The Big Themes:
• The real story behind the supply chain: There are not enough skilled workers in manufacturing, logistics, distribution, and trucking.
• Combination of technology and innovative programs: Like apprenticeships, primary school education programs, and recruiting people from other industries.
• Geo-political dynamics: LinkedIn pulling out of China, recent investments by the US government to stimulate American ships manufacturing, and 5G development.
• Google is an example of a broader trend: This is a deceptively simple observation and one that holds insights for business leaders.

The Big Quotes:
“It's clearly starting to have an impact as we get a little closer to the holiday season.”

“Boy, we had that all wrong. What were we thinking? We're rethinking our strategy but trust me, they are.”

“We might break that into four or five that have proximity to final assembly, proximity to customers, proximity to talent, proximity to energy grids.”

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