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supply chain

3 statements across 3 episodes · 0 bullish · 0 bearish · 3 people on the record · first statement Aug 17, 2016 by Ben Einstein · across every show →

Everything said about supply chain, oldest first

Aug 17, 2016 neutral
Insight
Einstein: Growing hardware startups must focus on supply chain over manufacturing
“Really what actually happens with most hardware companies now, their core focus as they grow is actually less about hardcore manufacturing and molding and quality control. And it's more about gaining expertise in your own supply chain.”
Ben Einstein Aug 17, 2016 ▶ 7:47 20VC: Why Hardware Is Actually Software Wrapped In Plastic & "Of Course Hardware Is Hard, Everything Is Hard" with Ben Einstein, Founder & General Partner @ Bolt VC
Apr 15, 2024
Prediction Not checkable as stated
Altman: Securing compute and supply chain is OpenAI's biggest five-year challenge
“Doing the best research and the best productization of, like, the best innovation on that stuff over the next 12 months, and was it five years for the second there? Sufficient, like, supply chain and compute.”
Sam Altman Apr 15, 2024 ▶ 47:11 Sam Altman & Brad Lightcap: Which Companies Will Be Steamrolled by OpenAI? | E1140 · 20VC with Harry Stebbings
Oct 6, 2025
Disclosure
Cerebras making multi-year, multi-hundred-million-dollar supply chain and data center commitments
“We're making five and seven year investments in, in a data center capacity. We are making hundreds of millions now on term of billions of dollars of bets in supply chain.”
Andrew Feldman Oct 6, 2025 ▶ 7:38 Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
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