The Founders Who Left Tesla to Rebuild America | a16z
a16z
May 13, 2026
Turner Caldwell and Drew Begalino argue that US re-industrialization is a physical challenge, not just a software one. By applying Tesla-style operational agility and automation to mining and power infrastructure, they aim to overcome decades of stagnation. They contend that long-term industrial policy and supply chain collocation are essential to competing with global rivals.
Key insight: In modern, highly automated factories, labor costs account for less than 10% of total goods sold, proving that the US can be globally competitive if it focuses on supply chain collocation rather than just cheap labor.
