A few years ago, a single cargo ship blocked the Suez Canal and froze nearly $10 billion in global trade each day. The shock, besides the world grinding to a halt, was how completely we’d misread our reality. For decades, we had optimized for demand: forecast it, stimulate it, capture it. But the real constraint wasn’t demand. It was supply. When that ship ran aground, it revealed that our global systems were built for the wrong world.
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