Early and late-stage supply chain investing in software and hardware.
LeanLogistics 2:24. Kiva Systems (robotics) 2:55. Steelwedge (supply chain planning) 3:09. Optiant (inventory planning) 3:20. Macropoint (supply chain visibility) 3:28. Llamasoft 3:34. Shipmonk 3:41. Pre-COVID investing climate 4:59. Virtual brokerage of freight 5:23. Ecommerce logistics 5:28. Blockchain, robotics 5:30. Flexport valuation $1B Softbank investment 5:38. AI/ML supply chain decision-making for optimization/efficiency investment theme 6:12. COVID impact on investing 7:35. Crisis, normal, crisis product development cycle 8:39. Supply chain disruptions/adjustments to COVID 10:22. Shifting sourcing and distribution 10:37. Real time data challenges for legacy systems 11:27. AI/ML decision-making systems sitting on top of legacy systems 13:20. LeanLogistics first Saas/TMS solution 14:36. Different ERP systems for different functions 16:01. AI/ML impact on supply chain, FANUK robots building robots 17:00. Levidata using AI to identify pricing seasonality 18:15. Wise Systems 18:47. Criteria for assessing investments 20:35. True Load Time 21:37. Investment assessment, existing vs new companies, post-COVID 24:31. “Don’t listen to Steve Jobs” 26:02. 12-month trends 29:02. Taking care of the workforce 30:29. Forecasting a challenge in this climate 31:46. Ecommerce is 40% of retail in UK 32:18. $20B invested in supply chain, $27B in AI, last year 33:15. AI importance to autonomous vehicle functionality 34:46. Elevation of supply chain leadership 36:32. Importance of organizational inclusivity 38:09. Winners and losers going forward 39:39. Is globalization dead? 42:10. Domestic labor can compete when industry is labor-intensive 42:48. TSMC US manufacturing for Apple chip 44:42. How will immigration limits impact supply chains? 49:01. Strategic reserves over nationalization of supply chains 53:27. Investment focus going forward: real-time data; accelerating process automation; execution and planning apps; AI/ML-based tools; sustainable and resilient supply chains; integrating robotics and AVs into supply chains 55:15.