美國副總統 Vance 談全球化理念和富國與窮國

全球化如何適得其反：中國以自己的方式擊敗西方

How Globalization Backfired: China BEAT the West at Its Own Game

美國副總統 JD Vance 談“全球化理念”和“富國與窮國

US Vice President JD Vance on the 'idea of globalisation', and 'rich & poor countries'

2025年3月20日
https://www.youtube.com/watch?v=sYZtUOAgZ0U

西方國家如何建立了一個旨在維護其權力的全球體係，但最終卻賦予了他們想要控製的國家權力。全球化本應製衡中國，而不是讓中國稱霸全球。

JD Vance 詳細闡述了外包、廉價勞動力和經濟傲慢如何幫助中國從製造 iPhone 轉向設計自己的技術，在從人工智能到電動汽車等各個領域威脅美國。

探討了蘋果的崛起、華盛頓共識的失敗，以及“曆史的終結”信念如何蒙蔽了西方。

???? 這不僅僅是經濟學。這是幻想的破滅。

???? 以 JD Vance、蘋果、國際貨幣基金組織數據、曆史相似之處以及全球化承諾背後的殘酷真相為特色。

美國副總統 JD Vance 周三表示，美國目前占全球船舶建造量的 0.1%，即 1% 的十分之一。另一方麵，中國現在製造的商用船舶比世界其他國家加起來還要多。事實上，僅去年一年，北京一家國有企業建造的商用船舶就比美國自二戰結束以來生產的船舶還要多。因此，雖然我們仍然是技術和創新領域的領導者，但我認為前景中出現了令人不安的跡象。

美國副總統 J.D. Vance 在美國活力峰會上批評了全球化實驗，認為由於假設有誤，該實驗失敗了。他強調了將設計和製造分開到不同國家是一個錯誤。雖然較富裕的國家希望在外包生產的同時保留高價值的設計工作，但製造業中心最終發展了自己的設計專業知識——這給將產業外包的國家帶來了競爭劣勢。

副總統還批評了對廉價勞動力的依賴，稱其為阻礙創新的“拐杖”。他認為，離岸外包和移民阻礙了生產力，而勞動力成本的上升可能會推動技術進步，正如工資上漲刺激自動化所見。
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很高興來到這裏，感謝大家今天邀請我，特別是 Ben 和 Mark，我隻是想在後台向 Ben 和 Katherine 打個招呼，但我知道 Mark 現在顯然得了流感，所以 Mark，無論你在哪裏，我想我得了和幾周前一樣的流感，這很糟糕，但我相信你會挺過去的，很高興和你們在一起，很高興談論美國活力的重要性，以及我們的政府將采取哪些措施來支持這個國家最具開創性和引人注目的公司，我知道你們每天都在努力工作，我認為這是相當好的消息，幾個月前，你們有一個政府與你們合作，促進你們的辛勤工作，而不是讓創新變得更加困難，我認為這是最後一個政府確實為喬·拜登辯護，他大部分時間都在睡覺，我認為他沒有完全意識到自己在做什麽，但這肯定沒有讓事情變得更容易，他的政府現在沒有為我們的創新者提供幫助，正如你們中的一些人可能已經看到的，我和本在後台談到了這個問題，上個月我在巴黎的一次會議上發言，我向一群首席執行官和外國領導人傳達的信息是，我們應該迎接未來，我們不應該害怕人工智能，特別是對於我們這些有幸成為美國人的人來說，我們不應該害怕富有成效的新技術，事實上，我們應該尋求主宰它們，而這肯定是本屆政府想要實現的目標，我懷疑這個房間裏的大多數人都有同樣的想法，如果你不是，我不知道你為什麽會參加美國活力會議，但我收到了一些擔心人工智能的破壞性影響，一位記者說，演講強調了技術樂觀主義者和特朗普總統聯盟的民粹主義右翼之間的緊張關係，今天我想以兩個部落的驕傲成員的身份談談這些緊張關係，讓我簡單地說，雖然這是一個善意的擔憂，但我認為這是基於一個錯誤的前提，這種認為技術進步的人和民粹主義者不可避免地會發生爭執的想法是錯誤的，我認為現實是，在任何充滿活力的社會中，技術當然都會進步，作為一名天主教徒，我想起了教皇約翰保羅二世在通諭的開篇，對不起，通諭呃勞動阿馬林引用了通過工作，人必須賺取每日的麵包，為科學技術的不斷進步做出貢獻，最重要的是不斷提升他所生活的社會的文化和道德水平。我之所以會這麽說，不僅是因為我是他的粉絲，還因為他正確地理解了在健康的經濟中，技術應該能夠提升而不是取代勞動力的價值。我認為，人們過於擔心人工智能會取代工作，而不是增強我們現在所做的許多事情。在 20 世紀 70 年代，如果你回溯到過去，許多人擔心自動櫃員機（我們稱之為 ATM）會取代銀行櫃員。事實上，ATM 的出現提高了銀行櫃員的工作效率，如今在金融領域從事客戶服務工作的人數比 ATM 發明時要多。當然，他們現在從事的工作略有不同。是的，他們從事的任務更有趣。更重要的是，他們現在比 20 世紀 70 年代賺的錢更多。我們創新有時確實會導致勞動力市場混亂，這種情況確實會發生，但美國創新的曆史是，我們傾向於提高人們的生產力，然後我們在此過程中提高他們的工資，我認為我們所有人都認為這是一件好事，畢竟，誰會說，人類的生產力因為晶體管、金屬氧化物半導體或蒸汽機的發明而降低呢？真正的創新使我們的生產力更高，但我認為，它還提高了我們工人的尊嚴，提高了我們的生活水平，增強了我們的勞動力和勞動力的相對價值，作為美國人，我們所有人都應該為我們非凡的傳統感到特別自豪，我認為這是美國發明東西的傳統，也是我們國家至今作為世界最重要的研發推動者的地位，但所有這些，技術在勞動力市場中扮演的角色，以及我們是否以興奮或恐懼的態度迎接創新突破，取決於目的首先，我們的經濟體係，我認為這是民眾的一個重要觀點，當我們把如此多的工業基地運往其他國家時，我們停止在國內製造有趣的新事物，這並不奇怪，例如，看看現在的造船業，如果你回到第二次世界大戰，美國建造了數千艘所謂的自由輪，用來運送部隊貨物和其他物品，每兩天建造三艘，現在我們在美國全年建造大約五艘商船，結果，美國今天占全球造船業的0.1%，另一方麵，中國現在製造的商船比世界其他國家加起來還要多，事實上，僅去年一年，北京的一家國有企業建造的商船就比美國自第二次世界大戰結束以來生產的商船還要多，所以，雖然我們仍然是技術和創新的領導者，但我認為存在一些令人不安的問題地平線上的跡象，我提出所有這些問題，想問一下，這聽起來像是一個政權嗎？我說的是中國，它將放棄使用人工智能或任何其他技術來推進自身利益並進一步損害競爭對手利益的機會。我認為答案是顯而易見的，這就是為什麽美國我們必須在技術上領先。是的，有擔憂，是的，有風險，但我們必須樂觀地、充滿希望地走向人工智能的未來，因為我認為真正的技術創新將使我們的國家更強大，所以去工業化、去工業化對我們的國家安全和勞動力都構成風險，這很重要，因為它影響到兩者，最終結果是這個國家的許多人被剝奪了生產過程的任何部分。當我們的工廠消失，這些工廠的工作崗位流向海外時，美國工人不僅麵臨財務不安全，還麵臨個人和社區身份的嚴重喪失，因此，這一切就回到了原點緊張局勢，即民眾與技術樂觀主義者之間的緊張局勢。當我們談論新發明和人工智能的革命性潛力以及你們正在研究的所有其他令人難以置信的技術時，我可以理解人們的懷疑態度，但我認為這種緊張局勢有點誇大其詞，所以我將回到一些技術樂觀主義者和我們這邊的民眾之間的分歧，我認為，當民眾展望未來並將其與過去發生的事情進行比較時，我認為他們中的許多人看到工人與工作、社區和團結感之間的疏遠，你會看到人們與目標感之間的疏遠，重要的是，他們看到領導階層相信福利可以取代工作，手機上的應用程序可以取代目標感，我記得在矽穀的一次晚宴，特別是在我從事科技行業的時候，我和我的妻子坐在一起我和一些美國重要科技公司的領導人進行了交談，這可能是在 2016 年或 2017 年，我談到了我真正擔心的事情，那就是我們正朝著一個方向發展，美國不再能支持靠中產階級工資生活的中產階級家庭，更重要的是，即使你有足夠的經濟活力來提供財富，確保這些人買得起房子，買得起食物等等，即使你取代了他們工作中的經濟要素，你也會摧毀工作本身的尊嚴和目的，我記得當時在場的一位科技公司 CEO，如果我提到他，你就會知道他的名字，他是一家價值數十億美元的公司的 CEO，他說‘好吧，我其實並不擔心人們失業後會失去目標，我說好吧，那你認為會發生什麽？取代那種目的感
他說，呃，數字化完全ersive 遊戲，然後我的妻子在桌子下麵給我發短信說“我們必須離開這裏，這些人現在都瘋了，當然，我認為首席執行官的觀點不代表這個房間裏的大多數人，但當我想到很多工人根據他們過去所見非常擔心未來，因為坦率地說，他們的領導未能為他們服務，然後我從很多技術樂觀主義者的角度考慮這個問題，我認為很多技術樂觀主義者認為過度監管扼殺了創新，我的意思是你們是建設者，他們是建設者，雖然他們可能同情那些失去工作的人，但他們更沮喪的是政府不允許他們創造未來的工作，他們知道在數字媒體中建立業務雖然很難，但在數字媒體中建立業務仍然更難在我們所謂的原子世界裏，他們看到政府讓他們的生活更加艱難，他們必須信任任何向政府尋求幫助的人，我建議我們的工人，一方麵是民粹主義者，另一方麵是技術樂觀主義者，都被這個政府辜負了，不僅是上屆政府，而且是過去 40 年的政府，因為當談到全球化時，我們的領導階層有兩種自負，第一種是假設我們可以將製造與設計分開，全球化的理念是富國將進一步向價值鏈上遊移動，而窮國則製造更簡單的東西，你打開一個 iPhone 盒子，上麵寫著在加利福尼亞州塞蒂諾設計的，當然，這意味著它將在深圳或其他地方製造，是的，有些人可能會失去製造業的工作，但他們可以學習設計或使用非常流行的短語
學習編碼，但我認為我們錯了，事實證明，從事製造業的地區在設計事物方麵非常擅長，存在網絡效應，正如你們所理解的，設計產品的公司與製造公司合作，他們共享知識產權，他們共享最佳實踐，有時甚至共享關鍵員工，現在我們假設其他國家在價值鏈中總是落後於我們，但事實證明，隨著他們在價值鏈低端變得更好，他們也開始在高端趕上我們，我們從兩端受到擠壓，現在這是全球化的第一個自負，我認為第二個是廉價勞動力從根本上來說是一種拐杖，它是一種抑製創新的拐杖，我甚至可以說，這是一種太多美國公司上癮的毒品，現在如果你能更便宜地製造產品，那麽這樣做就太容易了，而不是創新，無論我們是否將工廠外包給廉價勞動力經濟體或通過我們的移民係統進口廉價勞動力，廉價勞動力成為西方經濟體的毒品，我想說，如果你看看從加拿大到英國的幾乎每個進口大量廉價勞動力的國家，你就會發現生產力停滯不前，我不認為這不是完全發生的立場，我認為這種聯係非常直接，現在你聽到的關於最低工資的爭論之一是，最低工資的增加迫使公司實現自動化，因此麥當勞的工資提高意味著更多的售貨亭，無論你對最低工資的合理性有何看法，我都不會在這裏對此發表評論，公司在沒有廉價勞動力的情況下進行創新是一件好事，我認為你們大多數人並不擔心越來越便宜的勞動力，你們擔心的是創新創造新事物，關於舊的技術公式是用更少的資源做更多的事情大家每天都在努力用更少的資源做更多的事情，所以我想請我的朋友們，無論是技術樂觀主義者還是民粹主義者，不要把全球化邏輯的失敗看作是創新的失敗。事實上，我認為全球化對廉價勞動力的渴求是一個問題，正是因為它不利於創新，我們的勞動人民、我們的民眾和我們今天聚集在這裏的創新者都有著相同的敵人，而我認為解決方案是美國的創新，因為從長遠來看，技術可以提高勞動力的價值，創新就像美國體係和它引發的可互換零件革命，或者福特的流動裝配線，它使我們工人的生產力飛速增長，這就是美國工業成為世界羨慕對象的原因，這也是我今天真正想談的，為什麽創新是贏得全球製造業競爭的關鍵，是給予我們的工人公平待遇，是重新奪回我們的遺產，通過美國偉大的工業複興。我相信這就是我們正處於美國偉大工業複興的風口浪尖。因為創新就是提高工資，這是保護我們家園的手段，我知道我們這裏有很多國防技術公司，這是在戰場上拯救士兵生命的方法，我知道今天在座的各位都基本同意，這就是為什麽我們擁有一些最偉大的發明家和思想家，以及能源精密加工、無數關鍵的高價值行業，就在這個房間裏，我認為另一個將你們所有人團結在一起的原因是，你們都是建設者，我使用這個詞，幾年前馬克的宣言讓我非常感動，關於美國，我們是一個建設者的國家，我們製造東西，我們創造東西，你們每個人來參加這次峰會，不是因為你們開發了一些曇花一現的應用程序，而是因為你們正在構建一些非常真實的東西，你們正在建立新工廠，你們正在將利潤重新轉化為研發，你們正在為美國同胞創造新的就業機會，這就是為什麽我如此喜歡你們，本和馬克斯以及我們政府現在認識到的整個努力，是時候將我們的工作利益與你們所有人的利益結合起來了，是時候將我們科技公司的利益與整個美國的利益結合起來了，現在你們都以自己的方式響應了這一號召，畢竟，沒有什麽強迫任何人今天來到這個房間裏，你們每個人都可以在東南亞中國設立總部，我相信你們在經濟上會做得很好，但我希望你們在這裏，因為你們熱愛你們的國家，你們熱愛它的人民，熱愛它給你們的機會，你們認識到，建設事物，我們創造經濟新創新的能力不能是一場逐底競爭，現在美國不會通過放棄童工法或支付比中國或越南勞工更低的工資來贏得未來，我們不希望這樣，而且我們不會考慮我們隻有像往常一樣保護工人、支持創新者，同時做好這兩件事，才能贏得勝利，所以我想在這裏談一些具體的事情，特朗普政府為實現美國製造業的偉大複興製定的偉大計劃很簡單，你在美國製造有趣的新事物，那太好了，我們將削減你的稅收，我們將削減監管，我們將降低能源成本，這樣你就可以建設，我們的目標是激勵在我們自己的邊境、在我們自己的企業、我們自己的工人和我們自己的創新上進行投資，我們不希望人們尋求廉價勞動力，我們希望他們在美國投資和建設，所以如果你允許的話，我想談談特朗普政府已經在推行的幾種支持創新的經濟方式，這種經濟讓我們的工人蓬勃發展，讓我們的公司在競爭中勝過外國同行，簡而言之，這是一種充滿活力的美國優先，為各行各業、各種類型的美國人服務，現在，特朗普總統首先開始認真地重新安排我們的國際貿易和關稅製度，我們認為關稅是保護我們的工作和我們的行業免受其他國家侵害的必要工具，也是保護我們工人在全球化市場中的勞動價值的必要工具，事實上，結合正確的技術，它們使我們能夠將工作帶回美國，創造未來的工作，隻需看看過去幾個月的汽車行業，這是一個重要的例子，當你在汽車製造業等關鍵行業周圍建立關稅壁壘，並將其與先進的機器人技術和更低的能源成本以及其他提高美國勞動力生產率的工具相結合時，你現在就給美國工人帶來了倍增效應，這反過來又允許公司以具有競爭力的價格在這裏生產產品，我們的總統得到了這一點，這就是為什麽上個月我們在經曆了多年的停滯之後發布了 9,000 個新的汽車工作崗位，或者汽車行業甚至出現衰退，這就是為什麽僅僅幾周後，我們就收到了來自本田、現代和 Stellantis 的新計劃生產公告，價值數十億美元，並在已經創造的崗位基礎上增加了數千個工作崗位，現在這需要努力，這是總統第一任期內的工作，總統撕毀北美自由貿易協定，為北美的美國製造商創造新的美國協議，但這是重要的工作，我們現在要做，第二，所有這一切，就是為什麽總統如此積極地處理非法移民問題，因為他知道廉價勞動力不能替代經濟創新帶來的生產力增長，所以我們在邊境嚴厲打擊非法移民，上個月的結果不言而喻，移民過境人數下降了 94%，降至曆史最低水平，而這發生在兩個月的嚴厲邊境執法之後，這要歸功於特朗普總統上個月的領導使大多數就業增長都流向了在美國本土出生的美國公民這是一年多以來第一次，大多數就業機會實際上都給了美國公民，三分之一的政府專注於降低我們的製造商和其他所有人的投入成本，以實現能源和富足，我知道 Doug Bergam 早些時候來過這裏，我們稍後會來，這是最重要的，因為當我們看一些最令人興奮的新技術應用時，我們意識到需要大量的電力來維持它們的運行，我們很高興有來自阿拉伯聯合酋長國的朋友，一些商界領袖和政府領導人本周來到城裏，與我們的政府會麵，他們不斷強調的一件事是，不幸的是，我們的歐洲盟友中很少有人明白，如果你想在人工智能領域處於領先地位，你就必須在能源生產領域處於領先地位，所以我們將在那裏設定步伐，我們將從前線引領，現在我們已經看到了好消息，即使隻是幾個月，也有進步的跡象汽油和柴油價格正在下降，美國原油每桶價格大幅下降，上周三，政府采取重大措施，使能源更加便宜，並將我們的公司從令人窒息的環境法規中解放出來，這很好，但當然，在未來四年裏，我們還有很多工作要做，製定正確的稅收法案對你們所有人和你們的所有工人來說都特別重要，我們知道恢複資本投資的 100% 獎金折舊以及再次全額費用化研發是多麽重要，我們希望人們在美國投資，我們將確保稅法反映這一點，為了在原始稅法（即總統第一屆政府的稅法）成功的基礎上再接再厲，我們的政府正在努力擴大一些對工業基礎至關重要的條款，例如擴大全額費用化以涵蓋包括製造商在內的企業主的工廠建設，使 2017 年的減稅永久化將提供進一步的信心和可預測地投資於新技術和設備 雇用更多美國工人並發展所有企業 我們還有很多事情要做，但該國已經開始看到本屆政府對生產者和消費者的大膽經濟議程的回報 通貨膨脹終於開始下降 上周核心CPI降至2021年4月以來的最低水平，當談到勞動力市場時，上個月的就業報告顯示出現了巨大的逆轉 創造了10,000個新的製造業就業崗位，而去年我們失去了100,000多個製造業崗位 你可能已經聽到總統說，自上任以來不到兩個月的時間，他已經在美國各地獲得了超過1.7萬億美元的新投資，這意味著製造業、人工智能、其他硬科技領域等數十萬個新工作崗位，所以我們認為有很多事情值得興奮，有很多事情我們對此感到興奮，我們當然希望你們也感到興奮，但特朗普總統經濟政策的基本前提和基本目標是，我認為要撤銷這個國家 40 年來失敗的經濟政策，長期以來，我們沉迷於海外廉價勞動力，並將其進口到我們自己的國家，我們變得懶惰，我們過度監管我們的行業，而不是支持它們，我們對我們的創新者征收過高的稅，而不是讓他們更容易建立自己的偉大公司，我們讓在美國建立和投資變得太難了，這種情況在兩個月前就停止了，它將繼續停止，並將繼續為美國工人和雇用他們並支持他們的美國企業而戰，所以我要感謝你們所有人的兩件事，第一，我要再次感謝你們所有人所做的一切，你們本可以選擇簡單的道路，這個房間裏的每個人，總統會說你們的智商都非常高，你們是一些你們是美國最有才華的人，你們選擇在美國建立自己的企業，對此我深表感謝，但我想說的第二件事是，我認為你們不僅僅是在建立自己的企業，我認為你們是美國偉大工業複興的一部分，無論是未來的戰爭，未來的工作，還是未來的經濟繁榮，我們都相信，我們必須在美國建立它，所以感謝你們所有人的建設，感謝你們所有人建設美國，感謝你們所有人建設我想讓我的孩子在其中成長的那種社會，上帝保佑你們，感謝你們接待我。

US Vice President JD Vance on the 'idea of globalisation', and 'rich & poor countries'

ThePrint 2025年3月20日
https://www.youtube.com/watch?v=sYZtUOAgZ0U

United Satates Vice Precident JD Vance Wednesday said United States today accounts for 0.1%, one-tenth of 1% of global ship building. China, on the other hand, now makes more commercial ships than the rest of the world combined. In fact, one of Beijing's state-owned firms built more commercial ships just last year than all of America has produced since the end of World War II. So while we remain the leader in technology and innovation, I think there are troubling signs on the horizon.'

Vice President J.D. Vance criticized globalization experiment at the American Dynamism Summit, arguing that it has failed due to flawed assumptions. He highlighted how separating design and manufacturing across different countries was a mistake. While wealthier nations expected to retain high-value design work while outsourcing production, manufacturing hubs eventually developed their own design expertise—creating a competitive disadvantage for countries that offshored their industries.

The VP also criticized reliance on cheap labor, calling it a "crutch" that inhibits innovation. He argued that offshoring and immigration have stalled productivity, while higher labor costs could drive technological advancements, as seen with automation spurred by rising wages.
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it's uh it's great to be here thanks to everybody for having me today in particular Ben and Mark and I just got to say hello to Ben um and Katherine backstage but I know I know apparently Mark has the flu right now so Mark wherever you are uh I think I had the
same flu like a few weeks ago it sucks
but uh I'm sure I'm sure you'll get
through it and it's great to to be with
you all and it's great to talk about the
importance of American dynamism and what
our administration is going to do to
support so many of the country's most
groundbreaking and compelling companies
i know that you guys are working hard
every single day and I think it's pretty
good news right that as of a couple of
months ago you have an administration
that's working with you and facilitating
your hard work instead of making it
harder to innovate which is I think what
the last administration did though in
defense of Joe Biden he was asleep most
of the time i don't think he totally
realized what he was doing but uh it
certainly didn't make it easier his
administration did not for our
innovators now as some of you may have
seen and I talked about this with Ben
backstage I spoke at a conference in
Paris last month where my message to a
group of CEOs and foreign leaders was
that we should embrace the future
head-on we shouldn't be afraid of
artificial intelligence and that
particularly for those of us lucky
enough to be Americans we shouldn't be
fearful of productive new technologies
in fact we should seek to dominate them
and that's certainly what this
administration wants to accomplish i
suspect that most of you in this room
are of like mind and if you're not I
don't know why the hell you're at the
American Dynamism Conference but I I
received some push back from people who
are worried about the disruptive effects
of AI you one journalist suggested the
speech highlighted the tension between
the quote techno optimists and the
populist right of President Trump's
coalition and today I'd like to speak to
these tensions as a proud member of both
tribes and let me put it simply while
this is a well-intentioned concern I I
think it's based on a faulty premise
this idea that tech forward people and
the populists are somehow inevitably
going to come to a loggerheads is wrong
i think the reality is that in any
dynamic society technology is going to
advance of course and speaking as a
Catholic I think back to Pope John Paul
II's opening lines of the encycl excuse
me encyclical uh labor amarins quote through work man must earn
his daily bread and contribute to the
continual advance of science and
technology and above all to elevating
unceasingly the cultural and moral level
of the society within which he lives end
quote now I quote the Holy Father not
only because I'm a fan of his but also
because he rightly understood that in a
healthy economy technology should be
something that enhances rather than
supplants the value of labor and I think
there's too much fear that AI will
simply replace jobs rather than
augmenting so many of the things that we
do now in the 1970s if you go back a
little ways many feared that the
automated teller machine what we call
the ATM would replace bank tellers in
reality the advent of the ATM made bank
tellers more productive and you have
more people today working in customer
service in the financial sector than you
had when the ATM was created now they're
doing slightly different jobs of course
yes they're doing more interesting tasks
also and importantly they're making more
money than they were in the 1970s now
when we innovate we do sometimes cause
labor market disruptions that has that
happens but the history of American
innovation is that we tend to make
people more productive and then we
increase their wages in the process and
I think all of us believe that's a good
thing now after all who would claim that
man was made less productive by the
invention of the transistor or the metal
eighth or the steam engine real
innovation makes us more productive but
it also I think dignifies our workers it
boosts our standard of living it
strengthens our workforce and the
relative value of its labor and as
Americans all of us should be
particularly proud of our extraordinary
heritage i think it is American heritage
of inventing things and of our nation's
status to this day as the world's
foremost driver of research and
development but all of this the role
that technology plays in a labor market
and whether we greet innovative
breakthroughs with excitement or with
trepidation depends on the purpose of
our economic system in the first place
and I think this is where the populace
have an important point it should be no
surprise that when we send so much of
our industrial base to other countries
we stop making interesting new things
right here at home look for example at
ship building now if you go back to
World War II America constructed
thousands of so-called liberty ships to
carry troops cargo and other things
building them at a pace of three ships
every two days three ships every two
days now we build about five commercial
ships across an entire year in the
United States of America and as a result
the United States today accounts
for.1% onetenth of 1% of global ship
building china on the other hand now
makes more commercial ships than the
rest of the world combined in fact one
of Beijing's stateowned firms built more
commercial ships just last year than all
of America has produced since the end of
World War II so while we remain the leader in
technology and innovation I think there
are troubling signs on the horizon and I
raise all this to ask does this sound
like a regime I'm speaking of China that
will pass up on the opportunity to use
AI or any other technology to advance
their own interests and further
undermine the interests of their rivals
i think the answer is obvious and that's
why America we've got to be tech forward
yes there are concerns yes there are
risks but we have to be leaning into the
AI future with optimism and hope because
I think real technological innovation is
going to make our country stronger so
de-indust de-industrialization poses
risks both to our national security and
our workforce it's important because it
affects both and the net result is
dispossession for many in this country
of any part of the productive process
and when our factories disappear and the
jobs in those factories go overseas
American workers are faced not only with
financial insecurity they're also faced
with a profound loss of personal and
communal identity and so to come full
circle on this tension alleged tension
between the populace and the techno
optimists I can understand a reaction of
skepticism when we talk about the
revolutionary potential of new invention
and artificial intelligence and all the
other incredible technologies that you
guys are working but I think that that
tension is a little overstated and so
I'm going to come back to what's sort of
dividing some of the tech optimists and
the populace on our side i think the
populace when they look at the future
and when they compare it to what's
happened in the past I think a lot of
them see alienation of workers from
their jobs from their communities from
their sense of solidarity you see the
alienation of people from their sense of
purpose and importantly they see a
leadership class that believes welfare
can replace a job and an application on
a phone can replace a sense of purpose i
remember a Silicon Valley dinner uh in
in particular back when I was in in my
tech days where my wife and I were
sitting around talking to some of the
leaders of of the important technology
firms of the United States and this is
probably in 2016 or 2017 and I was
talking about my real worry that we were
heading in a direction where America
could no longer support middle class
families working on middle class wages
and importantly that even if you had
enough economic dynamism to provide the
wealth to ensure those people could you
know afford to buy a house and afford
their food and so forth that even if you
replace the financial element of their
jobs you would destroy something that
was dignified and purposeful about work
itself and I remember one of the tech
CEOs who was there that you know CEO you
would know his name if I mentioned it he
was the CEO of a of a multi-billion
dollar company he said 'Well I'm
actually not worried about the loss of
purpose when people lose their jobs and
I said okay well what do you think is
going to replace that sense of purpose
and he said uh digital fully immersive
gaming and then my my wife texted me
underneath a table and said "We have to
get the hell out of here these people
are effing crazy now I don't think that of course that
CEO's views are representative of of of
most people in this room but when I
think about the the the a lot of the
workers based on what they've seen in
the past are very worried about the
future because frankly their leadership
has failed to serve them and then I
think about this from the perspective of
a lot of the tech optimists i think a
lot of the tech optimists they see
overregulation they see stifling
innovation i mean you guys are builders
they are builders and while they may
sympathize with those who lost a job
they're much more frustrated that the
government won't allow them to build the
jobs of the future and they know that as
hard as it is to build a business in
digital media it's still harder to build
one in robotics or life sciences or
energy in what we call the world of
atoms they see a government that makes
their lives harder and they must trust
anyone who looks to that government for
aid and what I propose is that each
group our workers the populists on the
one hand the tech optimists on the other
have been failed by this government not
just the government of the last administration but the government in
some ways of the last 40 years because
there were two conceits that our leadership class had when it came to
globalization the first is assuming that we can
separate the making of things from the
design of things the idea of globalization was that rich countries
would move further up the value chain
while the poor countries made the simpler things you would open an iPhone
box and it would say designed in Certino
California now the implication of course
is that it would be manufactured in
Shenzhen or somewhere else and yeah some
people might lose their jobs in manufacturing but they could learn to
design or to use a very popular phrase
learn to code but I think we got it
wrong it turns out that the geographies
that do the manufacturing get awfully
good at the designing of things there
are network effects as you all well
understand the firms that design
products work with firms that
manufacture they share intellectual
property they share best practices and
they even sometimes share critical
employees now we assumed that other
nations would always trail us in the
value chain but it turns out that as
they got better at the low end of the
value chain they also started catching
up on the higher end we were squeezed
from both ends now that was the first
conceit of globalization i think the
second is that cheap labor is
fundamentally a crutch and it's a crutch
that inhibits innovation i might even
say that it's a drug that too many
American firms got addicted to now if
you can make a product more cheaply it's
far too easy to do that rather than to
innovate and whether we were offshoring
factories to cheap labor economies or
importing cheap labor through our
immigration system system cheap labor
became the drug of Western economies and
I'd say that if you look in nearly every
country from Canada to the UK that
imported large amounts of cheap labor
you've seen productivity stagnate and I
don't think that's that's not a total
happen stance i think that the
connection is very direct now one of the
debates you hear on the minimum wage for
instance is that increases in the
minimum wage force firms to automate so
a higher wage at McDonald's means more
kiosks and whatever your views on the
wisdom of the minimum wage I'm not going
to comment on that here companies
innovating in the absence of cheap labor
is a good thing i think most of you are
not worried about getting cheaper and
cheaper labor you're worried about
innovating about building new things
about the old formulation of technology
is doing more with less you guys are all
trying to do more with less every single
day and so I I'd ask my friends both on
the the tech optimist side and on the
populist side not to see the failure of
the logic of globalization as a failure
of innovation indeed I'd say that
globalization's hunger for cheap labor
is is a problem precisely because it's
been bad for innovation both our working
people our populace and our innovators
gathered here today have the same enemy
and the solution I believe is American
innovation because in the long run it's
technology that increases the value of
labor innovations like the American
system and the interchangeable parts
revolution it sparked or Ford's moving
assembly line that skyrocketed the
productivity of our workers that's how
American industry became the envy of the
world and that's what I really want to
talk about today why innovation is key
to winning the worldwide manufacturing
comp competition to giving our workers a
fair deal and to reclaiming our heritage
via America's great industrial comeback
and I believe that's what we're on the
cusp of a great American industrial
comeback because innovation is what
increases wages it's what protects our
homelands and I know we have a lot of
defense technology uh companies here
it's what saves troops lives on the
battlefield and I know everyone here
today largely agrees it's why we have
some of the greatest in inventors and
thinkers and energy precision machining
countless critical high-value industries
just in this room and I think the other
thing that unites all of you is that
you're builders and I and I use that
word deli i was very moved by Mark's
manifesto from a few years ago about
America we are a nation of builders we
make things we create things each of you
came to this summit not because you
developed some flash in the pan
application but because you're building
something very real you're raising new
factories you're turning profits back
into R&D and you're creating new
goodaying jobs for your fellow Americans
and this is why I'm such huge fans of
yours of Ben and Marks and of the entire
endeavor that we recognize now in our
administration is the time to align our
work interests with those of all of you
it's time to align the interests of our
technology firms with the interests of
the United States of America at large
now all of you in your own ways have
answered that call after all there's
nothing forcing anyone to be in the room
today each one of you could have set up
headquarters in Southeast Asia China I'm
sure and you would have done quite well
for yourselves financially but you're
here I hope because you love your
country you love its people the
opportunities that it's given you and
you recognize that building things our
capacity to create new innovation in the
economy cannot be a race to the bottom
now America's not going to win the
future by ditching child labor laws or
paying our workers less than Chinese or
Vietnamese laborers we don't want that
and it's not on the table we can only
win by doing what we always did
protecting our workers and supporting
our innovators and doing both of those
things at the same time and so I want to
talk a little specifics here the Trump
administration's great plan for staging
the great American manufacturing
comeback is simple you're making
interesting new things here in America
great then we're going to cut your taxes
we're going to slash regulations we're
going to reduce the cost of energy so
that you can build build our goal is to incentivize
investment in our own borders in our own
businesses our own workers and our own
innovation we don't want people seeking
cheap labor we want them investing and
building right here in the United States
of America and so if you'll allow it I'd
like to talk about a few ways that the
Trump administration is already pursuing
a pro-inovation economy that allows our
workers to thrive and our companies to
out compete their foreign peers in short
an economy that is vibrantly America
first that serves Americans from all
walks of life and of every kind now
first President Trump is starting with
and is dead serious about rearranging
our trade and tariff regime
internationally we believe that tariffs
are a necessary tool to protect our jobs
and our industries from other countries
as well as the labor value of our
workers in a globalized market in fact
combined with the right technology they
allow us to bring jobs back to the
United States of America and create the
jobs of the f future just look in the
past few months at the auto industry as
an important example when you erect a
tariff wall around a critical industry
like auto manufacturing and you combine
that with advanced robotics and lower
energy costs and other tools that
increase the productivity of US labor
you give American workers a multiplying
effect now that in turn allows firms to
make things here at a price competitive
basis our president gets that which is
why last month we posted 9,000 new auto
jobs after many many years of stagnation
or even decline in the auto sector it's
why just weeks in we already have new
planner production announcements from
Honda from Hyundai and Stellantis worth
billions of dollars and thousands of
additional jobs on top of the ones that
were already created now this takes work
it took in the president's first term
the president ripping up NAFTA and
creating a new US deal for American
manufacturers in North America but
there's important work and we're going
to do it now second second all of this
is why the president is approaching the
issue of illegal immigration as
aggressively as he has because he knows
that cheap labor cannot be used as a
substitute for the productivity gains
that come with economic innovation and
so we've cracked down on illegal
immigration at the border where the
results speak for themselves last month
migrant crossings were down 94% to their
lowest number all time and that happened
just in two months of serious border
enforcement thanks to President Trump's
leadership last month for the first time
in over a year the majority of job gains
went to American citizens born on US
soil and that's important for the first
time in over a year the majority of job
creation actually went to American
citizens a third this administration is
focused on reducing our input costs for
our manufacturers and for everybody else
achieving energy and abundance and I
know Doug Bergam was here earlier we'll
be here later is top of mind because
when we look at some of the most
exciting applications of new
technologies we realize it's going to
take a lot of power to keep them running
and we're we're thrilled to have our
friends from the United Arab Emirates a
number of the business leaders and
government leaders uh in town this week
for meetings with our government and one
of the things they consistently hammer
upon is something that unfortunately too
few of our European allies tend to get
is that if you want to lead in
artificial intelligence you have got to
be leading in energy production so we
are going to set the pace there and we
are going to lead from the front now we
are already seeing the good news is
signs of progress even just a couple of
months in gas and diesel prices are
dropping the cost of a barrel of US
crude is way down and last Wednesday the
administration took major steps to make
energy even cheaper and liberate our
companies from stifling environmental
regulations now that is great but of
course there's a lot more work we have
to do over the next four years getting
the tax bill right is especially
critical for all of you and for all of
your workers we know how important it is
to restore 100% bonus depreciation for
capital investments as well as full
expensing for R&D again we want people
to invest in America and we're going to
make sure the tax code reflects that in
order to build on the success of the
original tax law meaning the tax law
from the president's first
administration our administration is
working to broaden some provisions that
are critical to the industrial base like
expanding full expensing to cover
factory construction for business owners
including manufacturers making the 2017
tax cuts permanent will provide further
confidence and predictability to invest
in new technology and equipment hire
more American workers and grow all of
your businesses we have a lot more to do
but the country is already starting to
see the payoff of this administration's
bold economic agenda for producers and
consumers alike inflation is finally
starting to come down core CPI last week
dropped to its lowest number since April
of 2021 and when it comes to the labor
market last month's jobs report showed a
massive reversal 10,000 new
manufacturing jobs created where the
previous year we had lost over a 100,000
manufacturing jobs as you may have heard
the president say in less than two
months since he's took office he's
already secured more than $1.7 trillion
in new investments across the United
States that's hundreds of thousands of
new jobs in manufacturing AI other hard
tech sectors and more so we think
there's a lot to be excited about
there's a lot that we're excited about
and we certainly hope that you guys are
excited too but the fundamental premise
the fundamental goal of President
Trump's economic policy is I think to
undo 40 years of failed economic policy
in this country for far too long we got
addicted to cheap labor both overseas
and by importing it into our own country
and we got lazy we overregulated our
industries instead of supporting them we
overtaxed our innovators instead of
making it easier for them to build their
great companies and we made it way too
hard to build things and invest things
in the United States of America that
stopped two months ago and it will
continue to stop and will continue to
fight for American workers and the
American businesses that hire them and
that support them so I want to thank you
all for two things number one I want to
thank you all for doing what you do
again you could have chosen the easy
path every single person in this room as
the president would say you're all very
high IQ you're some of the most talented
people in the United States of America
you chose to build a business right here
in the United States of America and for
that I'm grateful but the second thing I
want to say is that I think you're not
just building your own business i think
that you were part of a great American
industrial renaissance whether it's the
war of the future the jobs of the future
the economic prosperity of the future we
believe that we must build it right here
in the United States of America so thank
you all for building thank you all for
building an America and thank you all
for building the kind of society that I
want to raise my children in god bless
you all thanks for having me.