[midtake]

The market is huge. Absolutely someone was considering it. Whether they had time to put plans in motion is a separate matter altogether.

[andrethegiant]

Why would a company go through the trouble of building a factory when the next administration could just reverse the decision four years from now? Building factories will take years

[slg]

How confident are we that there is a "next administration... four years from now"? I don't know what the number is, but it ain't 100% like it used to be.

[baggachipz]

I would put it at less than 50% at this point. It entirely depends on whether or not he's alive.

[echoangle]

The market is huge but the actual capital is held (or at least controlled) by relatively few (probably more rational than average) people, no?

[bee_rider]

The market is huge enough that the fact that something is being considered somewhere doesn’t mean much, right? If I consider building a factory in the woods, but I don’t have two pennies to clack together, does anybody hear it?

[numpad0]

Cost differences by everyone's gut estimate is like >10^3 or however many digits. Tariffs are cheaper until it starts T2D3ing.

[croes]

The costs are huge too which makes the margin small