Relentless
00:53:38 · Sam D'Amico
[00:53:38] S0: There's actually a highlight on the union side in California. There's only two... There's... I think there's a split there's a split brand in California on the union side because the carpenters unions have actually really embraced the YIMBY movement because realizing that this is additive versus like, okay, we don't really care about growing our membership. We're just gonna make sure that we can we can rent seek as much as possible. Obviously, that's bad, but the Carpenters Union is like, no, this is great. We we... Yeah, we can build more houses and get paid more money. And so the incentive alignment there with like, you can see with California Forever, they actually got the unions on board with it, which is crazy and an awesome achievement. You can see that like the the YIMBY, California YIMBY managed to align with enough of the union interests. Even though, like, DSA and some of the, the... There's kind of the left NIMBY movement, basically, because I I I know why that's the case, it's it's interesting, but it's basically because, like, the NIMBYs the NIMBYs to win political power become whatever political party can win in in their jurisdiction. So in in San Francisco, they're leftists, and in in Florida, they're rightists. And so it's it's kind of... It's got... You'll see you'll see you'll see the chameleon of the nimby thing because that's a separate axis, I would argue, from the left right political axis. But you can see that, like, okay, if let's call it California... The anecdote of California forever, but also the YIMBY movement had figured out how to make... Collaborate with the unions in a positive way. Then the flip side is like, okay, then there's the, like, Berkeley academics using SEIU to push all the billionaires to Miami, thing that's going on. And that's where I think we're gonna, like, we're gonna run into, again, the split brain situation of, like... I think we have to make sure that, like, whatever movement here has to be kind of pro labor, but it doesn't necessarily have to... Like, it has to be pro labor in an incentive aligned way, basically.
00:55:25 · Aaron Slodov
[00:55:25] S1: Yeah. I mean, to be honest, if you go back and do a re listen of, like, JD's speech at the a sixteen summit, like, last year, it was basically that. It's it's basically, like, we need to we need to uplift and dignify people's work again. And there's there's a huge argument to be made that's not zero sum. Right? That, like, we don't have to be working in, you know, fifties or eighties factories anymore. Like, it's not this terrible, awful thing where you get paid less than an Uber driver, you know, like, don't have to You be
00:56:02 · Sam D'Amico
[00:56:02] S0: know, you work at an advanced engineering facility Yeah. Basically. Right. And you and you... And maybe you're a service tech for robots. Like, that's the that's the, like, the... It's it's a cool job. Actually, is the other point is people misunderstand. It's like factories like this were like emitting pollution and all their stuff because like that's what you did. What does a consumer electronics factory emit? It's like an Amazon warehouse. And by the way, we allow those in our... Like, we have figured out how to streamline permitting for for for stuff that like allows the consumer economy to work. Like, all of that stuff just works as is today. Like, there's no issues. And and because, like, if we got rid of that, there would be a consumer rebellion. And so, you know, where these former factories in literally in the dog patch in San Francisco, well, of them are Amazon warehouses, some of them are cloud kitchens. We're all... We're all all okay with that stuff. And, like, literally a consumer electronics factory, same same industrial profile. And I think this is very misunderstood by kind of the regulatory, like, I think the people who know know, but it's like, this is misunderstood by like the regulatory apparatus, and we have to kind of update the priors there in a in a key way. Because like, could have consumer electronics factories all over the place here. Then the next bottleneck is, well, if you want to employ people making $30 an hour in San Francisco, you need to figure out where the housing is, and you'd have to put some housing here. And if you go to a... So so for instance, like, you walk outside of BYD's headquarters and you you you see all of the vehicles they make, like, you know, in the parking lot or whatever, like, it's showing up in a lineup. It's pretty cool. But directly across high rise housing for the workforce and looks super nice, pretty good amenities, all that sort of stuff. And, like, that is the case across every factory in China. They will basically go and say like, okay, there's a housing development or a dorm or whatever, depending on different levels of, you know, luxury and stuff like that, with the manufacturing facility. And there's only one case I know of of this happening in The US right now that's, like, recent. It's just Starbase.
00:57:55 · Ty Morse
[00:57:55] S2: Yep. And so And I was there, like,
00:57:57 · Sam D'Amico
[00:57:57] S0: probably They're building they're building a mid rise apartment buildings in Starbase. And so I think the level of seriousness is you need to treat this as a full system solve. And the full system solve includes the built environment and and making sure that we streamline that. And we should treat... And and there's actually... We've already have precedents for how to do this in a way that works. It's called like how we've enabled a huge build out of like Amazon warehouses and and, I mean, arguably data centers as well. It's like Amazon warehouses, data centers, and, like, cloud kitchen type stuff. Those have no problem. There's another thing that to also look at that's super important is there's actually a part of The United States that has not de industrialized, and it's the consumer goods economy. It's like your potato chip bag... Like your your bag of potato chips, your Pringles can, your Gillette razor, like, the stuff that you see in CVS and also our food supply chain and stuff like that, you can't really move it very easily. And it automated in the sixties before we had any of the outsourcing boom. And so, like, I I was told by, I was... I think I think Drew Baglino said this on another panel around, but basically, it was like, there's really good talent if you pull them out of the consumer goods industry in advanced manufacturing. And though that talent was a great source for Tesla making battery cells, for instance. And so I think there's things that we we we can look at as examples of like, well, clearly you can build facilities on the scale and operational complexity of a factory in cities like San Francisco today. And it's like, look at Amazon, look at the cloud kitchens, look at all this other stuff. And the second thing is like, where's the talent to staff them? And it's like, well, who's bagging the potato chips? And maybe you can cross train them to actually make chips. I don't know.
00:59:42 · Ty Morse
[00:59:42] S2: Sam, when we were talking off camera, you mentioned something very interesting that I wanna touch on. Does Apple export files? Or if not, what do they export?