I saw hints of this ~20 years ago. I was working on software for a consumer device. For manufacturing it, we chose Foxconn. One non-negotiable point from their end was that they had to write some of the software on the device. They didn't care which part or how small.

The device had a physical keyboard with a micocontroller that managed it and they ended up writing the code that ran on that micro as it was largely independent of the code we were writing, and easy for us to test. The first versions were not great, but they got better quickly.

As we talked amongst ourselves about why they were so emphatic about this, it became clear to us that they were taking a long term view of the importance of moving into the intellectual property side of things. Dustin points out that, in some areas, they are there.

There are multiple interesting bits, worth watching the whole thing at some point.

Something that stuck with me was that dude had an uncle that worked at a bolt factory down the road, and now there is literally no way to source domestically made bolts. And that they could find one retired guy after scouring multiple states who could help make an injection mold. I'm sure some of the larger defense contractors have a few guys who can do this, but that makes for a pretty low bus factor.

No thanks. Watched the whole thing since its a great channel with great content.

Can you give some specific examples of what light industry we are great at?

UKR = entire country of +40m is on the battlefront so they can do total war mobilized homefront distributed system... so can Iran. But it's very different for force projecting security guarantor US - can't convince paying protectorates to pivot total war defense posture in peacetime, that's what they bribe US not to do.

And ultimately whatever model of distributed lethality / survivability (which US planning foresaw) is less relevant that US global commitments requires high end hardware that has to be rotated / propositioned selectively, and sustainable only in limited numbers vs adversaries mobilized on total war.

But the fundamental problem is US adversaries are catching up on precision strike complex. Iran isn't asymmetric warfare, but restoration of symmetry. It's not so much US getting weaker as adversaries getting stronger, and without monopoly over mass precision strike (which naval / air superiority / supremacy is only delivery platform), US expeditionary mode simply on the losing side of many local attrition scenarios. Ultimately all US adversaries will gain commoditized local precision strike (even deadlier if bundled with high end ISR), at varying scales due to proliferation requiring persistence across global theatres US simply doesn't have numbers/logistics for.

TLDR: US expeditionary model is bunch of goons with rifles in trucks, driving around neighbourhood where everyone had knives that could not get in range. The second everyone else buys guns, then rifles, the expeditionary model breaks.

What do you mean "achieve very little"? A lot of American oligarchs made boatloads of money!

The reality is that most of the Ukrainian leadership is like Timur Mindich - furiously stashing away cash for the day when they inevitably have to flee to the west like he did. For now they are generally safe in Ukraine as Russia avoids bombing leadership centers for strategic reasons.

The west tolerates nearly all of the corruption in Ukraine but keeps tight control of two political organs in Ukraine - NABU and SAPO.

These "anti corruption agencies" will mostly hear and see no evil until a politican in Ukraine deviates from western foreign policy goals. Then they "discover" how corrupt this one individual turned out to be and crack down on them until everybody is once again on the same page.

Twice they have threatened Zelensky (once when he tried to bring the agencies under his direct control) and twice he has backed down.

Indeed.

One of the contracting things I turned down was someone who knew what they wanted to do was make Uber for aircraft.

I turned it down because they clearly didn't know enough about this goal to fill an elevator pitch, let alone a slide deck, and I think many of the current US Secretary of XYZ leaders are similarly unaware of how vast a chasm lay between what they wanted to do and what they had actually developed a specific, measurable, realistic, and time-constrained plan to actually achieve.

English language ambiguity problem. "Knows what he is doing" has two potential meanings: it could mean competence, or it could mean clear intent. I think OP meant the latter.