John Pitera's Market Laboratory Message Board

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Strategies & Market Trends : John Pitera's Market Laboratory

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To: richardred who wrote (21398)	10/8/2018 1:05:59 PM
From: robert b furman	6 Recommendations Recommended By fred woodall Ken Adams richardred SirWalterRalegh sixty2nds and 1 more member Read Replies (2) of 33421

I think the transition will be brick and mortar immediately and then a slower investment into AI and robotics. Today's modern manufacturing will be an assembly line of robots that talk and assure near perfect quality. They will be the best of qulity and at the lowest cost. China's cheap labor has gone up over the last decade. The cost of a robot that can be depreciated 100 % in the first year, make a chinese human employee look expensive. This mechanized robotic revolution will be the next mega trend - start slowly and relentlessly grow and accelerate. Think the PC cycles of the early 1990's. Cheap electricity and natural gas will make the USA the most valuable country in which to manufacture - especially when high end technology is protected vs stolen. As China is in denial of their IP theft problem, their delay will assure its manufacturing to be low value and dated. Just where we'll want them to be. Bob

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