Digests

Supply chain

Podcast

Strait of Hormuz crisis, oil shocks, and the $160 billion tariff refund window

Masters of Scale March 24, 2026

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Supply chain 8

AI strategy & adoption 7

Cash flow management 6

• Air freight prices doubled; fertilizer shortage threatens global food supply
• 94% of businesses owed tariff refunds haven't filed — deadline clock is ticking
• AI cut Flexport's customs error rate from 1.8% to 0.2% — operators beat pure SaaS

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Supply chain

Podcast

How the Ukraine war exposed hidden supply chain risk

Masters of Scale April 2, 2022

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Supply chain 9

Long-term planning 5

• 300,000+ companies are exposed — most don't know it yet
• Software and IT are among the highest-risk sectors tied to Russia
• Supply chain health is now a board-level brand reputation issue

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