Podcast
Pivot
It was described as perfectly timed, given the current controversies about global supply chains, shortages, and employee resignations. The author discussed the landscape of the global supply chain, highlighting issues such as record demand, labor shortages, and bottlenecks in various areas.
So the landscape right now is very weird Americans have been on a shopping spree ever since about May of 2020 and global supply chains just we're not designed to accommodate this much demand especiall...
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It was described as perfectly timed, given the current controversies about global supply chains, shortages, and employee resignations. The author discussed the landscape of the global supply chain, highlighting issues such as record demand, labor shortages, and bottlenecks in various areas.
So the landscape right now is very weird Americans have been on a shopping spree ever since about May of 2020 and global supply chains just we're not designed to accommodate this much demand especially in the US
You know, on top of that you have the great resignation which you mentioned and, you know, part of that is hitting jobs that are specifically kind of not great jobs in general like trucking
So we're all just kind of like on this grand journey together where we find out that if chip packaging in Malaysia shuts down for a month you can't buy a, you know, Ford F-150 or whatever two months later in the US
Well, recession is always a quick and dirty solution to these kinds of problems We don't like that That's a bad solution
Yeah, I mean Amazon You know they The same way that Apple has this tremendous lead over everybody in terms of chip design which you know is happening as we record this as they announce a new faster than ever MacBook Pro and everything Amazon has a lead over everybody in terms of like warehouse design the software that runs warehouses the robots that populate those warehouses