I’m now Short China, but long Hardened Globalization. Which means I guess I’m betting on a significant Desinification of globalization,
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doesn't that point more towards re-nationalization? robots are a capital expenditure and are not locationally bound. why ship things across an ocean if you don't have to?
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Closeness to raw materials, cheap operating costs like electricity, local adaptations...plenty of reasons. Nationalism Isa degenerate corner case in a space with a lot of variables that’s important due to initial conditions effect
End of conversation
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Additionally, we're going to need some outlet to absorb all the output of the money printer. Increased inefficiency means increased prices.
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