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 05: He closed Walmart before the product existed. Now he says the moat is everything.
Pactum AI’s Martin Rand on winning a first customer with nothing but a pitch, the enterprise sales rule that sounds backwards, and why he thinks most startup moats are disappearing.
In under three years, nearly 60 Chinese and Taiwanese circuit board makers built factories in Thailand. To understand why, you need two maps and one uncomfortable number.
It is easy to assume chips will eventually outgrow the board. In July 2026, the most closely watched AI rack in the world was reportedly delayed by one year.
NVIDIA, Microsoft, Google, Amazon and Apple have reportedly secured their share of one Japanese company's woven glass. Here is why a fabric decides what a computer can do.
Founder’s Talk Ep 04: When AI meets procurement, the price comes before the negotiation
Arkestro’s Edmund Zagorin on predicting the deal before it starts, why he thinks agent-to-agent negotiation is the most overhyped idea in the category, and what the last generation of procurement software already taught him.
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.
