184 | Steve LeVine: The U.S. and China’s Great EV Battery War and the Next Supply Chain Crunch

Subscribe to The Realignment to access our exclusive Q&A episodes and support the show: https://realignment.supercast.com/a16z Podcast: a16z Podcast | Andreessen HorowitzREALIGNMENT NEWSLETTER: https://therealignment.substack.com/PURCHASE BOOKS AT OUR BOOKSHOP: https://bookshop.org/shop/therealignmentEmail Us: [email protected] for American Innovation: https://www.thefai.org/posts/lincoln-becomes-faiBayard Winthrop, Founder and CEO of American Giant, joins The Realignment. Marshall and Bayard discuss American Giant’s work primarily sourcing and manufacturing its clothing in the U.S., what the clothing industry could teach other attempts to re-shore post-COVID, how Washington helps (and impedes) manufacturers, and the importance of domestic production and its impact on jobs, society, trade policy, and supply chain resilience.

Subscribe to The Realignment to access the full version of this episode and support the show: https://realignment.supercast.com/In the latest edition of The Realignment's weekend Ask Me Anything and discussion series, Saagar and Marshall evaluate whether the campus protests sweeping schools across the country are effective, analyze the question of whether bipartisan policy failure in the Middle East is due to ignorance, and discuss why third parties and their candidates such as Ross Perot and RFK Jr. fail to translate their initial ballot success into long-term political change. 

Subscribe to The Realignment to access our exclusive Q&A episodes and support the show: https://realignment.supercast.com/a16z Podcast: a16z Podcast | Andreessen HorowitzREALIGNMENT NEWSLETTER: https://therealignment.substack.com/PURCHASE BOOKS AT OUR BOOKSHOP: https://bookshop.org/shop/therealignmentEmail Us: [email protected] for American Innovation: https://www.thefai.org/posts/lincoln-becomes-faiDavid E. Sanger, White House & National Security Correspondent for the New York Times and author of New Cold Wars: China's Rise, Russia's Invasion, and America's Struggle to Defend the West, joins The Realignment. Marshall and David discuss how the U.S. found itself in a volatile, nuclear-powered rivalry with Xi Jinping's China and Vladimir Putin's Russia, the economic, political, military, and technological aspects of the contest for supremacy, and whether the U.S. is up to the task.

Subscribe to The Realignment to access our exclusive Q&A episodes and support the show: https://realignment.supercast.com/REALIGNMENT NEWSLETTER: https://therealignment.substack.com/PURCHASE BOOKS AT OUR BOOKSHOP: https://bookshop.org/shop/therealignmentEmail Us: [email protected] for American Innovation: https://www.thefai.org/posts/lincoln-becomes-faiDmitri Alperovitch, author of World on the Brink: How America Can Beat China in the Race for the Twenty-First Century, joins The Realignment. Marshall and Dmitri discuss why he believes that Xi Jinping is preparing to invade Taiwan this decade, why a Chinese invasion would be disastrous for the U.S. and the world, how to apply the lessons from Vladimir Putin's preparations for his Ukraine invasion to the Taiwan question, and the strategies the U.S. and her allies can pursue to deter, and win if necessary, a conflict over Taiwan. 

Subscribe to The Realignment to access our exclusive Q&A episodes and support the show: https://realignment.supercast.com/REALIGNMENT NEWSLETTER: https://therealignment.substack.com/PURCHASE BOOKS AT OUR BOOKSHOP: https://bookshop.org/shop/therealignmentEmail Us: [email protected] for American Innovation: https://www.thefai.org/posts/lincoln-becomes-faiDana Mattioli, Wall Street Journal reporter and author of The Everything War: Amazon's Ruthless Quest to Own the World and Remake Corporate Power, joins The Realignment. Marshall and Dana discuss Amazon's rise through the lens of debates about corporate power, why FTC Chair Lina Khan's 2017 law review article kicked off a new era of government antitrust regulation, and why the FTC's 2023 monopoly lawsuit against Amazon could be one of the largest antitrust cases of the 21st century. 

Subscribe to The Realignment to access our exclusive Q&A episodes and support the show: https://realignment.supercast.com/REALIGNMENT NEWSLETTER: https://therealignment.substack.com/PURCHASE BOOKS AT OUR BOOKSHOP: https://bookshop.org/shop/therealignmentEmail Us: [email protected] for American Innovation: https://www.thefai.org/posts/lincoln-becomes-faiNatalie Foster, author of The Guarantee: Inside the Fight for America’s Next Economy and President & Cofounder of the Economic Security Project, joins The Realignment. Marshall and Natalie discuss how the 2016 election and the COVID pandemic created the opportunity to shift the conventional wisdom about the American economy away from the neoliberal status quo, what an economy built around "guarantees" would look like, lessons from UBI experiments and the expansion of the Child-Tax-Credit, and how progressives should respond to post-COVID inflation's dampening of support for government spending programs. 

Subscribe to The Realignment to access the full version of this episode and support the show: https://realignment.supercast.com/In the latest edition of The Realignment's weekend Ask Me Anything and discussion series, Saagar and Marshall discuss the fallout from Iran and Israel's latest escalation cycle, what the passage of Ukraine aid means for the battlefield and Zelensky's political strategy, take-aways from their latest live events (conference on black conservatism and an Israel livestream debate), take audience questions, and more...

Subscribe to The Realignment to access our exclusive Q&A episodes and support the show: https://realignment.supercast.com/REALIGNMENT NEWSLETTER: https://therealignment.substack.com/PURCHASE BOOKS AT OUR BOOKSHOP: https://bookshop.org/shop/therealignmentEmail Us: [email protected] for American Innovation: https://www.thefai.org/posts/lincoln-becomes-faiSteven Kurutz, a features writer at The New York Times and author of American Flannel: How a Band of Entrepreneurs Are Bringing the Art and Business of Making Clothes Back Home, joins the show. Marshall and Steven discuss how and why Americans went from wearing 70% domestic-made apparel to almost none, the revival of domestic clothes manufacturing in the 2000s and 2010s, and how the lessons of the industry's domestic revival applies to post-COVID reshoring opportunities in critical industries. 

Subscribe to The Realignment to access our exclusive Q&A episodes and support the show: https://realignment.supercast.com/REALIGNMENT NEWSLETTER: https://therealignment.substack.com/PURCHASE BOOKS AT OUR BOOKSHOP: https://bookshop.org/shop/therealignmentEmail Us: [email protected] for American Innovation: https://www.thefai.org/posts/lincoln-becomes-faiTo celebrate the anniversary of The Realignment's Supercast subscription, Marshall recorded a special, best-of edition where he answers questions on everything from the show's future to his Texas-centered book idea and more...

Arsenal of Democracy Podcast: https://arsenal-of-democracy.simplecast.com/The Realignment is taking the day off so that Marshall can travel to Dallas to moderate a conference panel. There is however, a new episode of his Hudson Institute podcast, Arsenal of Democracy, summing up the lessons from the recent TikTok legislative debate and what it means for U.S. digital sovereignty and political economy.