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vgr's profile
Venkatesh Rao
Venkatesh Rao
Venkatesh Rao
@vgr

Tweets

Venkatesh Rao

@vgr

This is my conversational account. For my work follow @ribbonfarm, @breaking_smart, @artofgig. Tweets are 90% vacuous views, apathetically held. Mediocritopian.

Los Angeles, CA
venkateshrao.com
Joined August 2007

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    1. Alex Schleber  👽 😷‏ @AlexSchleber Mar 22
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      Alex Schleber  👽 😷 Retweeted Greg Callus

      #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")https://twitter.com/Greg_Callus/status/1241508872571039744 …

      Alex Schleber  👽 😷 added,

      Greg Callus @Greg_Callus
      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
      Show this thread
      1 reply 1 retweet 0 likes
      Show this thread
    2. Alex Schleber  👽 😷‏ @AlexSchleber Mar 25
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      Alex Schleber  👽 😷 Retweeted Bob Jordan

      The specific, strategic #deglobalization after all of this is over will be something to behold:https://twitter.com/John20649/status/1241508651036221449 …

      Alex Schleber  👽 😷 added,

      Bob Jordan @John20649
      Replying to @HowardA_Esq
      The real problem is that we outsourced most of the manufacturing of low value items to China. We don't have the mask manufacturing infrastructure in the US. https://www.wired.com/story/surreal-frenzy-inside-us-biggest-mask-maker/ …
      1 reply 0 retweets 0 likes
      Show this thread
    3. Alex Schleber  👽 😷‏ @AlexSchleber Apr 6
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      Alex Schleber  👽 😷 Retweeted AFP news agency

      #Deglobalization in strategic areas incoming in 3… 2… 1 (see tweet above for a direct hit from 12 days ago)https://twitter.com/AFP/status/1247175019291172864 …

      Alex Schleber  👽 😷 added,

      AFP news agencyVerified account @AFP
      #BREAKING Europe needs 'self-sufficiency' in mask production: Merkel pic.twitter.com/1AAIuTvi4w
      Show this thread
      1 reply 1 retweet 0 likes
      Show this thread
    4. Alex Schleber  👽 😷‏ @AlexSchleber Apr 8
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      Alex Schleber  👽 😷 Retweeted Luca Dellanna

      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 @vgr had some years back mused about some of this under the "Lean vs. Fat Startups" headinghttps://twitter.com/DellAnnaLuca/status/1180868747176878085 …

      Alex Schleber  👽 😷 added,

      Luca Dellanna @DellAnnaLuca
      18/ Due to 2nd order effects, redundancy induces antifragilization, as described in the picture below. (Excerpt from my book "The Power of Adaptation", http://gum.co/powerofa ) pic.twitter.com/W8VS228kOm
      Show this thread
      2 replies 1 retweet 0 likes
      Show this thread
    5. Alex Schleber  👽 😷‏ @AlexSchleber Apr 10
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      Alex Schleber  👽 😷 Retweeted Abraham Thomas

      Excellent data points on this thread, & the #supplychain situation for Apple specifically looks somewhat encouraging... then again, everybody is not Apple... /cc @natisho @basche42https://twitter.com/athomasq/status/1248306971486404612 …

      Alex Schleber  👽 😷 added,

      Abraham Thomas @athomasq
      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?
      Show this thread
      1 reply 1 retweet 1 like
      Show this thread
    6. Alex Schleber  👽 😷‏ @AlexSchleber Apr 14
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      Alex Schleber  👽 😷 Retweeted COVID19

      #SupplyChain situation looking a LOT less reassuring for medical supplies & medicines unfortunately… :( #deglobalizationhttps://twitter.com/V2019N/status/1250084982984339457 …

      Alex Schleber  👽 😷 added,

      COVID19 @V2019N
      ⚠️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
      Show this thread
      1 reply 0 retweets 0 likes
      Show this thread
    7. Alex Schleber  👽 😷‏ @AlexSchleber Apr 17
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      Alex Schleber  👽 😷 Retweeted Daniel Sinclair

      Missed this from Daniel a week ago. Worth reading some of the tweets around that portion of the thread:https://twitter.com/_DanielSinclair/status/1248023443179737090 …

      Alex Schleber  👽 😷 added,

      Daniel Sinclair @_DanielSinclair
      "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."
      Show this thread
      1 reply 0 retweets 0 likes
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    8. Alex Schleber  👽 😷‏ @AlexSchleber Apr 17
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      Alex Schleber  👽 😷 Retweeted Daniel Sinclair

      #COVID19 x #Robotics: Even stronger impetus for robotization / #automation than beforehttps://twitter.com/_DanielSinclair/status/1248086656760057858 …

      Alex Schleber  👽 😷 added,

      Daniel Sinclair @_DanielSinclair
      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. https://www.economist.com/briefing/2020/04/08/how-to-reopen-factories-after-covid-19 …
      Show this thread
      1 reply 0 retweets 0 likes
      Show this thread
    9. Alex Schleber  👽 😷‏ @AlexSchleber Apr 18
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      Here's a #SupplyChain issue that you didn't see coming, & it turns out that it cannot be fixed short term: The #toiletpaper shortages are here to stay for a while, & it has nothing to do with hoarding, & everything with too-fine-tuned/-specialized chainshttps://marker.medium.com/what-everyones-getting-wrong-about-the-toilet-paper-shortage-c812e1358fe0 …

      1 reply 1 retweet 0 likes
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    10. Alex Schleber  👽 😷‏ @AlexSchleber Apr 18
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      This is an excellent write-up for the current restaurant industry situation in Berlin (exemplary for many places I assume) Should be more widely read, & goes deep into the questions for the entire Value Chain /cc @teroterotero @vgrhttps://berlinfoodstories.com/2020/04/14/in-the-wake-of-corona/ …

      2 replies 1 retweet 2 likes
      Show this thread
      Venkatesh Rao‏ @vgr Apr 18
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      Replying to @AlexSchleber @teroterotero

      thanks

      2:40 PM - 18 Apr 2020
      • 1 Like
      • Alex Schleber 👽😷
      0 replies 0 retweets 1 like

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