Palmer Luckey, CEO of Anduril, is asking his followers a question that could reshape the tech industry: Would you buy a “Made in America” computer if it cost 20% more than a Chinese-made alternative from Apple? The query reflects a broader techno-nationalist sentiment sweeping Silicon Valley, as leaders align with the Trump administration’s push to reindustrialise America. While Luckey has the capability to manufacture computers entirely within the US, he’s hesitant to lead the charge unless no other company steps up to the challenge.
Luckey’s proposal isn’t just theoretical. He’s done the research, consulting industry experts on semiconductors, assembly, and manufacturing. He knows the cost structure, the timeline, and the risks. His hesitation underscores a key dilemma: Is the US willing to pay more for domestically produced tech in the name of national security and economic sovereignty?
This sentiment isn’t exclusive to Anduril. Tech leaders including Marc Andreessen, co-founder of Andreessen Horowitz, are focused on the future of manufacturing—specifically, the production of advanced AI-driven robotics like autonomous drones and cars. Andreessen argues that rather than clinging to old manufacturing models, the US should focus on designing and building the next generation of technology.
The push for domestic manufacturing is driven by multiple factors. The Covid-19 pandemic exposed vulnerabilities in global supply chains, while Russia’s invasion of Ukraine highlighted gaps in America’s defence capabilities. Meanwhile, China’s release of an advanced AI chatbot, Deepseek, in February raised concerns about a potential adversary gaining control over critical AI technologies.
Political momentum is building. President Trump has pledged over $92 billion in investments for AI and energy infrastructure, with Silicon Valley’s backing. Marco Rubio, US secretary of state, has framed “Made in America” as an economic and national security imperative.
Still, skeptics question whether higher tariffs alone can offset tighter labour markets and lower production costs overseas. But in the defence sector, the stakes are high. As Chris Power, CEO of automated factory startup Hadrian, put it at the Reindustrialise Summit, the US is entering a “generational grudge match” with the Chinese Communist Party.
If Luckey and others follow through, the implications could be far-reaching. A resurgence in US-based manufacturing could redefine global tech supply chains, strengthen national security, and position the country as a leader in next-generation robotics and AI. But the question remains: Will consumers and businesses be willing to pay the premium for domestically produced tech? The answer may well determine the future of American manufacturing.
