musk's lawsuit against Twitter.
    21:32 NVIDIA GTC conference in San Jose, March.
    23:20 Lightricks launches LTX Studio - AI video tool
    27:31 Challenges in creating consistent AI image tools.
    31:00 Cost of new AI tools may rise.
    35:40 Generative AI tools produce high-quality lifelike content.

    Topics Covered in This Episode:
    1. Figure Raises$675 million from Big Tech
    2. Elon Musk Sues OpenAI
    3. Lightricks releases LTX Studio - AI Video Tool

    Keywords:
    AI-powered apps, Facetune, Videoleap, LTX studio, AI video making, OpenAI, Pika Labs, lip syncing, AI characters, Alibaba, Emo Video, animated avatar video, Everyday AI, Jordan Wilson, Figures AI, humanoid robots, Azure Cloud Services, robot market projection, lawsuit, nonprofit transition, Elon Musk, Taplio giveaway, NVIDIA GTC conference, NVIDIA GeForce GPU giveaway, manufacturing jobs, LinkedIn for brand growth