A VC in Vacationland
Seeking the next gen supply chain technology breakthroughs
recent posts
- The Role of Generative AI in Supply Chain Investment Strategies
- AI’s Impact on Supply Chain Investment Strategies
- The ‘New Normal’ is now the ‘No Normal’ in Supply Chains
- SRR—Sustainability, Resilience, Risk Management: The Latest Supply Chain Buzzwords & Investment Opportunities
- 3PLs–Investing in the Next Generation of Outsourced Supply Chain Solutions
about
Category: Supply Chain Strategy
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I have a confession to make. Most of the supply chain strategy books I have read in the last 30 years or so are not very good. Many times I thought that I should write the definitive book on supply chain strategy, but never thought that I understood the complexities well enough to do it.…
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Boy, the guys at MIT really do think in different dimensions than the rest of us supply chain geeks. Olivier de Weck, associate professor of aeronautics and astronomics and engineering systems (these genius’s also have longer titles than the rest of us) and David Simchi-Levi, professor of engineering systems and civil and environmental engineering, have…
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As my original post said a few months ago, LARTE’s are not a new Double Expresso drink at Starbucks, but rather Location Aware Real Time Enterprises. They are getting a lot of play in the VC Blogs of late, powered no doubt by the growing availability of GPSS/sensor/RFID and related data that can help companies…
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The continued success of on demand software models, especially the big push by Oracle and SAP into these spaces, makes us venture guys push up the valuations on our SaaS investments. But the hidden value in SaaS environments, and one not shared by all on demand software, is in the data collected and managed by…
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In a previous Blog, Where are the Supply Chain Entrepreneurs?, I asked why so few business networks have been started. Business networks would let companies collaborate on line with their suppliers to find new ways of improving supply chain efficiencies. MetroHorse is a B2C network that lets businesses post their profiles, consumers to place bids…
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Zoom Systems provides automated robotic retail stores in high-traffic area, full of brand name products you want to buy. Why are they supply chain innovators? Well, the short story is that they bring the right products to the right place at the right time, but at a much lower cost than traditional manufacturer/distributor/store networks, and…
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In a post last week, we reviewed the emergence of the newest type of supply chain innovators– LARTE’s–Location Aware Real Time Enterprises. This week, we will look in depth at two emerging players in this field–eCourier and Pizza Pilot. Logispring, one of my investing partners, has just completed funding the international expansion plans of eCourier,…
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No, LARTE is not the latest Starbuck’s drink…but more on that later. Location Aware Real Time Enterprises (coined LARTE by the TechBlog cognoscenti) refer to companies who use GPS, RFID, wireless, among other technologies as an integral component of their business models. Think of FedEx and UPS who use these technologies to optimize pick up…
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I did something this morning that I have never done before in my life. I got up at 4am to join the first rush of the Black Friday buying frenzy. OK, my wife was snoring up a storm and we have a house full of Thanksgiving guests, meaning I had no other bed for escape. …
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I just added a new Google customized search engine to my Blog, titled Cool Supply Chain Start Ups. My intent is to allow Blog readers to search my site and others for start ups in the supply chain space that knowledgeable friends and Dave think have a chance of being a new, new thing. Note:…
A VC in Vacationland 