When the global chip shortage hit in 2020 and 2021, automakers shut down assembly lines for months. Apple barely stumbled. The surface reasons were simple enough. Apple is Taiwan Semiconductor’s largest customer, and TSMC gave Apple priority on its manufacturing lines while automakers, who had canceled their own orders early in the pandemic, got pushed […]

In the first piece, I told you the 2020 pledge was real. What I want to show you now is what “losing interest” actually looks like in one specific, recurring piece of work almost nobody outside operations ever hears, or cares, about: the quarterly visit. I’ll repeat one point from the first article, because it’s

In 2020, when the world’s supply chains seized up all at once, a lot of CEOs and CFOs, across industries, told analysts and reporters that supply chain would no longer sit in the back office. It would be part of the regular job now — a standing priority, not a crisis response. I remember hearing