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by jimmont 1881 days ago
Apple and much US associated supply chains have already been moving away from China. Media is regularly coming up where the side effects are reported, for example the Foxconn contractor in India. The US lacks the infrastructure to leverage talent or capacity domestically. The only thing that will fix this is government policy--otherwise Silicon Valley would have decent transit, no homelessness and California would have its own State or region-level healthcare delivery network. The same things Taiwan has with only 23 million people that benefits TSMC (and the people there).
1 comments

>The US lacks the infrastructure to leverage talent or capacity domestically

I dont think infrastructure is the root of our (US) problem. We do have a skills, and talent gap. not just in "tech jobs" like many people think but at factory floor level as well.

Even if they could open the factories tomorrow finding people to fill those jobs will be hard.

Personally I see infrastructure as the thing that gets qualified people to productivity and keeps them productive (jobs or whatever form that takes), and I also expand the notion of infrastructure to include a society and community with effective education and healthcare to maximize the human capital of the group. Given this I see infrastructure and the various components of it as decades behind in the US and Apple would be smart to take the direction. Just consider the process of applying for an SBIR or finding a job or starting a startup or getting from SF to San Jose, etc.
This would require the expansion of the term infrastructure to encompass just about everything in society thus making the term meaningless.

This is the current Democrat definition of the word where everything from health care to education is "infrastructure", that is not what the average person would consider to be "infrastructure".

Healthcare and Schools are not "infrastructure", "infrastructure" would be Roads, Power, Communications, Basic Utilities, etc etc etc.

>> Just consider the process of applying for an SBIR or finding a job or starting a startup or getting from SF to San Jose, etc.

Given that California is the least business friendly state in the union, in fact it is down right hostile to business I would image doing anything in CA is pretty hard