What Austin Vernon thinks about AI and jobs

@austin-vernon · 42 positions · On ppll ↗

Engineer and investor who writes quantitative posts about how physical industries actually work — chemical plants, geothermal drilling, shipyards, thermal storage and the economics of low-volume manufacturing — at austinvernon.site.

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1 dated position, 2026, in their own words. Our reading of what Austin Vernon has said — not written or endorsed by them.

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1. 12 Feb 2026

   Our readingWhat makes low-volume American manufacturing uncompetitive is white-collar overhead and lead time, not the wage of the person running the machine.

   America

   Their wordsLong lead times and soft costs, fueled by the world-leading US wages for "white collar" work, are the root cause of poor performance in low-volume production because there are few units to spread the soft costs over.

   ↗Speed Can Reindustrialize Americaaustinvernon.site 3rd of 15 in this piece