Chapter

The Implications of Supply Chain Integration and Over-Inventory
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13:46 - 19:36 (05:49)

The integration of supply chains and ownership of the infrastructure may become a competitive advantage for bigger companies, however over-inventory may lead to an enormous capital problem in the future when consumption shifts from physical assets to services.

Clips
The integration of supply chains and ownership of infrastructure becomes a true competitive advantage for bigger companies like Amazon during the pandemic.
13:46 - 19:36 (05:49)
listen on SpotifyListen on Youtube
Supply Chain Integration
Summary

The integration of supply chains and ownership of infrastructure becomes a true competitive advantage for bigger companies like Amazon during the pandemic. However, as the consumption of physical assets turns towards services, companies may face capital problems due to over-ordered inventory.

Chapter
The Implications of Supply Chain Integration and Over-Inventory
Episode
E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flexport CEO)
Podcast
All-In with Chamath, Jason, Sacks & Friedberg