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Balaji Srinivasan

πŸ‘€ Speaker
2887 total appearances

Appearances Over Time

Podcast Appearances

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

I actually posted this at the very beginning of all this retarded tariff stuff or whatever.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

Basically, the very first thing you needed, if you had a rational industrial policy, is you would collect the data structure

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

of what the supply chain actually is, right?

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

It is a graph of this supplier, right, produces, you know, these things, which is purchased by this plant, right?

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

And it's literally a gigantic network.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

How about that, right?

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

And how would you get this?

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

Well, there's various tax reporting forms and so on that you could ask to, because it's a tax, right?

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

You're actually, you'd have to get this information from all these companies, format it in a certain way, and so on and so forth, right?

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

With this, however...

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

you could actually get reporting.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

It wouldn't be just a stupid paper chase.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

This would be something which would be strategically important.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

Okay.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

That's what we're talking about with the screw factory.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

So it's both and.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

I completely agree with you.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

Well, actually, let me zoom back for a second.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

In general, before I try to solve a problem, I try to get the information on the problem to understand the problem.

The a16z Show
Balaji and Steven Glinert on Network States, Supply Chains, and Allied Coalition Strategy

Sure, sure, sure.