In this episode, David Warrick, former Head of Supply Chain at Microsoft, sits down with Arun Kumar Bhaskara-Baba—former Chief Digital & Information Officer at Honeywell Aerospace and longtime Johnson & Johnson supply chain leader—to unpack a critical question: 👉 Are we rushing into agentic AI without thinking through the consequences? From the risk of repeating old silo mistakes to the importance of governance, architecture, and purpose-driven AI design, Arun shares a powerful fram...
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In this episode, David Warrick, former Head of Supply Chain at Microsoft, sits down with Arun Kumar Bhaskara-Baba—former Chief Digital & Information Officer at Honeywell Aerospace and longtime Johnson & Johnson supply chain leader—to unpack a critical question: 👉 Are we rushing into agentic AI without thinking through the consequences? From the risk of repeating old silo mistakes to the importance of governance, architecture, and purpose-driven AI design, Arun shares a powerful fram...
Wall Street vs Supply Chains: The Cost of Listening to Analysts, Not Operators
The Masters of Supply Chain News Digest
20 minutes
3 months ago
Wall Street vs Supply Chains: The Cost of Listening to Analysts, Not Operators
In this episode of the Masters of Supply Chain News Digest, John Church sits down with leading economist Walter Kemmsies to unpack the economic forces shaping global supply chains in 2025. From tariff risk and port strategy to the shifting geography of global sourcing and the rise of “platform economics,” Walter shares sharp insights from decades of advising importers, exporters, and infrastructure providers. Key topics include: - The barbell strategy: sourcing and port diversification - Wh...
The Masters of Supply Chain News Digest
In this episode, David Warrick, former Head of Supply Chain at Microsoft, sits down with Arun Kumar Bhaskara-Baba—former Chief Digital & Information Officer at Honeywell Aerospace and longtime Johnson & Johnson supply chain leader—to unpack a critical question: 👉 Are we rushing into agentic AI without thinking through the consequences? From the risk of repeating old silo mistakes to the importance of governance, architecture, and purpose-driven AI design, Arun shares a powerful fram...
