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Capitalism itself is industrial policy 🇺🇸

17 tuntia sitten
If we want freedom to remain the world’s dominant operating system, we should fund it like our lives depend on it.
Government programs and frameworks (like ESG) can’t solve problems that are really about our ability to build and compete. Capitalism can.
Investors have the long-term orientation and risk appetite needed to rebuild our industrial base, strengthen our supply chains, and scale the technologies that matter.
Here’s why we need a new lens:
- We once led in 60 of 64 critical technologies. Now China leads in 57.
- We rely on fragile or adversarial regions for critical materials and manufacturing.
- ESG isn’t enough. We need GCI. We need capital that plays offense.
- Venture can lead but pension funds, endowments and other large capital pools must follow.

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