<p>In this episode, Matt Horine aggregates major manufacturing headlines and argues the U.S. industrial rebuild is already underway, with constraints shifting from politics and capital to operations. It highlights a DOJ Sherman Act indictment alleging four container makers controlling ~95% of global dry containers colluded to cap output and double prices during 2019–2021, underscoring supply-chain dependency risks and the reshoring rationale. It covers JetZero’s planned 3M-sq-ft Greensboro, NC aircraft factory ($4.7B investment, 14,500 jobs, AI/digital with Siemens) and SendCutSend’s rapid-growth on-demand manufacturing model, which raised $110M at a $1B+ valuation. The host says tariff-driven inflation fears haven’t materialized in core goods CPI, and reviews the “one big beautiful bill” restoring permanent 100% bonus depreciation, expensing for production property and domestic R&amp;D, and EBITDA-based interest limits. Freight data shows tightening trucking capacity and rising tender rejections, and a Fortune argument that tacit operating knowledge—not equipment—is the key bottleneck, with AI positioned to capture and scale it.</p><p><br></p><p>Timestamps</p><p>00:00 Welcome and Format Shift</p><p>00:56 Trucking Safety Wins</p><p>01:14 Week’s Big Themes</p><p>02:08 Container Cartel Exposed</p><p>03:45 Why Reshoring Matters</p><p>04:54 JetZero Factory Build</p><p>06:08 SendCutSend Scales Up</p><p>07:18 Tariffs vs Inflation Data</p><p>09:14 Tax Code CapEx Boost</p><p>11:23 Freight Market Tightening</p><p>13:36 AI and Tacit Knowledge</p><p>15:42 Wrap Up and Next Steps</p><p><br></p><p>Links</p><p><a href="https://sustainment.com/">⁠⁠⁠⁠⁠⁠</a><a href="https://www.veryableops.com/navigating-trump-2-0">⁠⁠⁠⁠⁠⁠⁠Navigating Trump 2.0 ⁠⁠⁠⁠⁠⁠⁠</a></p><p><a href="https://www.veryableops.com">⁠⁠⁠⁠⁠⁠⁠Revitalizing US Manufacturing⁠⁠⁠⁠⁠⁠⁠</a></p><p><a href="https://company.veryableops.com/create-profile">⁠⁠⁠⁠⁠⁠⁠Sign Up on the Veryable Platform ⁠</a></p>