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Jon Stokes; Why the supply chain is failing & the danger of woke religion being written into AI

The Vance Crowe Podcast

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What Happens When You Can't Tell All These Orders

There's a demand surge that is hitting the semi conductor industry and lumbering. There are very real shipping constraints, A china lost a chunk of freight capacity just like two or three weeks ago. So what is phantom orders? Like there's real demand from the stimulus,. There's legitie demand for this fake demand," he says. "It takes a while for everybody to dialat back down"

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