Nilay Patel

half-hazardly trying to convey.

But what you're saying is we're Siemens.

We make automation.

We can virtually model the entire factory as a digital twin before you build it.

In AI, we can automate even more.

We can automate people using Excel to program your factory.

Just build that.

And I look at that and I say, well, that didn't get anybody a job, right?

Like I look at data center investment in the United States and communities around the United States are pushing back on data centers because they're like, this is a lot to extract from the environment and from our land and not enough jobs.

I see that same argument being applied to fully automated factories.

How do you push back against that?

Is a fully automated factory a net add to the economy, do you think?

Who buys the outputs of an AI factory?

The tokens, intelligence.

Right, I'm just saying, like, if I build a fully automated factory to make cars, but no one has a job, who buys the cars?

But where do they get the money?

Again, rudimentary understanding of economics.

Yeah, the world needs electricians and plumbers for sure.

That much I understand.

Someone's got to build and plumb the data centers, and maybe that's the only career in the future.