The Minutes of Brad Gerstner on manufacturing https://minutesof.com/brad-gerstner/on/manufacturing/ Everything Brad Gerstner has said on manufacturing: 3 verbatim quotes between February 2024 and June 2025, each with a timestamp and a link to the… en Sun, 30 Aug 2026 16:21:53 +0000 Gerstner says US will go from 0% to 15-20% leading edge chip capacity by 2030. https://minutesof.com/q/c9272ee1-e5b2-4332-be06-c3237d4b2f09/ https://minutesof.com/q/c9272ee1-e5b2-4332-be06-c3237d4b2f09/ “Today, have about 0% of leading edge chips fabbed outside of Taiwan. Right? Almost nothing in The United States.” — BG2 Pod Thu, 05 Jun 2025 23:20:47 +0000 manufacturing Gerstner notes Tesla's Fremont factory employs 20,000 people and produces over 550,000 cars. https://minutesof.com/q/569ff5ca-b0f2-4109-94aa-c2f9cd3df110/ https://minutesof.com/q/569ff5ca-b0f2-4109-94aa-c2f9cd3df110/ “Tesla, of course, produces cars over in Fremont just across across the bay from here, employs 20,000 people, produced over 550,000 Teslas in the Fremont factory.” — BG2 Pod Wed, 27 Nov 2024 19:11:58 +0000 manufacturing Gerstner cites Morris Chang explaining why Texas cannot compete with Taiwan fab plants. https://minutesof.com/q/00bd9b5c-d90e-4106-b11f-e8805a5c73d1/ https://minutesof.com/q/00bd9b5c-d90e-4106-b11f-e8805a5c73d1/ “The U. Yeah. Interestingly enough, he ran a fab plant for Texas Instruments in Texas. And he explains why Taiwan, like why Texas could never possibly compete with a fat plant in Taiwan.” — BG2 Pod Thu, 22 Feb 2024 12:20:31 +0000 manufacturing