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The article uses charts to show a modest uptick in US manufacturing—driven mainly by AI machinery—while factories and non-AI equipment remain underbuilt. It also highlights a spike in canned cocktails, the rise of zero-click search driven by AI summaries, and increased volatility across public SaaS stocks.
a16z led Westmag’s seed round to create a domestic motor and actuator manufacturer, tackling U.S. supply-chain reliance on Chinese parts amid tighter drone regulations. Founders David Hansen and Jordan Sanders have set up a semi-automated factory in South San Francisco and are scaling production for defense and robotics customers.