The hottest Supply Chain Substack posts right now

And their main takeaways
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Top Business Topics

Issue #87 | Meet the Food Fraud Perpetrators | Good Mould versus Bad Mould | Child Labour in Food | Cotton Candy in the Shower |

The Rotten Apple • 31 implied HN points • 08 May 23
🍲 Food & Drink Food Safety Food Fraud Supply Chain
  1. Some molds are safe to eat and even deliberately added to certain foods for their desirable properties, while others can produce harmful mycotoxins and are considered unsafe for consumption.
  2. Food fraud perpetrators can be categorized as opportunistic or organized, with organized criminals often operating across different industries and committing more complex and long-term frauds with significant impacts.
  3. Child labor violations in the food industry are a major ethical concern, even in developed countries like the USA, where violations have been increasing, and companies within the food industry are found to be the main offenders.

Scaling Up Battery Production with 425+ New Factories

Exponential Industry • 19 implied HN points • 19 Jul 23
🕹 Technology Manufacturing Supply Chain Energy
  1. The battery supply chain consists of six main segments, including raw material mining, material processing, and recycling.
  2. Battery pack manufacturing plants are expected to increase globally to over 500 by 2030 due to the rising demand for electric vehicles.
  3. Choosing the right battery chemistry is crucial for battery OEMs as it impacts performance, costs, and manufacturing efficiency.

Taking a Peep at America's Factory Boom

Exponential Industry • 19 implied HN points • 09 Apr 23
💼 Business Manufacturing Investment Technology Economics Supply Chain
  1. On-demand manufacturing platforms and digital twins are hot trends as supply chain shortages continue.
  2. Companies in the USA and Japan are reshoring production, leading to a surge in construction spending for manufacturing facilities.
  3. Mexico's auto parts industry is adapting for the EV era by focusing on new materials and technologies.

An Inventory Quote and Story: Educational Lessons on Root Causes and Controlling Inventory

Mike Talks AI • 19 implied HN points • 09 Mar 23
💼 Business Inventory Management Supply Chain Operations Management
  1. Setting lower safety stock targets can lead to higher actual inventory.
  2. To reduce inventory successfully, address root causes like forecast errors and batch sizes.
  3. Directly controlling inventory isn't as simple as it seems; it requires managing orders and production effectively.
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How Closed Source Intellectual Property Contributes to the Chip Shortage

Safety Critical Computer Security • 12 HN points • 09 Apr 23
🕹 Technology Chip Manufacturing Supply Chain Open Source
  1. Legacy chips shortage caused by decommissioning of old lithography machines by TSMC in 2020.
  2. Black-box chip designs and closed source IP contribute to the ongoing chip shortages in various industries.
  3. Open source chip designs, like Libre SoC, could help prevent future chip supply-chain issues.

Welcoming MVMNT to the Equal Ventures Portfolio

Equal Ventures • 19 implied HN points • 05 Oct 22
💼 Business Investment Technology Supply Chain Financial Services
  1. Equal Ventures invested in MVMNT, a platform democratizing access to software for freight shippers and brokers
  2. They use a freemium model to address the low willingness of non-digitally native industry buyers to pay for software
  3. MVMNT monetizes through fintech products like QuickPay, insurance, and payments, making their offerings free to customers

The Week in Repair: June 19-25

Fight to Repair • 19 implied HN points • 28 Jun 22
💼 Business Repair Economy Data Privacy Supply Chain
  1. FTC is taking action against companies like Harley-Davidson and Westinghouse for limiting customers' right to repair, which restricts choices and can cost consumers more money
  2. Exploring concepts like the circular economy vs. degrowth can lead to business innovations that prioritize sustainability and affordability by reusing and recycling materials
  3. Congress is pushing for investigations into the automotive industry's right to repair, aiming to protect consumers' ability to repair their own products and improve competitive repair markets

What to do with rotting software?

On Engineering • 1 HN point • 03 Dec 23
🕹 Technology Software Development Open Source Engineering Security Supply Chain
  1. Deprecating and removing open source projects can have major consequences on dependent projects in the software ecosystem.
  2. Maintaining a library may not always be feasible due to various factors like engineering allocations and dependencies.
  3. Forking a project can be a viable option for businesses heavily reliant on a library that is no longer actively maintained.

Hiring VC MBA Interns with experience in Insurance, Supply Chain / Logistics & Climate / Energy

Equal Ventures • 19 implied HN points • 23 Mar 21
💼 Business Venture Capital Internships Recruiting Insurance Supply Chain
  1. The company is hiring MBA interns with experience in Insurance, Supply Chain/Logistics, and Climate/Energy
  2. Interns will research industry themes and investment opportunities remotely for 10 weeks in the summer, with a stipend included
  3. Ideal candidates should have experience in these sectors, be intellectually curious, professional, self-directed, and friendly

4 Supply Chain Themes for 2021

Equal Ventures • 19 implied HN points • 30 Jan 21
💼 Business Supply Chain Logistics Finance Technology Small business
  1. 2021 will be a record year for supply chain investing due to problems to solve and available capital.
  2. The rise of FBA sellers has created demand for multi-channel logistics solutions, especially for D2C brands.
  3. SMBs and mid-market seek working capital, presenting an opportunity for startups to embed trade finance solutions within the supply chain stack.

🔮E10: Pushing Moore's Law to the Limit with High-NA EUV (aka Nanoscale Chip Printing)

Let Us Face the Future • 1 HN point • 27 Jul 23
🕹 Technology Manufacturing Semiconductors Innovation Supply Chain Startups
  1. High-NA EUV lithography enables more precise and densely packed chip patterns below 10nm, crucial for continuing Moore's Law.
  2. The first High-NA EUV systems are expected to be available commercially around 2025-2026, with known engineering hurdles to overcome.
  3. High-NA EUV may produce chips worth $200 billion annually, impacting advanced logic, analog, photonic, and quantum semiconductors.

Supply of Rapid Tests

Joshua Gans' Newsletter • 0 implied HN points • 21 Aug 21
🏥 Health & Wellness Public Health COVID-19 Vaccination Testing Supply Chain
  1. Abbott destroyed millions of rapid test products due to a mistaken prediction of decreased demand, leading to supply shortages when demand surged again.
  2. Public health recommendations, like CDC's guidance on testing, heavily influence the demand for rapid tests.
  3. Vaccine mandates and the requirement for negative tests are increasing the demand for testing, highlighting the importance for governments to act promptly to ensure sufficient supply.

ACR #25: Can Blockchain Solve Food Security?

Africa Crypto Report (ACR) • 0 implied HN points • 06 Jun 23
🕹 Technology Blockchain Agriculture Marketplace Supply Chain Cryptocurrency
  1. Blockchain is being used in Africa to improve transparency and efficiency in the food supply chain.
  2. eFama App by Coronet Blockchain helps farmers connect directly with buyers, ensuring product quality and eliminating intermediaries.
  3. The application aims to help farmers achieve product quality assurance, access markets directly, and build sustainable businesses.

The Software Supply Chain Security Future

Iceberg • 0 implied HN points • 08 Oct 23
🕹 Technology Security Software Supply Chain
  1. Open source software is commonly used to solve industry problems and dependencies are essential when developing a web app.
  2. Relying on auto updaters and scanners for security can be reactive and not fully effective in preventing issues.
  3. Implementing capability based security in programming languages could provide a solution to software supply chain security concerns by limiting the permissions of imported code.

Equal's 2023 Research POV

Equal Ventures • 0 implied HN points • 17 Jan 23
💼 Business Retail Supply Chain Insurance Climate
  1. Retail sector is shifting focus from growth to fundamentals due to choppy economic conditions in 2023. Brands outsourcing non-core competencies like brick & mortar retail.
  2. Supply chain disruptions persist in 2023. Opportunities in restructuring manufacturing supply chains, filling labor gaps, and managing freight market downturn.
  3. Insurance sector sees focus on profitability, capital efficiency, and product differentiation. Trends in specialty lines, embedded solutions, and broker digitization.

Equal Ventures Focus Area: Logistics

Equal Ventures • 0 implied HN points • 12 Aug 20
💼 Business Investment Supply Chain Digital Infrastructure Business Models Financial Services
  1. Amazon's impact on the supply chain has forced industry players to modernize their systems to meet customer demands
  2. The growth of eCommerce and rising return rates have put stress on traditional supply chains, necessitating digital infrastructure for efficiency
  3. In the logistics sector, there is a need for new business models, digital solutions, and financial services providers to enable existing players to compete effectively with Amazon

Saturday Sprouting Reads (Indian Agri-Fintech, Ag Drones Business Models, Agri-Input Supply Chains, Morality of Food, ESG Pushback)

Agribusiness Matters • 0 implied HN points • 08 Apr 23
💼 Business Agriculture Technology ESG Supply Chain Morality
  1. Agricultural credit usage in India differs based on land holdings, with larger holders relying more on institutional credit.
  2. Drones in agriculture have potential for spraying services and precision agriculture, with a future trajectory similar to call centers.
  3. Agritech startups are focusing on digitizing the agri-input supply chain to enhance operations and revenue growth.