美国副总统 Vance 谈全球化理念和富国与穷国

全球化如何适得其反：中国以自己的方式击败西方

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

美国副总统 JD Vance 谈“全球化理念”和“富国与穷国

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

西方国家如何建立了一个旨在维护其权力的全球体系，但最终却赋予了他们想要控制的国家权力。全球化本应制衡中国，而不是让中国称霸全球。

JD Vance 详细阐述了外包、廉价劳动力和经济傲慢如何帮助中国从制造 iPhone 转向设计自己的技术，在从人工智能到电动汽车等各个领域威胁美国。

探讨了苹果的崛起、华盛顿共识的失败，以及“历史的终结”信念如何蒙蔽了西方。

???? 这不仅仅是经济学。这是幻想的破灭。

???? 以 JD Vance、苹果、国际货币基金组织数据、历史相似之处以及全球化承诺背后的残酷真相为特色。

美国副总统 JD Vance 周三表示，美国目前占全球船舶建造量的 0.1%，即 1% 的十分之一。另一方面，中国现在制造的商用船舶比世界其他国家加起来还要多。事实上，仅去年一年，北京一家国有企业建造的商用船舶就比美国自二战结束以来生产的船舶还要多。因此，虽然我们仍然是技术和创新领域的领导者，但我认为前景中出现了令人不安的迹象。

美国副总统 J.D. Vance 在美国活力峰会上批评了全球化实验，认为由于假设有误，该实验失败了。他强调了将设计和制造分开到不同国家是一个错误。虽然较富裕的国家希望在外包生产的同时保留高价值的设计工作，但制造业中心最终发展了自己的设计专业知识——这给将产业外包的国家带来了竞争劣势。

副总统还批评了对廉价劳动力的依赖，称其为阻碍创新的“拐杖”。他认为，离岸外包和移民阻碍了生产力，而劳动力成本的上升可能会推动技术进步，正如工资上涨刺激自动化所见。
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很高兴来到这里，感谢大家今天邀请我，特别是 Ben 和 Mark，我只是想在后台向 Ben 和 Katherine 打个招呼，但我知道 Mark 现在显然得了流感，所以 Mark，无论你在哪里，我想我得了和几周前一样的流感，这很糟糕，但我相信你会挺过去的，很高兴和你们在一起，很高兴谈论美国活力的重要性，以及我们的政府将采取哪些措施来支持这个国家最具开创性和引人注目的公司，我知道你们每天都在努力工作，我认为这是相当好的消息，几个月前，你们有一个政府与你们合作，促进你们的辛勤工作，而不是让创新变得更加困难，我认为这是最后一个政府确实为乔·拜登辩护，他大部分时间都在睡觉，我认为他没有完全意识到自己在做什么，但这肯定没有让事情变得更容易，他的政府现在没有为我们的创新者提供帮助，正如你们中的一些人可能已经看到的，我和本在后台谈到了这个问题，上个月我在巴黎的一次会议上发言，我向一群首席执行官和外国领导人传达的信息是，我们应该迎接未来，我们不应该害怕人工智能，特别是对于我们这些有幸成为美国人的人来说，我们不应该害怕富有成效的新技术，事实上，我们应该寻求主宰它们，而这肯定是本届政府想要实现的目标，我怀疑这个房间里的大多数人都有同样的想法，如果你不是，我不知道你为什么会参加美国活力会议，但我收到了一些担心人工智能的破坏性影响，一位记者说，演讲强调了技术乐观主义者和特朗普总统联盟的民粹主义右翼之间的紧张关系，今天我想以两个部落的骄傲成员的身份谈谈这些紧张关系，让我简单地说，虽然这是一个善意的担忧，但我认为这是基于一个错误的前提，这种认为技术进步的人和民粹主义者不可避免地会发生争执的想法是错误的，我认为现实是，在任何充满活力的社会中，技术当然都会进步，作为一名天主教徒，我想起了教皇约翰保罗二世在通谕的开篇，对不起，通谕呃劳动阿马林引用了通过工作，人必须赚取每日的面包，为科学技术的不断进步做出贡献，最重要的是不断提升他所生活的社会的文化和道德水平。我之所以会这么说，不仅是因为我是他的粉丝，还因为他正确地理解了在健康的经济中，技术应该能够提升而不是取代劳动力的价值。我认为，人们过于担心人工智能会取代工作，而不是增强我们现在所做的许多事情。在 20 世纪 70 年代，如果你回溯到过去，许多人担心自动柜员机（我们称之为 ATM）会取代银行柜员。事实上，ATM 的出现提高了银行柜员的工作效率，如今在金融领域从事客户服务工作的人数比 ATM 发明时要多。当然，他们现在从事的工作略有不同。是的，他们从事的任务更有趣。更重要的是，他们现在比 20 世纪 70 年代赚的钱更多。我们创新有时确实会导致劳动力市场混乱，这种情况确实会发生，但美国创新的历史是，我们倾向于提高人们的生产力，然后我们在此过程中提高他们的工资，我认为我们所有人都认为这是一件好事，毕竟，谁会说，人类的生产力因为晶体管、金属氧化物半导体或蒸汽机的发明而降低呢？真正的创新使我们的生产力更高，但我认为，它还提高了我们工人的尊严，提高了我们的生活水平，增强了我们的劳动力和劳动力的相对价值，作为美国人，我们所有人都应该为我们非凡的传统感到特别自豪，我认为这是美国发明东西的传统，也是我们国家至今作为世界最重要的研发推动者的地位，但所有这些，技术在劳动力市场中扮演的角色，以及我们是否以兴奋或恐惧的态度迎接创新突破，取决于目的首先，我们的经济体系，我认为这是民众的一个重要观点，当我们把如此多的工业基地运往其他国家时，我们停止在国内制造有趣的新事物，这并不奇怪，例如，看看现在的造船业，如果你回到第二次世界大战，美国建造了数千艘所谓的自由轮，用来运送部队货物和其他物品，每两天建造三艘，现在我们在美国全年建造大约五艘商船，结果，美国今天占全球造船业的0.1%，另一方面，中国现在制造的商船比世界其他国家加起来还要多，事实上，仅去年一年，北京的一家国有企业建造的商船就比美国自第二次世界大战结束以来生产的商船还要多，所以，虽然我们仍然是技术和创新的领导者，但我认为存在一些令人不安的问题地平线上的迹象，我提出所有这些问题，想问一下，这听起来像是一个政权吗？我说的是中国，它将放弃使用人工智能或任何其他技术来推进自身利益并进一步损害竞争对手利益的机会。我认为答案是显而易见的，这就是为什么美国我们必须在技术上领先。是的，有担忧，是的，有风险，但我们必须乐观地、充满希望地走向人工智能的未来，因为我认为真正的技术创新将使我们的国家更强大，所以去工业化、去工业化对我们的国家安全和劳动力都构成风险，这很重要，因为它影响到两者，最终结果是这个国家的许多人被剥夺了生产过程的任何部分。当我们的工厂消失，这些工厂的工作岗位流向海外时，美国工人不仅面临财务不安全，还面临个人和社区身份的严重丧失，因此，这一切就回到了原点紧张局势，即民众与技术乐观主义者之间的紧张局势。当我们谈论新发明和人工智能的革命性潜力以及你们正在研究的所有其他令人难以置信的技术时，我可以理解人们的怀疑态度，但我认为这种紧张局势有点夸大其词，所以我将回到一些技术乐观主义者和我们这边的民众之间的分歧，我认为，当民众展望未来并将其与过去发生的事情进行比较时，我认为他们中的许多人看到工人与工作、社区和团结感之间的疏远，你会看到人们与目标感之间的疏远，重要的是，他们看到领导阶层相信福利可以取代工作，手机上的应用程序可以取代目标感，我记得在硅谷的一次晚宴，特别是在我从事科技行业的时候，我和我的妻子坐在一起我和一些美国重要科技公司的领导人进行了交谈，这可能是在 2016 年或 2017 年，我谈到了我真正担心的事情，那就是我们正朝着一个方向发展，美国不再能支持靠中产阶级工资生活的中产阶级家庭，更重要的是，即使你有足够的经济活力来提供财富，确保这些人买得起房子，买得起食物等等，即使你取代了他们工作中的经济要素，你也会摧毁工作本身的尊严和目的，我记得当时在场的一位科技公司 CEO，如果我提到他，你就会知道他的名字，他是一家价值数十亿美元的公司的 CEO，他说‘好吧，我其实并不担心人们失业后会失去目标，我说好吧，那你认为会发生什么？取代那种目的感
他说，呃，数字化完全ersive 游戏，然后我的妻子在桌子下面给我发短信说“我们必须离开这里，这些人现在都疯了，当然，我认为首席执行官的观点不代表这个房间里的大多数人，但当我想到很多工人根据他们过去所见非常担心未来，因为坦率地说，他们的领导未能为他们服务，然后我从很多技术乐观主义者的角度考虑这个问题，我认为很多技术乐观主义者认为过度监管扼杀了创新，我的意思是你们是建设者，他们是建设者，虽然他们可能同情那些失去工作的人，但他们更沮丧的是政府不允许他们创造未来的工作，他们知道在数字媒体中建立业务虽然很难，但在数字媒体中建立业务仍然更难在我们所谓的原子世界里，他们看到政府让他们的生活更加艰难，他们必须信任任何向政府寻求帮助的人，我建议我们的工人，一方面是民粹主义者，另一方面是技术乐观主义者，都被这个政府辜负了，不仅是上届政府，而且是过去 40 年的政府，因为当谈到全球化时，我们的领导阶层有两种自负，第一种是假设我们可以将制造与设计分开，全球化的理念是富国将进一步向价值链上游移动，而穷国则制造更简单的东西，你打开一个 iPhone 盒子，上面写着在加利福尼亚州塞蒂诺设计的，当然，这意味着它将在深圳或其他地方制造，是的，有些人可能会失去制造业的工作，但他们可以学习设计或使用非常流行的短语
学习编码，但我认为我们错了，事实证明，从事制造业的地区在设计事物方面非常擅长，存在网络效应，正如你们所理解的，设计产品的公司与制造公司合作，他们共享知识产权，他们共享最佳实践，有时甚至共享关键员工，现在我们假设其他国家在价值链中总是落后于我们，但事实证明，随着他们在价值链低端变得更好，他们也开始在高端赶上我们，我们从两端受到挤压，现在这是全球化的第一个自负，我认为第二个是廉价劳动力从根本上来说是一种拐杖，它是一种抑制创新的拐杖，我甚至可以说，这是一种太多美国公司上瘾的毒品，现在如果你能更便宜地制造产品，那么这样做就太容易了，而不是创新，无论我们是否将工厂外包给廉价劳动力经济体或通过我们的移民系统进口廉价劳动力，廉价劳动力成为西方经济体的毒品，我想说，如果你看看从加拿大到英国的几乎每个进口大量廉价劳动力的国家，你就会发现生产力停滞不前，我不认为这不是完全发生的立场，我认为这种联系非常直接，现在你听到的关于最低工资的争论之一是，最低工资的增加迫使公司实现自动化，因此麦当劳的工资提高意味着更多的售货亭，无论你对最低工资的合理性有何看法，我都不会在这里对此发表评论，公司在没有廉价劳动力的情况下进行创新是一件好事，我认为你们大多数人并不担心越来越便宜的劳动力，你们担心的是创新创造新事物，关于旧的技术公式是用更少的资源做更多的事情大家每天都在努力用更少的资源做更多的事情，所以我想请我的朋友们，无论是技术乐观主义者还是民粹主义者，不要把全球化逻辑的失败看作是创新的失败。事实上，我认为全球化对廉价劳动力的渴求是一个问题，正是因为它不利于创新，我们的劳动人民、我们的民众和我们今天聚集在这里的创新者都有着相同的敌人，而我认为解决方案是美国的创新，因为从长远来看，技术可以提高劳动力的价值，创新就像美国体系和它引发的可互换零件革命，或者福特的流动装配线，它使我们工人的生产力飞速增长，这就是美国工业成为世界羡慕对象的原因，这也是我今天真正想谈的，为什么创新是赢得全球制造业竞争的关键，是给予我们的工人公平待遇，是重新夺回我们的遗产，通过美国伟大的工业复兴。我相信这就是我们正处于美国伟大工业复兴的风口浪尖。因为创新就是提高工资，这是保护我们家园的手段，我知道我们这里有很多国防技术公司，这是在战场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，这就是为什么我们拥有一些最伟大的发明家和思想家，以及能源精密加工、无数关键的高价值行业，就在这个房间里，我认为另一个将你们所有人团结在一起的原因是，你们都是建设者，我使用这个词，几年前马克的宣言让我非常感动，关于美国，我们是一个建设者的国家，我们制造东西，我们创造东西，你们每个人来参加这次峰会，不是因为你们开发了一些昙花一现的应用程序，而是因为你们正在构建一些非常真实的东西，你们正在建立新工厂，你们正在将利润重新转化为研发，你们正在为美国同胞创造新的就业机会，这就是为什么我如此喜欢你们，本和马克斯以及我们政府现在认识到的整个努力，是时候将我们的工作利益与你们所有人的利益结合起来了，是时候将我们科技公司的利益与整个美国的利益结合起来了，现在你们都以自己的方式响应了这一号召，毕竟，没有什么强迫任何人今天来到这个房间里，你们每个人都可以在东南亚中国设立总部，我相信你们在经济上会做得很好，但我希望你们在这里，因为你们热爱你们的国家，你们热爱它的人民，热爱它给你们的机会，你们认识到，建设事物，我们创造经济新创新的能力不能是一场逐底竞争，现在美国不会通过放弃童工法或支付比中国或越南劳工更低的工资来赢得未来，我们不希望这样，而且我们不会考虑我们只有像往常一样保护工人、支持创新者，同时做好这两件事，才能赢得胜利，所以我想在这里谈一些具体的事情，特朗普政府为实现美国制造业的伟大复兴制定的伟大计划很简单，你在美国制造有趣的新事物，那太好了，我们将削减你的税收，我们将削减监管，我们将降低能源成本，这样你就可以建设，我们的目标是激励在我们自己的边境、在我们自己的企业、我们自己的工人和我们自己的创新上进行投资，我们不希望人们寻求廉价劳动力，我们希望他们在美国投资和建设，所以如果你允许的话，我想谈谈特朗普政府已经在推行的几种支持创新的经济方式，这种经济让我们的工人蓬勃发展，让我们的公司在竞争中胜过外国同行，简而言之，这是一种充满活力的美国优先，为各行各业、各种类型的美国人服务，现在，特朗普总统首先开始认真地重新安排我们的国际贸易和关税制度，我们认为关税是保护我们的工作和我们的行业免受其他国家侵害的必要工具，也是保护我们工人在全球化市场中的劳动价值的必要工具，事实上，结合正确的技术，它们使我们能够将工作带回美国，创造未来的工作，只需看看过去几个月的汽车行业，这是一个重要的例子，当你在汽车制造业等关键行业周围建立关税壁垒，并将其与先进的机器人技术和更低的能源成本以及其他提高美国劳动力生产率的工具相结合时，你现在就给美国工人带来了倍增效应，这反过来又允许公司以具有竞争力的价格在这里生产产品，我们的总统得到了这一点，这就是为什么上个月我们在经历了多年的停滞之后发布了 9,000 个新的汽车工作岗位，或者汽车行业甚至出现衰退，这就是为什么仅仅几周后，我们就收到了来自本田、现代和 Stellantis 的新计划生产公告，价值数十亿美元，并在已经创造的岗位基础上增加了数千个工作岗位，现在这需要努力，这是总统第一任期内的工作，总统撕毁北美自由贸易协定，为北美的美国制造商创造新的美国协议，但这是重要的工作，我们现在要做，第二，所有这一切，就是为什么总统如此积极地处理非法移民问题，因为他知道廉价劳动力不能替代经济创新带来的生产力增长，所以我们在边境严厉打击非法移民，上个月的结果不言而喻，移民过境人数下降了 94%，降至历史最低水平，而这发生在两个月的严厉边境执法之后，这要归功于特朗普总统上个月的领导使大多数就业增长都流向了在美国本土出生的美国公民这是一年多以来第一次，大多数就业机会实际上都给了美国公民，三分之一的政府专注于降低我们的制造商和其他所有人的投入成本，以实现能源和富足，我知道 Doug Bergam 早些时候来过这里，我们稍后会来，这是最重要的，因为当我们看一些最令人兴奋的新技术应用时，我们意识到需要大量的电力来维持它们的运行，我们很高兴有来自阿拉伯联合酋长国的朋友，一些商界领袖和政府领导人本周来到城里，与我们的政府会面，他们不断强调的一件事是，不幸的是，我们的欧洲盟友中很少有人明白，如果你想在人工智能领域处于领先地位，你就必须在能源生产领域处于领先地位，所以我们将在那里设定步伐，我们将从前线引领，现在我们已经看到了好消息，即使只是几个月，也有进步的迹象汽油和柴油价格正在下降，美国原油每桶价格大幅下降，上周三，政府采取重大措施，使能源更加便宜，并将我们的公司从令人窒息的环境法规中解放出来，这很好，但当然，在未来四年里，我们还有很多工作要做，制定正确的税收法案对你们所有人和你们的所有工人来说都特别重要，我们知道恢复资本投资的 100% 奖金折旧以及再次全额费用化研发是多么重要，我们希望人们在美国投资，我们将确保税法反映这一点，为了在原始税法（即总统第一届政府的税法）成功的基础上再接再厉，我们的政府正在努力扩大一些对工业基础至关重要的条款，例如扩大全额费用化以涵盖包括制造商在内的企业主的工厂建设，使 2017 年的减税永久化将提供进一步的信心和可预测地投资于新技术和设备 雇用更多美国工人并发展所有企业 我们还有很多事情要做，但该国已经开始看到本届政府对生产者和消费者的大胆经济议程的回报 通货膨胀终于开始下降 上周核心CPI降至2021年4月以来的最低水平，当谈到劳动力市场时，上个月的就业报告显示出现了巨大的逆转 创造了10,000个新的制造业就业岗位，而去年我们失去了100,000多个制造业岗位 你可能已经听到总统说，自上任以来不到两个月的时间，他已经在美国各地获得了超过1.7万亿美元的新投资，这意味着制造业、人工智能、其他硬科技领域等数十万个新工作岗位，所以我们认为有很多事情值得兴奋，有很多事情我们对此感到兴奋，我们当然希望你们也感到兴奋，但特朗普总统经济政策的基本前提和基本目标是，我认为要撤销这个国家 40 年来失败的经济政策，长期以来，我们沉迷于海外廉价劳动力，并将其进口到我们自己的国家，我们变得懒惰，我们过度监管我们的行业，而不是支持它们，我们对我们的创新者征收过高的税，而不是让他们更容易建立自己的伟大公司，我们让在美国建立和投资变得太难了，这种情况在两个月前就停止了，它将继续停止，并将继续为美国工人和雇用他们并支持他们的美国企业而战，所以我要感谢你们所有人的两件事，第一，我要再次感谢你们所有人所做的一切，你们本可以选择简单的道路，这个房间里的每个人，总统会说你们的智商都非常高，你们是一些你们是美国最有才华的人，你们选择在美国建立自己的企业，对此我深表感谢，但我想说的第二件事是，我认为你们不仅仅是在建立自己的企业，我认为你们是美国伟大工业复兴的一部分，无论是未来的战争，未来的工作，还是未来的经济繁荣，我们都相信，我们必须在美国建立它，所以感谢你们所有人的建设，感谢你们所有人建设美国，感谢你们所有人建设我想让我的孩子在其中成长的那种社会，上帝保佑你们，感谢你们接待我。

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.