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E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
All-In with Chamath, Jason, Sacks & Friedberg
Global Supply Chain
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We've globalized supply chains because as a business, it doesn't make sense for me to do every step of the thing that i want to do. If one step of the system doesn't need the other system running 24 seven, it's going to outsorce that. And now i think the big trend for the next decade or two, everyone's going to have like a institutional memory of this. You're going to see companies that are going to start to vertically integrate supply chains. They're ging to vertically integrate their manufacturing.
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