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#Brexit, meet #COVIDー19… (pssst… just as with Brexit, OVER TIME there cld absolutely be shortages, e.g. right now if too many of the "cast of thousands" gets sick or quarantined themselves to keep up the #JIT supply chain brittle "perfection theater")
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UK Supermarkets are masterful: cheap goods at low margin in huge bulk, with highly sophisticated FMCG just-in-time supply chains. If you operate a Tesco Metro in Central London, you don't (a) carry excess stock (just exactly right amount based on models): wasted working capital
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The world has certainly been finding out that over-optimized, #JIT #SupplyChain's can be extremely fragile when faced with "novel", "Black Swan"-like circumstances had some years back mused about some of this under the "Lean vs. Fat Startups" heading
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18/ Due to 2nd order effects, redundancy induces antifragilization, as described in the picture below. (Excerpt from my book "The Power of Adaptation", gum.co/powerofa)
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Excellent data points on this thread, & the #supplychain situation for Apple specifically looks somewhat encouraging... then again, everybody is not Apple... /cc
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18/ Let's talk about supply chain! A more detailed analysis covering multiple firms and industries will wait for next week, but for now let's just focus on a single company, the biggest of them all. How exposed is $AAPL to supply chain disruption?
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#SupplyChain situation looking a LOT less reassuring for medical supplies & medicines unfortunately… :( #deglobalization
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⚠️Crucial medical drugs are also running out. About 40% of the 156 drugs that are essential parts of critical care are becoming limited. Supply chains that involve China, Italy or India. These chains discharging contents like a sputtering garden hose that has now begun to run dry
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Missed this from Daniel a week ago. Worth reading some of the tweets around that portion of the thread:
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"The exit of foreign manufacturing from China is speeding up, and, even after the pandemic is over, it is likely to continue... The Kearney U.S. Reshoring Index, just released, shows an unprecedented return of business to the United States, with far less sourcing from Asia."
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#COVID19 x #Robotics: Even stronger impetus for robotization / #automation than before
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We've heard quite a few mentions of the deglobalization fallout and national security investments that will follow this pandemic, but the other, maybe more important, story is that it will push the world over the edge of automation. A robot boom is coming. economist.com/briefing/2020/
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