supply chain
3 statements across 1 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement Jul 20, 2026 by Amir Khoshniyati · across every show →
Everything said about supply chain, oldest first
Jul 20, 2026 positive
Khoshniyati: Wiliot sensors detect spoilage and halt damaged produce mid-transit
“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…”
Jul 20, 2026 bullish
Jul 20, 2026 positive
Khoshniyati: Physical AI Value Lies in Condition Telemetry, Not Just Location
“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…”