Hays Hall

international manufacturing, supply chain and network building. Arace Supply and A-Hui

[Hays Hall @HallHays]

When you only have two days of school left

[Hays Hall @HallHays]

@leixing77 Mei-guo-Rita is classic! 😂

[Hays Hall @HallHays]

That Portugal National Anthem was the most passionately sung national anthem I’ve ever seen

[Patrick Tuohey, GED @PatrickTuohey]

Initial estimate: 22,000.
Revised estimate: 36,000.
Final estimate by economic impact consultants: 240,000

[Hays Hall @HallHays]

Just begin the work, the rest follows

[Isaac Saul @Ike_Saul]

If I were to roughly define the large, middle band of American politics right now in 10 points, I think it'd look something like this:

1. Relentless focus on solving affordability; "Abundance" x "Cut regulation" agenda

2. Moderate social politics that defend weak/disenfranchised and despise cruelty, but refuse to have ultra-progressive cultural/social norms enforced on them

3. Support work of police/military but also want unapologetic accountability for bad actors

4. Policy of soft American power (supports USAID, being beacons of hope across the globe) but as a disposition is isolationist (no more wars, not dragging us into conflicts in Ukraine OR Venezuela)

5. Intense border security and zero tolerance for people here illegally committing crimes, but also makes it easier to come here legally to work/live/immigrate and welcomes newcomers who want to be American & embrace our society/culture as it is

6. Wants govt funding + private sector coordination toward diseases of despair (addiction, suicide, social media addiction)

7. Cares about birth rate and promotes pro-family policies to make having families easier; calls on not just govt but also faith orgs in pursuit of promoting more + bigger families

8. Environmentalism that cares about climate change but also embraces nuclear + technological solves, not focused on limiting/banning energy sources - wants to win on the merits in the capitalist system

9. Believes in expanding ACA+Medicaid at state and federal level to address health insurance funding, but also emphasizes pressures on hospitals/PBMs who drive up cost

10. Non-negotiable reforms to Social Security, Medicare, and military+govt waste to address our insane debt which will one day bring the economy to ruin

This wouldn't be MY 10-point plan exactly, but I'd definitely prefer this rough outline over either major political tribe we have now. It's incredible how under-represented this band of voter is, yet how common they are in my personal and professional life (and among my many thousands of readers).

Where is the politician or party ready to draw these lines? I think in a post-Trump era they'd be incredibly successful.

[Hays Hall @HallHays]

IM SO TIRED OF POPUPS ON WEBSITES.
I DONT WANT TO SIGN UP FOR YOR NEWSLETTER AND I DONT WANT YOU TO EMAIL ME A 10% DISCOUNT CODE OR WISH ME A HAPPY VETERANS DAY.
I thought we got rid of pop ups years ago.

[Hays Hall @HallHays]

Oh and one more…
《我爱幼儿园》

[Hays Hall @HallHays]

Two new books this weekend from Lincoln, NE.
Two grassroots uprisings at different times in Chinese history. Looking forward to seeing how they formed and gained steam to create change in China

[Hays Hall @HallHays]

@levelsio Beijing a must.
Xian and Chengdu will have best food in the country.
Zhangjiajie for nature and hiking if you’re into that.
Nanjing has a unique vibe, would recommend as well

[TBPN @tbpn]

"Everyone keeps talking about reindustrializing the country, but nobody's talking about the reality that nobody wants to work off some random freeway exit in the middle of Texas."

@jansramek (Founder & CEO @CAForever) on how he’s thinking about building a new kind of manufacturing hub, one that people actually want to work in. Here’s what he told us:

"You drive an hour and a half to a factory next to a Burger King and a McDonald’s. Who wants to work there?"

"If we're serious about getting people to work in manufacturing again, we have to offer the quality of life our generation expects – where you can bike to work, grab lunch with friends in an outdoor plaza, and hang out after."

"There’s basically nowhere in America you can do that, except here."

From his appearance on the show in July.

[Hays Hall @HallHays]

While people on the left were for reform, revolution and movement”

Now you know.

[Hays Hall @HallHays]

Where ‘left’ and ‘right’ come from in politics:
1789 France’s National Constituent Assembly. The people sitting on the right of the president were for “defense of the monarchy, the aristocracy, the church, and political status quo…

[Sam Altman @sama]

if i were like, a sports star or an artist or something, and just really cared about doing a great job at my thing, and was up at 5 am practicing free throws or whatever, that would seem pretty normal right?

the first part of openai was unbelievably fun; we did what i believe is the most important scientific work of this generation or possibly a much greater time period than that.

this current part is less fun but still rewarding. it is extremely painful as you say and often tempting to nope out on any given day, but the chance to really "make a dent in the universe" is more than worth it; most people don't get that chance to such an extent, and i am very grateful. i genuinely believe the work we are doing will be a transformatively positive thing, and if we didn't exist, the world would have gone in a slightly different and probably worse direction.

(working hard was always an extremely easy trade until i had a kid, and now an extremely hard trade.)

i do wish i had taken equity a long time ago and i think it would have led to far fewer conspiracy theories; people seem very able to understand "ok that dude is doing it because he wants more money" but less so "he just thinks technology is cool and he likes having some ability to influence the evolution of technology and society". it was a crazy tone-deaf thing to try to make the point "i already have enough money".

i believe that AGI will be the most important technology humanity has yet built, i am very grateful to get to play an important role in that and work with such great colleagues, and i like having an interesting life.

[Alec Stapp @AlecStapp]

So we are on the verge of trading the most powerful technology ever invented by humans in exchange for… beans.

[Derek Thompson @DKThomp]

This is one of the more interesting revisionist histories of modern US economics I've heard in a long time.

The story I thought I knew about China and the decline of US manufacturing is that opening trade with China created a "shock" to blue-collar labor that moved manufacturing to Shenzhen from Ohio.

@pkedrosky offers a (somewhat complementary) counter-history: What also happened is that the broadband Internet build-out of the 1990s required so much capital that it sucked investment away from manufacturing.

If that's true, then the Trump administration's re-industrialization plan is INCREDIBLY ironic. Trump is trying to reverse the China shock by raising tariffs. But the AI boom is recreating the capital shock, as data centers replaces fiber-optics as the new death star that's sucking capital, which might have, at the margins, gone to manufacturing. And, in fact, what we're seeing today is declining manufacturing (and construction) employment at a time when AI capex is contributing 30-50% of GDP growth.

[Hays Hall @HallHays]

@ruima I knew they had to be out there somewhere!

[Rui Ma @ruima]

The hubby wrote this upon returning from China, I thought it was interesting so am sharing:

"I just spent 10 days in China. It really showed me how far ahead — or how far behind — the U.S. is on some things.
Here are five that stood out:

1. Eldercare in China is MILES ahead of the US
Honestly, the eldercare community I visited in China made even top-tier U.S. retirement homes look third-world by comparison. Picture a place for 10,000 seniors that feels more like a vibrant college campus: swimming pools, daily classes, assistants on hand, and even the tiniest details like safety bars in every bathroom. It’s a whole different level of respect for aging well.

2. Life in China is literally UNIMAGINABLY convenient...
Living in the U.S. my whole life never prepared me for the sheer speed of life in Beijing. E-commerce and food delivery there is so fast that Amazon’s same-day feels slow. More than once, if we needed something at dinner—like extra bowls at the apartment—we ordered and it arrived before we’d even finished eating. It’s a combination of top-tier logistics, a dense urban population, and a workforce that makes convenience almost unimaginable by U.S. standards.

3. ...and digital life is EVEN MORE seamless
It’s not just the physical deliveries that are optimized to the hilt—the digital side is equally smooth. Apps in China felt insanely intuitive, and the mobile internet never had that clunky feeling it sometimes does in the U.S. While we were there, we could subscribe to a bundle of kids’ shows like Peppa Pig or Bluey for a whole week for about a dollar. No complicated sign-ups—just scan a QR code and you’re done. The delivery of digital goods was just as on-demand and effortless as the physical ones

4. The average 40-year-old male is in TERRIBLE shape, but the average 70-year-old male is in GREAT shape
Walking down the street, you’ll spot a lot of middle-aged men who look like they’ve never hit the gym. Then you turn around and see a 70-year-old casually doing pull-ups in the park. It’s a bit of a head-scratcher, but something about the lifestyle or healthcare here is producing a strange inversion.

5. Health priorities are weird
In China, health priorities sometimes feel upside down compared to the U.S. I had elderly folks lecturing me that my kid would catch a cold for not wearing socks in 70-degree weather—while at the same time, grandpas were puffing away on cigarettes right on the playground, and nobody batted an eye. It’s a whole different set of health quirks and cultural standards that definitely took some getting used to.

6. Jay Chou has not aged a day since 1997

Anyone else been to China recently? What were your impressions?"

[Hays Hall @HallHays]

@ruima - every parent claims to be the “good” parent that doesn’t force their kids to attend after school classes and study all the time… so where are the bad parents…
- so much good Chinese food from every city
- 白酒 burps suck every time

Love spending time in China

[Hays Hall @HallHays]

@ruima I’m here now.
- a bottle of water is always about 4RMB ($0.60); airport, convenience store, wherever. They don’t take advantage of scarcity
- trees and parks in cities look more natural than before and cities are beginning to feel more green
- pedestrians cross at green lights

[Hays Hall @HallHays]

When Tesla first came to China in 2014, three of the first ten owners of the car are current CEO’s of three of China’s top EV brands
Xiaomi
XPeng
Li Auto

The EV industry here in China owes a lot to Musk and they think extremely highly of him.