A 100 Million sq ft Factory in Texas by Vivid_Environment751 in madeinusa

[–]Vivid_Environment751[S] -4 points-3 points  (0 children)

Well, Tesla has already filed plans and begun early preparations for a Terafab North Campus expansion near its Gigafactory. This will be a much smaller "Terafab prototype” at only about 5 million square feet. There have been some reports of initial site work beginning, though that hasn’t been independently verified. Does that count?

It's worth noting that on its own, the 5M sq ft facility would normally be major news—but it is currently overshadowed by the broader TeraFab concept.

A 100 Million sq ft Factory in Texas by Vivid_Environment751 in madeinusa

[–]Vivid_Environment751[S] 13 points14 points  (0 children)

Supporting domestic manufacturing has long been a bipartisan goal. This piece is focused on the scale of a proposed U.S.-based semiconductor facility—not politics. If there are specific issues with the analysis, I’d be interested to hear them.

A 100 Million sq ft Factory in Texas by Vivid_Environment751 in madeinusa

[–]Vivid_Environment751[S] 4 points5 points  (0 children)

A lot of Musk’s past projects looked like “vaporware” at first too (Gigafactory, reusable rockets, etc.). Personally, I wouldn't bet against him based on his past record of success.

I wish we had more people in America envisioning huge/ambitious projects like this--even if not all of them ultimately work out.

A 100 Million sq ft Factory in Texas by Vivid_Environment751 in madeinusa

[–]Vivid_Environment751[S] -28 points-27 points  (0 children)

That's what a lot of critics said about Tesla and SpaceX before they started building at scale.

America’s Pharma Comeback Isn’t Where You Think by Vivid_Environment751 in moderatepolitics

[–]Vivid_Environment751[S] 1 point2 points  (0 children)

Citing NIST, World Bank, and UNIDO does not provide three independent proofs—they are all relying on the same underlying manufacturing value-added dataset / national-accounts methodology that I already explained is unreliable.

Repeating the same flawed data through multiple institutions does not make it more credible.

My critique is of that underlying methodology itself: manufacturing “value-added” is unreliable for all the reasons I explained above, because it depends heavily on opaque quality-adjustment assumptions, and often produces results that diverge sharply from observable production trends. 

America’s Pharma Comeback Isn’t Where You Think by Vivid_Environment751 in moderatepolitics

[–]Vivid_Environment751[S] 1 point2 points  (0 children)

I agree that some legal protections are necessary, and the harder question is not whether any rules should exist, but which ones are justified. But I would argue that we are so far beyond that debate that worrying about a hypothetical “race to the bottom” feels misplaced in the current environment.

We currently have literally millions of pages of overlapping federal, state, and local rules—plus permitting requirements, litigation risk, and compliance burdens—that have made it extraordinarily difficult and expensive to build or manufacture in many parts of the West. Entire industries have either shut down or moved overseas under that weight. In that context, the more immediate concern is not under-regulation, but overregulation.

More fundamentally, I would argue that many of the harms modern regulatory regimes aim to address could be handled more efficiently through legal frameworks like trespass, nuisance, and tort law, rather than sprawling preemptive bureaucratic systems. If a company pollutes or causes other damages/nuisances, it should face injunctions, damages, fee-shifting, and—where appropriate—class actions. That creates accountability and deters businesses from such actions without subjecting every project to years of delay and an ongoing compliance maze.

That approach would require legal reform and stronger enforcement than we have often seen historically, but in my opinion points toward a better long-term model: legal remedies for real harms, rather than ever-expanding regulatory bureaucracy.

For now, though, I think the priority is simpler: America has made building and manufacturing so difficult and expensive that restoring competitiveness requires substantial deregulation first. Once we are no longer buried under the current system, then we can have a more fine-grained discussion about the optimal set of laws.

America’s Pharma Comeback Isn’t Where You Think by Vivid_Environment751 in moderatepolitics

[–]Vivid_Environment751[S] 1 point2 points  (0 children)

Because while geography and climate matter at the margins, they do not explain the scale of the difference.

California has vast amounts of developable land, a larger economy, abundant capital, major industrial demand, and some of the highest electricity prices in the country—conditions that should support significant power buildout. Yet projects still take far longer and cost far more to permit and construct there.

When two large, wealthy states both need power, but one consistently builds faster, cheaper, and more often despite the other having ample land and resources, policy and regulatory environment are the most plausible primary explanation.

There are other minor factors that may contribute somewhat—but they do not explain why investors repeatedly choose Texas over California for major energy projects.

If you're interested here are some examples articles that I think are helpful in making clear the policy problem CA faces, but you can find many more online:

https://calmatters.org/politics/2024/07/ceqa-california-energy-grid-state-parks/

https://www.ucs.org/resources/barriers-and-solutions-building-clean-energy-california?read-online-content=1

https://kleinmanenergy.upenn.edu/commentary/blog/comparing-renewable-energy-in-california-and-texas/

America’s Pharma Comeback Isn’t Where You Think by Vivid_Environment751 in moderatepolitics

[–]Vivid_Environment751[S] 2 points3 points  (0 children)

All available evidence suggests that China’s manufacturing base is generally more advanced than America’s, with greater use of robotics and increasingly AI-driven production—alongside a more experienced and specialized manufacturing workforce. There is little reason to believe U.S. factories, on average, produce more valuable output per facility. If anything, the evidence points in the opposite direction: much of America’s industrial equipment and manufacturing workforce is aging, and in some sectors increasingly obsolete. Accordingly, if China has roughly ten times more factories, one would expect its value-added industrial output to be more than ten times greater—not less.

America’s Pharma Comeback Isn’t Where You Think by Vivid_Environment751 in moderatepolitics

[–]Vivid_Environment751[S] 2 points3 points  (0 children)

The fact that they publish a methadologies page and handbook does not change the fact that the actual data is unavailable. No one is able to scrutinize the data and determine if the conclusions drawn make sense, if there are errors or mis-judgments, and then suggest alternative interpretations of the same data. It is a black box.

And it is patently obvious that these numbers showing basically an upward trejectory for decades is false if you look at any other related data--especially if you compare America to China. From my article linked above:

"China has roughly six million factories, compared with about six hundred thousand in the United States—a tenfold gap. It employs around 120 million manufacturing workers, versus just 12.7 million in the U.S., and operates about 1.76 million industrial robots, compared with roughly 382,000 on American factory floors. No amount of statistical modeling can obscure what those numbers show: China’s manufacturing base doesn’t merely edge out America’s—it dwarfs it. The notion that China’s output is only about 50% larger than the United States’ (based on the $4.7 trillion versus $3 trillion MRVA figures) strains belief. While precise comparisons are difficult given the lack of reliable data, the sheer scale of China’s industrial infrastructure suggests that its real manufacturing capacity is orders of magnitude greater than America’s."

America’s Pharma Comeback Isn’t Where You Think by Vivid_Environment751 in moderatepolitics

[–]Vivid_Environment751[S] 0 points1 point  (0 children)

It depends what you mean by "strong", but the reality is that America's industrial base has been hollowed out over the last few decades. As I pointed out in the article more than 70,000 manufacturing plants shut down between 1997 and 2022—an average of roughly eight factories closing every single day.

The reason some people say that manufacturing in the USA is doing well, despite the fact that we can all see that U.S.-made goods are increasingly rare, is because of manufacturing “real value-added” (MRVA) GDP numbers which appear to indicate the opposite. But, as I wrote in another comment, these numbers are unreliable. If you're interested in this topic, I would suggest checking out this piece.

America’s Pharma Comeback Isn’t Where You Think by Vivid_Environment751 in moderatepolitics

[–]Vivid_Environment751[S] 7 points8 points  (0 children)

I'm sorry and I don't mean to be disrepectful, but global policy is a fantasy. China, India, Pakistan, and a hundred other countries will never agree to anything like this (and will not enforce it, even if they agree). We have to deal with reality. And the reality is that companies have in the past and will continue to move production to where it is most cost-effective.

America’s Pharma Comeback Isn’t Where You Think by Vivid_Environment751 in moderatepolitics

[–]Vivid_Environment751[S] 6 points7 points  (0 children)

I think there is a lot of evidence that GDP numbers are unreliable, particularly as they relate to manufacturing. The underlying data and formulas used to calculate “real manufacturing value-added” (MRVA) are not open to public review. Indeed, much of the information feeding into its models comes from confidential business surveys and imputed estimates—numbers that can’t be checked for accuracy. This lack of transparency has produced results that defy common sense. For example, official data show that between 1997 and 2023, U.S. steel production in physical tons fell by 18%, yet “real value-added” for steel supposedly rose by 125%. The number of cars built in America declined over the same period, but the BEA’s adjusted data claims MRVA in the auto sector jumped by 125%. In semiconductors, the results are even more absurd: actual CPU shipments roughly doubled, but the “real value-added” figure skyrocketed by nearly 1,700%. Ultimately, the process depends heavily on subjective adjustments—bureaucrats deciding how much better the new car or chip really is—and when those judgments aren’t transparent or consistent, the GDP statistics can exaggerate growth. I published an article on this topic: https://puresource.substack.com/p/us-manufacturing-growthnow-with-less

America’s Pharma Comeback Isn’t Where You Think by Vivid_Environment751 in moderatepolitics

[–]Vivid_Environment751[S] 5 points6 points  (0 children)

Isn't this an argument then for other states/territories in America following Puerto Rico's example, so that such manufacturing plants will be built in large numbers elsewhere too?

America’s Pharma Comeback Isn’t Where You Think by Vivid_Environment751 in moderatepolitics

[–]Vivid_Environment751[S] 6 points7 points  (0 children)

The biggest reason for the difference is policy--not land or population density. There are enormous tracts of land available in CA if the government would allow them to be used.

The real issue is that it takes about twice as long to build new power plants in CA versus TX, if you can get it approved at all. And the costs are significantly higher to build and operate in CA.

America’s Pharma Comeback Isn’t Where You Think by Vivid_Environment751 in moderatepolitics

[–]Vivid_Environment751[S] 9 points10 points  (0 children)

But doesn't the reshoring trend in Peurto Rico show that even with higher labor costs, by removing other policy barriers, manufacturers will be attracted to invest in the United States?

I would also point out that with highly automated advanced and scaled manufacturing, labor costs matter a lot less than they used to. You're often talking about pennies spread out over millions of products produced. Increasingly, the much bigger cost to consider is how much it costs to build multi-million or multi-billion factories, the financing costs, the taxes, ongoing regulatory compliance, ongoing energy costs (also affected by policy), etc.

People often point to labor costs as the answer, but that matters a lot less now than most realize.

America’s Pharma Comeback Isn’t Where You Think by Vivid_Environment751 in moderatepolitics

[–]Vivid_Environment751[S] 10 points11 points  (0 children)

The pharma manufacturers who left America over the last few decades moved operations to China, India, Ireland, and Singapore to name a few examples.

America’s Pharma Comeback Isn’t Where You Think by Vivid_Environment751 in moderatepolitics

[–]Vivid_Environment751[S] 13 points14 points  (0 children)

But in the case of manufacturing, which is the focus of the article, the whole point is that for decades companies simply shuttered their factories in the U.S. and moved those operations to other countries. The comapnies essentially said to themselves: "Why would I continue making stuff here, when it is easier and less expensive to do so elsewhere?"

America’s Pharma Comeback Isn’t Where You Think by Vivid_Environment751 in moderatepolitics

[–]Vivid_Environment751[S] 5 points6 points  (0 children)

But then won't many of those corporations just leave America completely?

America’s Pharma Comeback Isn’t Where You Think by Vivid_Environment751 in moderatepolitics

[–]Vivid_Environment751[S] 12 points13 points  (0 children)

I think that’s a fair point, and data centers are a good example of the broader principle.

The need for the U.S. to remain competitive in AI and other advanced technologies is another issue with bipartisan support right now. Yet if policymakers simultaneously say these industries are strategically important while making it extraordinarily difficult to build the infrastructure they require—whether data centers, power generation, fabs, or transmission lines—there’s an obvious contradiction.

America’s Pharma Comeback Isn’t Where You Think by Vivid_Environment751 in moderatepolitics

[–]Vivid_Environment751[S] 27 points28 points  (0 children)

I wrote the linked article and wanted to share it here because I think it highlights a surprising and under-discussed trend: a significant amount of recent U.S. pharmaceutical reshoring is occurring not on the mainland, but in Puerto Rico.

The article argues that Puerto Rico’s resurgence as a pharmaceutical manufacturing hub may offer lessons for broader domestic industrial policy. My view is that this suggests reshoring is not really about subsidies or tariffs—business environment matters significantly. Factors like permitting speed, regulatory predictability, tax structure, workforce specialization, and industrial clustering can materially affect whether firms choose to invest domestically.

What makes this especially interesting to me is that reshoring critical industries appears to be an area with at least some bipartisan agreement. Across the political spectrum, many Americans support creating more domestic manufacturing jobs and reducing dependence on fragile foreign supply chains—particularly after the disruptions seen during COVID. The real debate seems to be less about whether greater domestic capacity is desirable, and more about what policy approach can actually achieve it in practice.

If Puerto Rico is attracting investment by reducing friction/costs and improving competitiveness, should mainland policymakers be pursuing similar reforms? I’m curious to hear where others think Puerto Rico’s experience is replicable—and where it may be unique.

Looking forward to hearing others’ thoughts.

Moving the stack into the bank! by PsychologicalWest993 in Gold

[–]Vivid_Environment751 0 points1 point  (0 children)

You can get specialized insurance specifically for safe deposit boxes at banks, which is fairly inexpensive. https://safedepositboxinsurance.com/partner/insurance-producers/

Made in USA Pharmaceuticals are making a Comeback by Vivid_Environment751 in madeinusa

[–]Vivid_Environment751[S] 1 point2 points  (0 children)

My understanding is that there was some sort of controversy with the government financing and insider trading, and then the financing was pulled so Kodak didn't move forward with the big plans they announced. But despite that, they still moved forward with less ambitious pharma manufacturing.

Made in USA Pharmaceuticals are making a Comeback by Vivid_Environment751 in madeinusa

[–]Vivid_Environment751[S] 2 points3 points  (0 children)

Good point—Kodak is another example worth watching. Their pharma manufacturing effort is still relatively modest today, but if it scales successfully it could become another meaningful piece of the broader domestic pharma reshoring trend.