Global Supply Chain
topic on 4 shows · 5 statements across 5 episodes
My First Million 
Capital Allocators 
the MAD Podcast 
All-In
5 statements about Global Supply Chain, every show
Lisa Su: Reshoring cannot eliminate global semiconductor supply chain reliance
“We have to accept the fact that it's a global supply chain. Like, even if you were to reshore, you know, X number of components, you would still have Y components that are across the world.”
Friedberg: Supply chain disruption was main driver of post-COVID inflation
“We had a massive shortfall in the ability to move goods around the world. And that was the biggest driver of the inflationary effects that we saw on the cost of everything.”
Puri: Endpoint 3D printing will eventually replace global factory supply chains
“Realizing that that's not going to be the way that's not going to be the way forever. And like this kind of like three D printing, you know, like sort of basically manufacturing just in time at the end point and cutting out a whole bunch of these like factorie…”
Eifrem: Physical goods supply chains are frequently 20 to 30 hops deep
“Any company that is producing physical goods is tapping into this global supply chain spanning continent to continent, right? That is frequently 20, 30 hops deep.”
Duncan: Rising isolationism will disrupt supply chains and drive regional development
“One is a lot more isolationism amongst nations, which means that that's going to disrupt the global supply chains. And I think you're going to see global supply chains develop internally within geographies, whether that's a country or a group of countries that…”