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E158: Global trade disrupted, Adobe/Figma canceled, realtors sued, Trump blocked
All-In with Chamath, Jason, Sacks & Friedberg
Resilience of Post-COVID Supply Chains and Air Freight Costs
The resilience of post-COVID supply chains has not significantly improved at the physical infrastructure layer, as the bottlenecks still persist despite fluctuations in demand. The global logistics infrastructure is both resilient and fragile, highlighted by the vulnerability to asymmetric warfare. Air freight, being four to five times more expensive than sea freight, is susceptible to market impacts due to its smaller network and capacity in comparison to ocean freight. Any disruptions in air freight, such as price increases or rerouting, can have global implications on shipping costs and supply chains.
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