Publico hoje com meu amigo Felipe Machado artigo⁩ sobre a reserva de mercado da informática e suas lições para uma era de Big Techs e Doutrina Monroe.
Na Carta Capital impressa desta semana e aqui.

#industrialpolicy #digitalsovereignty #Brazil

Europe is turning climate targets into procurement rules. The proposed Industrial Accelerator Act aims to lift manufacturing from 14.3% of EU GDP (2024) to 20% by 2035 — with “lead markets” for low-carbon steel/cement/aluminium + local-content EV rules.
https://climatetech.industryexaminer.com/eu-industrial-accelerator-act-buy-eu-low-carbon-procurement/

#ClimateTech #EU #IndustrialPolicy #SupplyChains #TechNews

AISatoshi (@AiXsatoshi)

기술 격차 현실을 보면 외부 압력에 따라 외국 제품에 의존할 가능성이 커지겠지만, 의사결정용 AI를 전부 해외 제품에 맡겨선 안 되고 국내 AI 시장의 국산 비율은 정책(정치)으로 결정해야 한다는 주장입니다. 국내 점유율 보장이 있으면 국내 AI 벤처에 대한 투자가 활성화될 것이라는 견해도 담겨 있습니다.

https://x.com/AiXsatoshi/status/2024263360511164639

#ai #aipolicy #domesticai #industrialpolicy

🏛️ “The factory might be unreachable, but not fighting for industrial resilience is a resignation.”

This is the core message of FabCat Manifest 2.0. Too often, European industrial policy suffers from defeatism. We regulate markets we do not possess. We subsidise competitors because we fear the risk of building our own capacity.

On 19 Feb, we challenge this doctrine of “managed decline”. #EUChipsAct #StrategicAutonomy #IndustrialPolicy #FabCat

Germany: Car Lobby Accuses EU of Ignoring Industry Crisis

https://web.brid.gy/r/https://europeanconservative.com/articles/news-corner/germany-car-lobby-accuses-eu-of-ignoring-industry-crisis/

🛑 Europe is sleepwalking into a sovereignty trap.

Brussels obsesses over "leading-edge" (<2nm) nodes to compete with Taiwan. Meanwhile, our actual industries—Automotive, IoT, Defence—are starving for mature 22nm chips.

#EUChipsAct #Semiconductors #IndustrialPolicy #ERSFabs #Resilience

Ford is right: The Canadian auto sector is about to be destroyed. But the executioner isn't in Beijing. He is in Ottawa.
#MarkCarney #CdnPoli #AutoIndustry #EV #Manufacturing #IndustrialPolicy #Automation #China #Economics

https://robotbelt.com/mark-carney-dark-ambition-canada-auto-future/

"The measures Trump has enacted will not create the strong, well-resourced public systems required to drive innovation that produces broad prosperity. Industrial policy instruments can be powerful, but only when they are embedded in capable institutions and used to solve problems rather than merely reward those with privileged access.

If industrial policy is to deliver for the American people, the Trump administration must demand discipline from CHIPS Act recipients. If the president aims to secure a good deal for taxpayers, then the current approach—in which the state is taking passive equity stakes with no voting rights, no conditions, and no reinvestment requirements—will not suffice.

Trump speaks to the grievances of the working class. Industrial policy can deliver for those voters, but only if contracts require that public investment translates into better wages and more affordable essentials, not just higher stock prices. Placing conditions on government support is not adding bureaucratic red tape. It is the mechanism by which public value is created.

An effective industrial strategy must create wealth through public investment guided by modern-day moonshots, missions that set clear public goals defined by the problem to be solved and the outcomes to be delivered."

https://www.foreignaffairs.com/united-states/making-industrial-strategy-great-again#

#PublicInvestment #IndustrialPolicy #IndustrialStrategy #USA