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@FinanceYF5: 1/ Manufacturing revival is not that simple. a16z's chart of the week: US manufacturing has a small recovery, but the weak spot is not 'demand' but capital stock. AI is driving investment, but what's really missing are the machines that make machines.

X AI KOLs Following · 2026-06-22 Cached

The article discusses the complexity of US manufacturing recovery in a thread format, pointing out that the weak spot is capital stock rather than demand, and mentions that AI is driving investment, but what is truly lacking are the machines that make machines.

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