If I could, I’d be all in on the new wave of purely American-made car manufacturers with the best software architecture and supply chains. Why? Because they have the finest manufacturing capabilities in the land right now—and there’s no telling how big the next era of robotics and machines could get.

The key point is this: Cars were the start. What is coming next is software defined machines that can reason, move, and communicate. At this point, no one is in a better position than the newest and most innovative car companies with their battery packs, supply chains, software architectures that connect all the pieces, and existing IP and manufacturing capabilities. They have a massive head start that few will ever catch up to. They have all the resources right in front of them to lead the next wave of physical products. They can now copy and paste what they learned in the auto industry across every physical product.

Look at:

• Tesla ($TSLA) — pushing humanoid robotics and building its own AI stack
• Rivian ($RIVN) — pioneering with its modular skateboard platform and in-house software architecture
• NVIDIA ($NVDA) — supplying the chips that power both the brains and the ambitions of these machines
• Steel giants ($NEU) and ($STLD) — the unsung heroes providing the raw muscle the machines need to be in existence
• You get the idea… there are more out there I could point to

I believe there’s a quiet revolution happening here, still in the early innings, and few are really paying attention to it. The next era of electric vehicle companies are already leading the charge in software-defined machines. Their ability to manage and coordinate thousands of sensors, devices, and processors across a single vehicle is a marvel. And once you get that right—once you’ve built a robust, scalable software architecture—you can, I’ll say it again, copy and paste it across entirely new industries.

If these companies keep scaling, my bet, is that they will become the next giants of American industry. This is also why the pure software play may be losing steam. The edge is now moving to the physical world: hardware + software + logistics + steel.

The pendulum is swinging back. We’re building again.

Get your hands off the keyboard and to the welder.