The hottest Supply Chain Substack posts right now

And their main takeaways
Category
Top Business Topics
Fight to Repair 19 implied HN points 28 Jun 22
  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
Tech Buzz China Insider 19 implied HN points 20 May 22
  1. Shein has become a major Chinese company in fashion and e-commerce, valued at $100Bn, marking a significant presence in the industry.
  2. Shein's success is attributed to its flexible supply chain and innovative manufacturing approach, focusing on quick production and a vast selection of products.
  3. Shein is expanding beyond fashion into categories like accessories and home items, with efforts to improve quality and sustainability, potentially evolving into a platform rather than just a brand.
Equal Ventures 19 implied HN points 23 Mar 21
  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
Equal Ventures 19 implied HN points 30 Jan 21
  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.
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On Engineering 1 HN point 03 Dec 23
  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.
Let Us Face the Future 1 HN point 27 Jul 23
  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.
Tech Buzz China Insider 0 implied HN points 12 Apr 24
  1. The group store model in China has evolved into a unique form of community group buying where group leaders act as platform franchisees, attracting residents through low prices and generating revenues via a gross margin on goods sold.
  2. Group store chains are expanding rapidly across China, with varying store sizes and monthly sales figures, aiming to attract customers to physical stores with limited SKUs and low prices.
  3. To ensure sustainability and profitability, group store companies are diversifying their offerings by adding higher-margin products and services like fresh food, entertainment vouchers, and local services, aiming to create a comprehensive platform for community businesses.
Robots & Startups 0 implied HN points 24 Jun 21
  1. It's important for the public to have a say in the creation of autonomous robots for the agricultural sector.
  2. Reports directed by President Biden highlight vulnerabilities in supply chains for semiconductors, batteries, critical minerals, and pharmaceuticals.
  3. Consider subscribing to Robots & Startups for more insights and a 7-day free trial.
Sector 6 | The Newsletter of AIM 0 implied HN points 14 Mar 23
  1. The term 'Foxconned' reflects how people might feel tricked by promises of jobs and progress that don't turn out as expected.
  2. In India, there are changes to labor laws allowing longer hours and shifts, making it easier for companies like Apple to operate there instead of in China.
  3. These changes are part of a larger strategy by the government to attract tech companies, but they raise concerns about workers' rights and job security.
Logos 0 implied HN points 30 Jul 20
  1. Cost of Goods Sold (COGS) includes all costs related to making a product, like raw materials and manufacturing expenses. Companies should always look for ways to reduce these costs to improve profitability.
  2. Gross profit is different from gross margin. While gross margin is a percentage, gross profit is the actual dollar amount made after costs. It's important for managers to focus on absolute profit rather than just margins.
  3. Direct costs are specific to a product, while allocated costs are shared expenses across divisions. It's crucial to understand these differences when making financial decisions, as misclassifying costs can lead to poor business choices.
Resilient Cyber 0 implied HN points 22 Nov 22
  1. Software supply chain security is becoming more important due to recent cybersecurity incidents. Developers, suppliers, and customers all play key roles in keeping software secure.
  2. Using secure development practices, like threat modeling and regular security testing, helps prevent vulnerabilities from being introduced. It's crucial to have proper processes and training for developers.
  3. Organizations should verify third-party components and ensure a secure build environment to avoid compromising software. Having clear policies and tools in place can significantly reduce the risk of software supply chain attacks.
Agribusiness Matters 0 implied HN points 08 Apr 23
  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.
Resilient Cyber 0 implied HN points 22 Nov 22
  1. Microsoft created the Secure Supply Chain Consumption Framework (S2C2F) to help organizations manage their use of open-source software securely. Its goal is to improve safety when using external code libraries.
  2. The framework has three main goals: to ensure good governance of open-source software, to quickly fix known security issues, and to avoid using harmful software packages. These goals guide the practices that organizations should adopt.
  3. S2C2F also emphasizes the need for continuous learning and improvement in security practices. Organizations are encouraged to regularly assess their security measures and adapt to new threats as they arise.
Africa Crypto Report (ACR) 0 implied HN points 06 Jun 23
  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.
Iceberg 0 implied HN points 08 Oct 23
  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 Ventures 0 implied HN points 17 Jan 23
  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 0 implied HN points 12 Aug 20
  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
Joshua Gans' Newsletter 0 implied HN points 21 Aug 21
  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.