The United States is retreating from green industrial policies that are necessary for future economic competitiveness and climate stability.

“US just seems to be giving up on the industries of the future, right? So, Biden tried to industrialize on green lines. Trump is giving up and not just giving up like actively smashing what is required for a green transition that's going to produce jobs and climate stability”

The United States should prioritize re-industrialization and domestic manufacturing to restore economic strength and national independence.

“we need to have our own sovereignty over these capabilities. That itself is deterrence.”

Government loan programs for EV production are a beneficial use of public funds to secure energy independence and compete globally.

“it's a great idea explain it's us using our balance sheet to make sure that we get to energy Independence so this is actually a perfect role for government it's shaping incentives so that capitalism can do its job”

Targeted government support for industries like chips and batteries is a necessary national security action.

“I'm willing to stipulate that there will be those inefficiencies in this system but I was lucky lucky enough last night I was having dinner with the deputy secretary of the treasury Wally adiyama who was out here meeting with Founders including battery Founders in Silicon Valley on this very subject”

The United States lacks the centralized governance and industrial infrastructure necessary to quickly replicate China's manufacturing capabilities.

“Unless we become China and overnight magically and have Chinese style top-down governance and and you know, get people to work instantly, it's just not going to happen.”

The US has lacked a consistent industrial policy because of its focus on short-term profits, whereas China has successfully used state-led long-term planning to build industrial strength.

“Whereas in China you haven't had that. You've had a state that's been able to basically discipline and say here's what we want to do. We're going to do it long-term. Of course you need really really capable skilled people at the helm to be able to do this and China has had that.”

Western governments lack the consistent, long-term industrial policy direction found in China because of their frequent political turnover.

“I think one of the big issues with countries in the west is that we have these new governments every four or five years and so there's no constant direction.”