I spent 10+ years in Supply chain and sourcing across the US, India, the Middle East, and Africa. Now I'm writing about what I learned.
Silicon & Steel the hidden chain behind chips and supply.
Founder - siliconandsteel.co
Founder's Talk Ep 03: Your AI agents need a harness. Meet the founders building it...
Eloso Intelligence's Ben Roome and Drew Winget on why brilliant AI agents still break in production, and the "harness" that decides whether they can actually run a supply chain.
Founder's Talk Ep 02: Your cargo travels blind. Meet the founder trying to fix it.
Willog’s Daniel on the invisible losses in logistics, why COVID cracked the market open, and the insurance company he built on sensor data. With 200 successful customers, and zero churn.
The Nexperia Fiasco: How the World's Most Boring Chipmaker Halted Car Plants on Three Continents
Nexperia makes the few-cent diodes and transistors in every car. It is Dutch-built, Chinese-owned and China-packaged, and in late 2025 all three jurisdictions grabbed it at once. The lesson isn't about chips. It's about who owns your supplier.
The CoWoS Ceiling: TSMC Has a Packaging Monopoly Inside Its Logic Monopoly, And the Fix Is 36 Months Away
CoWoS-L is the single most constrained resource in the AI hardware supply chain through at least Q4 2027. Every GPU vendor sourcing it from TSMC is allocation-constrained, and the expansion cycle is 36 months from committed investment to qualified production.
