The Big Themes:

• Cheaper, faster, better: Technology is making all of our companies much more agile. And that’s what’s allowing all our companies to reshore.

• Great jobs in manufacturing: There are great jobs out there, but people don’t seem to be taking them – perhaps because they are what Tony calls “new collar jobs” and people aren’t ready for them.

• The gift of speed: CEO Marc Benioff of Salesforce says the big thing customers ask him for is the gift of speed.

• Renaissance in apprenticeships: In the US there are more and more trade schools, but we’re still catching up with the rest of the world. For countries like Germany and others the idea of apprenticeships is a big deal.

The Big Quote:

“You look at Apple, you look at Amazon, you look at the most valuable – or at least perhaps the second most valuable car company in the world, Tesla. They’re all manufacturers.”

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