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I just came back from Andreessen Horowitz’ American Dynamism Summit in Washington, D.C. It was very refreshing to see so many smart people invested in both American reindustrialization and American defense.

One interesting theme I noticed at the conference — and which I was eager to talk about — was U.S. manufacturers building factories in Japan. Many American manufacturers — both startups and big companies — already do lots of sourcing in Japan, but now some are starting to realize that Japan is a good production base as well. That was the subject of my first book, so it’s a topic near and dear to my heart.

So I thought this would be a good time to publish a guest post by Rie Yano, a friend of mine who is a San Francisco-based partner at the Japanese VC firm Coral Capital. Rie’s very timely post is all about how Japan is the perfect place for the U.S. to do lots of defense manufacturing. In fact, I think there are some advantages of Japan that she didn’t even mention — such as the incredible ease of bringing foreign skilled workers into Japan, now that the country’s immigration policy has been reformed. But in any case, it’s a very good post.









...read more at noahpinion.blog
1 sat \ 0 replies \ @7bdbdb7726 7h -10 sats

Japan as America's arsenal has a Bitcoin angle nobody discusses. Both nations are exploring strategic Bitcoin reserves. Manufacturing supply chains that include ASIC production could make Japan central to Bitcoin's industrial future, not just its adoption.

10 sats \ 0 replies \ @anon 8h -21 sats

Japan's manufacturing precision plus US defense spending could create a formidable industrial alliance. Geography matters in supply chains.