US Frontier AI Can Leapfrog China's Factories | Jonathan Winer

Foundational Industries CEO Jonathan Winer details why US re-industrialization requires AI-native factories rather than retrofitting existing facilities, how domestic frontier models offer a leapfrog advantage over China's legacy automation, and why US AI data center hardware supply chains are a critical national security issue. Check out our sponsor Lovable: https://lovable.dev. Turn ideas into software people love. **MTS is a live news and interview show covering technology, business, politics, and culture as it happens.** **Follow MTS:**  X | ⁠https://twitter.com/MTSlive⁠ YouTube | ⁠https://www.youtube.com/@mtsituation⁠ Spotify | ⁠https://open.spotify.com/show/4HUNNmV1pjV7CW6Lphm1rM⁠  Apple | ⁠https://podcasts.apple.com/us/podcast/mts/id1891088763⁠  Substack | ⁠https://mtslive.substack.com/⁠ Interested in sponsoring the show? [⁠⁠⁠⁠⁠⁠sponsors@mts.now⁠⁠](mailto:sponsors@mts.now) -- **Brought to you by:** Mongo DB - Anyone can prototype an agent. Learn how to get them into production on September 30th in New York - register at https://www.mongodb.com/events/mongodb-local/nyc Lovable - Turn ideas into software people love with Lovable. Start today at https://lovable.dev/ Larridin - Finally prove what your AI investment is worth. Head to https://larridin.com/ today to start measuring your AI’s bottom line. Neon (by Databricks) - Get up to $100K in credits for your startup at ⁠https://neon.com/mts⁠ ElevenLabs -  AI that communicates at human level across every channel and modality. https://elevenlabs.io/mts Arena - Measuring AI performance in the real world. ⁠https://arena.ai/⁠ Kong - The AI connectivity platform. Connect APIs, LLMs, agents, and systems with serious security and governance. https://konghq.com Today’s stream is sponsored by VCX, the public ticker for private tech. Head over to http://getvcx.com  to learn more Blitzy - Autonomous software development for enterprise codebases. Ship 5x faster. https://blitzy.com AdQuick - Make your brand a billboard. Out-of-home advertising as easy to scale as digital. https://adquick.com Chargebee - Billing and monetization infrastructure for the AI era. https://www.chargebee.com/ -- Timestamps: (00:00) Introduction (00:20) Why Factory Retrofits Fail (01:33) China's Manufacturing Ecosystem Advantage (04:53) Hurdles To Scaling Domestic Production (07:36) Agentifying The AI Factory (10:23) AI Infrastructure As National Security -- **Note**: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear.