[rustyfe]

Where your customers are, insofar as there is capital and labor (even robotic factories break down) there to support it. That might mean onshoring for Americans, but I don't think that's true everywhere.

Look at how China is investing in Africa. In this hypothetical future, I can still see a country with large amounts of robotic equipment, lots of people educated to operate and program them, and good shipping infrastructure dominating global trade.

It will just be a highly developed China shipping to developing nations, instead of a developing China shipping to developed nations.

You can plug in your choice of robotic manufacturing country for China if you'd like, the point stands, but I see China as well positioned to maintain their lead in manufacturing if they are very smart.