Supply Chain

“There's a demand shock and supply chains, like basically every step in the supply chain for equipment, For the electricity system to deploying that equipment and getting it online and hooking everything up is bottlenecked and cannot keep up with demand. And be…”

“And it's beyond just knowing the location and the traceability of that item, but the condition that it's in. And that's where physical AI starts to pick up value beyond what historically was in place. So with condition, you know the temperature of that item. Y…”

“We've had these examples with everyday items like strawberries that go through some level of, you know, refrigeration. They come out, there's condensation. It goes through another temperature variance that it might be too cold, and then there's freezing. And w…”

“With the right infrastructure behind it and process I don't think we're far from it.”

“Every package, every shipment, we will know what's happening with it. It's going to speak. AI agents are going to know what actions to take based on those, whether it's email, whether it's phone call, they're going to talk to other companies, agents. And resol…”

“For an AI to actually reproduce itself, it would need to have physical robots going and mining Or, and constructing data centers, and making chips, and handling that full supply chain, and then The AI brain, like the queen of an ant colony, would have to give …”

“And by the way, guess what? You need a lot of oil to even get that whole supply chain started because you need the mine.”

“All these things we're going to need to either reshore or vertically integrate within the companies who are building the end product.”

“And so you fast forward to today and the whole world of retail logistics, transportation, supply chain, manufacturing, and revolving around physical products works off of EDI.”

“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.”

“The demand for humanoid robots in the world will be far more than we know how to think about with the current supply chain.”

“In some of our systems, it goes back six tiers. So there's, you know, six companies behind the component that's coming in, you know, if you include the raw material sourcing.”

“That, that ends up with just lots of economic distortions that everybody on the right would have called, you know, the left socialists. For trying to kind of implement central planning around supply chains.”

“Trump's threats of tariffs are now going to force a supply chain. I mean, it's going to be a supply chain disruption that Could echo, ah, what we saw in 2020 because of the pandemic, right?”

“Because if you want to be integrated in the supply chain, it's, you need to give More concessional treatment or low taxes on inputs that will be brought in because that is what is going to go out again.”

“There's many times you would be hearing this argument in our country that the farmers are looted they get for the papaya or for the apple they produce, they get only 10% or 20% or 30% of the final price which is paid, right? This is a very short-sighted argume…”

“My vision is we're going to see a lot of Teslas and SpaceX and NVIDIA is being built across those physical industries like energy, supply chain, defense, et cetera.”

“The fentanyl problem would not be what it is if that were a secure part of the supply chain.”

“When we do things like protective tariffs and things like that, I think that that more in is an impedance to that supply chain, that web working the at its most optimal.”

“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.”

“Totally agree that the supply chain issues are going to work themselves out. Like, we're seeing that already. We're seeing people get creative about where they're sourcing materials from. We're seeing new manufacturing being set up in Canada and Mexico nearby.”

“The legacy car companies at this point just assemble cars. You know, so they would have to change every bit of the supply chain. They don't make any of the parts.”

“Our commercial industrial customers are seeing that 70% often of their cost of goods sold is what they're buying, so it means, you know, they may have as much as 11 times more carbon And what they're buying than what their actual processes and what they're doi…”

“It turns out the time in the supply chain crisis is incredibly important because the longer is the supply chain time, the more exposed it is to these oscillations. And so, if I can become more time-based in my supply chain, I did basically insulate myself rela…”

“If you take two supply chains One that has an eight week time and one that has a Two-week time. The variability of the output at the one that's two weeks will be about one-eighth variability of the other.”

“I think the best way of running supply chain is to delay every decision to the last moment, because then you have time to get more data to look at the demand and look at other market factors.”

“It's really difficult to make ten-year capital decisions on manufacturing plants and the ensuing supply chain that has to follow you into those manufacturing plants. Because remember, when you build a manufacturing plant, you have to have all the other little …”

“If we, if you try and make it a larger percentage of a supply chain from these enormous buyers early on in 2030, you'll fail. Because the technology simply cannot scale that quickly to meet extraordinary demand.”

“And I just think there's like, you know, rather like Shin, there's going to be dozens and dozens and dozens of these companies around the sort of the higher level point is everything about the channel and the go to market and the media filters through which a …”

“Supply chains, you actually see the economy eight to 12 weeks before everybody else does.”

“The supply chain and the cost of supplies have gone up far more than the cost of capital has gone up so far, and that volatility in the supply chain has been much more troubling for our partners than cost of capital changes has been so far.”

“This is like, this is the era of, it's as if it's, you know, the 19 teens, and Ford is just out. I mean, there is an entire supply chain, and it's not just EVs, it's wind turbines, it's drones, it's robots, and it needs to be a bunch of real stuff that we all …”

“We turned our supply chain on at least six to 12 weeks before anybody else did.”

“You're going to move from just in time to just in case. All of those things have balance sheet implications, Which today's balance sheets are not structured to handle.”

“And now I think the big trend for the next decade or two, everyone's going to have like a institutional memory of this. And you're going to see companies that are going to start to vertically integrate supply chains. They're going to vertically integrate their…”

“And what will happen is this quarter, next quarter, Businesses that you didn't realize and didn't expect are going to get hit with supply chain problems are suddenly going to say, guess what? Our revenue is off by 20, 30% because we couldn't sell this product …”

“I don't think it's necessary in the government's interest to create, even within the country, a monopoly supply chain. You still want redundancy and you still want options. But let's make sure those options are certainly not as a minimum exclusively in countri…”

“Karthik's a lot smarter than I am. He figured out very early on that, you know, starting on the supply side is probably not a great idea. I went around, you know, I tried a lot of different things in that year and a half, you know, looked at food processing, s…”

“While there has been a lot of solution towards visibility in supply chain, there has been very few and very little effort around the decision making in supply chain.”

“I think the rewiring of supply chains is growth positive. It's positive for commodities. You have to build new factories. You have to move stuff around.”

“Is there some fragility in our supply chain? Yes. But I would argue that fragility is really in this in the area of information technology, information access rather than in physical access because the goods and services exist. And as soon as there's demand, s…”

“We've basically offshored so many of the elements that are necessary for our national survival, and I think those elements have to be brought back so that America is safe and independent.”

“So even if demand were to come back very sharply after the lockdown, creating supply back is going to be a challenge and The measures that government can take to ease those to enable people to enable transport to work very well, raw material to be available, b…”

“Controlling doesn't necessarily mean owning. You can choose to own and build certain parts of the supply chain, because there aren't existing high quality service providers, which is the case for some parts of the supply chain in India. But for certain parts o…”

“The world that you and I are in, where we get to order things really easily, that world, one step back in the supply chain is totally broken, and it's all pen and paper and phone, fax, email.”

“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.”