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Patrick's avatar

Lucky to find this and look forward to reading.

Pt. 2 China article popped up in the home feed. Will go back to the beginning like a good von Trapp

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drllau's avatar

Very deep topic ... I can't say much about the milTech side but I note that modern (consumer) markets treat FMCG as information (bits) flowing from consumer to supply chains, and logistics of atoms flowing the other direction. In peacetime, this lead to a major paradigm shift by Japanese ... Just-in-Time which optimised inventory (and thus capital costs) to support their automated robots (Detroit missed the JIT angle). COVID showed the fragility of such a system.

I postulate a new formation ... Just-in-Case where in addition to information flows, you create some autonomy by caching supplies which can be auto-delivered via new field robot-carriers.

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