How the World's Companies Wound Up in a Deepe...

China's AI industry has changed a lot since DeepSeek released its cheap frontier model last year, and briefly sent US tech stocks falling. After being locked out of the most advanced chips, Chinese companies are now allowed to buy some Nvidia H200s. In fact, many of the big Chine ...  Show more

We closed out our New York live show on May 28 with a panel that featured three of our favorite Substackers: James van Geelen of Citrini Research, Sam Ro, founder of The TKer, and journalist Jasmine Sun. They've all been Odd Lots guests before, and we wanted to get them together ...  Show more

Throughout the pandemic, businesses of all sizes have faced delays, product shortages and rising costs linked to disruptions in the global supply chain. Consumers have been confronted with an experience rare in modern times: no stock available, and no idea when it will come in ...

The phrase “supply chain issues” has become a bit of a punchline, but very few people seem to know the real story of what’s going on behind the scenes. Anthony LaGrasso is one of them. As a veteran in the world of supply chain and in his current role as VP of Supply Chain at Leva ...  Show more

What do a bicycle, a living room sofa, spools of copper wire, and a six-pack of Cherry Vanilla Coke Zero have in common? All of them may soon be or currently are in short supply as the global economy experiences a supply chain in disarray that has left few consumer goods and comm ...  Show more

The Supply Chain Buzz is Supply Chain Now’s regular Monday livestream, held at 12 noon ET each week. This show focuses on some of the leading stories from global supply chain and global business, always with special guests – the most important of which is the live audience!In thi ...  Show more