Matt Francis spent his childhood watching his father struggle with supply chain bottlenecks in a coffee machine factory. Now, the Cambridge-educated engineer is using that early trauma to fuel Rama.

Timestamps

0:00 – Introduction and the $3M seed announcement1:43 – Why supply chain resilience is the key to solving species-level problems2:11 – Watching the "epidemic" of broken factories as a kid in Basingstoke4:00 – Rama’s product: Ingesting millions of data points to operationalize brokers5:28 – The Pacific Advantage: Predicting shortages based on Asian port activity6:40 – Why big SaaS failed traditional electronics manufacturing7:51 – Innovation cycles: Lowering the cost of breakthroughs for defense and tech primes9:24 – Beyond mitigation: Buying alternative stock before disruptions affect prices11:18 – Meeting Aiden at EF16:08 – Tariff mitigation: Why US manufacturers experience pain more acutely19:57 – Building reputation with customers