这个数据点表明AI芯片设计公司几乎垄断了TSMC的CoWoS晶圆产能，显示出供应链的极度紧张。这一比例接近100%，意味着其他客户几乎没有获得先进封装产能的空间，这反映了AI芯片供应链的严重瓶颈状态。

重要的数据或统计数字：五角大楼将 Anthropic 标记为供应链风险，这一数据点对分析 Anthropic 与美国国防部的关系至关重要。

大多数人认为软件供应链攻击通常是针对特定生态系统或缓慢扩散的，但作者展示了跨生态系统的快速级联攻击。这种攻击速度和范围远超传统认知，表明现代软件供应链的脆弱性被严重低估。

这一数据点极具洞察力，指明了现代软件架构的根本性脆弱点：真正的防线不再是你的业务代码，而是你从未审查过的传递依赖网络。开发者往往只关注直接引入的包，却忽略了依赖树深处的暗箱，这正是供应链攻击能够“顺藤摸瓜”造成大面积杀伤的底层逻辑。

大多数人认为AI将提高软件开发的效率和安全性，但作者警告说，如果我们不保护AI代理所依赖的供应链，这些代理本身就会成为攻击目标。这挑战了AI发展必然带来安全提升的主流观点，提出了一个反直觉的警告。

大多数人认为大型云平台的漏洞主要来自外部直接攻击，但作者暗示这次安全事件实际上是通过第三方AI平台Context.ai的漏洞间接导致的，这挑战了人们对供应链安全风险的普遍认知。

大多数人认为供应链中断可以通过市场机制快速调整，但作者指出建立替代产能需要数年时间，远快于市场自发调整的速度。这一反直觉观点强调了供应链韧性需要长期规划和政府干预，而非依赖市场力量。

大多数人认为供应链风险主要来自地缘政治冲突本身，但作者指出真正的结构性问题是全球内存供应链围绕一个没有冗余和备用方案的转换瓶颈构建。这一观点挑战了主流认知，将焦点从战争本身转向了供应链设计的根本缺陷。

大多数人认为中东地区的半导体供应链风险主要集中在氦气等资源上，但作者指出溴素才是更危险的隐形威胁。这一观点挑战了主流认知，因为它揭示了一个被广泛忽视的关键材料，其重要性远超当前媒体关注的焦点。

for - adjacency - economic slowdown - renewable energy - supply chain shortages

for - question - how will the Taliban's successful destruction of the poppy industry affect drug supplies in Europe?

to - youtube - Vice - The new fentanyl killing drug users in Europe - https://hyp.is/MDez0BYcEe-rq0sJ-I6FRg/docdrop.org/video/JqqfI-bIvnI/

Die EU hat nicht erreicht, dass Mittel aus dem Inflation Reduction Act auch zur Subventionierung des Kaufs von aus der EU gelieferten privaten E-Autos verwendet werden. Bei der Entscheidung der USA, die in der EU-Wirtschaft vielfach als protektionistisch bewertet wird, spielt die Herkunft von Mineralien eine große Rolle. Die Verhandlungen über das Critical Minerals Agreement (CMA) führten nicht zu einer Einigung. Der Handelsblatt-Artikel stellt den komplexen Hintergrund ausführlich dar und berichtet auch über weitere Verhandlungen.

https://www.handelsblatt.com/politik/international/ira-deutsche-autobauer-gehen-amerikanischen-milliarden-subventionen-leer-aus/100030133.html

• for: regenerative food - certification, JOOLES, JustOne Organics Living Economy System, Holochain - food supply chain certification

• for: food supply chain transparency - unecloseable carrier

• food supply chain vulnerability
• most US cities would run out of food in 3 days if there was a major food supply chain disruption

So this forces Scope 3 in California, even if the rest of the country doesnt go ahead with it

Wow, he got Manchin on board?

https://www.cnn.com/2022/06/26/business/retail-returns/index.html

Hur, K. (2022, February 16). Restaurateur says he spends around $750,000 on security to deal with unruly diners. CNBC. https://www.cnbc.com/2022/02/16/restauranteur-says-he-spends-around-750000-on-security-to-deal-with-unruly-diners.html

https://www.nytimes.com/2022/01/29/us/cargo-ship-cookbooks-overboard.html

Book releases push when shipping containers go overboard.

There could be an interesting movie idea here...

https://notesfromasmallpress.substack.com/p/pulp-futures

The problem with capitalism is that in times of fecundity things can seem to magically work so incredibly well because so much of the system is hidden, yet when problems arise so much becomes much more obvious.

Unseen during fecundity is the amount of waste and damage done to our environments and places we live. Unseen are the interconnections and the reliances we make on our environment and each other.

There is certainly a longer essay hiding in this idea.

Stanford, J. (n.d.). Healthy humans drive the economy: We’re now witnessing one of the worst public policy failures in Australia’s history. The Conversation. Retrieved January 12, 2022, from http://theconversation.com/healthy-humans-drive-the-economy-were-now-witnessing-one-of-the-worst-public-policy-failures-in-australias-history-174606

https://boingboing.net/2022/01/08/forced-by-shortages-to-sell-chipless-cartridges-canon-tells-customers-how-to-bypass-drm-warnings.html

Supermarkets short of supply as up to half of truck drivers absent due to COVID. (2022, January 6). ABC News. https://www.abc.net.au/news/2022-01-06/supermarket-shortage-supply-chain-truck-driver-covid/100741392

https://qz.com/2059755/book-publishers-warn-of-supply-chain-delays-for-2021-holidays/

Community, Springer Nature Sustainability. “Six Modes of Co-Production for Sustainability.” Springer Nature Sustainability Community, August 9, 2021. http://sustainabilitycommunity.springernature.com/posts/six-modes-of-co-production-for-sustainability.

I see the point that blockchain helps make provenance tracing possible, but will need more details of how blockchain technology is leveraged here. Otherwise, I still feel stuck by questions like "Why it has to be blockchain?" and "Can't other technologies serve the same function?".

Love, D., Allison, E. H., Asche, F., Belton, B., Cottrell, R. S., Froehlich, H. E., Gephart, J. A., Hicks, C., Little, D. C., Nussbaumer, E. M., da Silva, P. P., Poulain, F., Rubio, A., Stoll, J. S., Tlusty, M. F., Thorne-Lyman, A. L., Troell, M., & Zhang, W. (2020). Emerging COVID-19 impacts, responses, and lessons for building resilience in the seafood system [Preprint]. SocArXiv. https://doi.org/10.31235/osf.io/x8aew

Ding, W., Levine, R., Lin, C., & Xie, W. (2020). Corporate Immunity to the COVID-19 Pandemic (Working Paper No. 27055; Working Paper Series). National Bureau of Economic Research. https://doi.org/10.3386/w27055

Bonadio, B., Huo, Z., Levchenko, A. A., & Pandalai-Nayar, N. (2020). Global Supply Chains in the Pandemic (Working Paper No. 27224; Working Paper Series). National Bureau of Economic Research. https://doi.org/10.3386/w27224

Hassan, T. A., Hollander, S., van Lent, L., & Tahoun, A. (2020). Firm-level Exposure to Epidemic Diseases: Covid-19, SARS, and H1N1 (Working Paper No. 26971; Working Paper Series). National Bureau of Economic Research. https://doi.org/10.3386/w26971

Papanikolaou, D., & Schmidt, L. D. W. (2020). Working Remotely and the Supply-side Impact of Covid-19 (Working Paper No. 27330; Working Paper Series). National Bureau of Economic Research. https://doi.org/10.3386/w27330

Baqaee, D., & Farhi, E. (2020). Nonlinear Production Networks with an Application to the Covid-19 Crisis (Working Paper No. 27281; Working Paper Series). National Bureau of Economic Research. https://doi.org/10.3386/w27281

The World’s Supply Chain Isn’t Ready for a Covid-19 Vaccine. (2020, July 25). Bloomberg.Com. https://www.bloomberg.com/news/articles/2020-07-25/the-supply-chain-to-save-the-world-is-unprepared-for-a-vaccine

Guan, D., Wang, D., Hallegatte, S., Davis, S. J., Huo, J., Li, S., Bai, Y., Lei, T., Xue, Q., Coffman, D., Cheng, D., Chen, P., Liang, X., Xu, B., Lu, X., Wang, S., Hubacek, K., & Gong, P. (2020). Global supply-chain effects of COVID-19 control measures. Nature Human Behaviour, 1–11. https://doi.org/10.1038/s41562-020-0896-8

Social Scientists Scramble to Study Pandemic, In Real Time. (n.d.). Association for Psychological Science - APS. Retrieved April 20, 2020, from https://www.psychologicalscience.org/news/social-scientists-scramble-to-study-pandemic-in-real-time.html

Zhong, S., Crang, M., & Zeng, G. (2020). Constructing freshness: The vitality of wet markets in urban China. Agriculture and Human Values, 37(1), 175–185. https://doi.org/10.1007/s10460-019-09987-2

Gruszczynski, L. (2020). The Covid-19 Pandemic and International Trade: Temporary Turbulences or Paradigm Shift? European Journal of Risk Regulation, 1-6. doi:10.1017/err.2020.29

Newton, P. N., Bond, K. C., Adeyeye, M., Antignac, M., Ashenef, A., Awab, G. R., Babar, Z.-U.-D., Bannenberg, W. J., Bond, K. C., Bower, J., Breman, J., Brock, A., Caillet, C., Coyne, P., Day, N., Deats, M., Douidy, K., Doyle, K., Dujardin, C., … Zaman, M. (2020). COVID-19 and risks to the supply and quality of tests, drugs, and vaccines. The Lancet Global Health, S2214109X20301364. https://doi.org/10.1016/S2214-109X(20)30136-4

The economic impact of coronavirus: Analysis from Imperial experts | Imperial News | Imperial College London. (n.d.). Imperial News. Retrieved April 8, 2020, from https://www.imperial.ac.uk/news/196514/the-economic-impact-coronavirus-analysis-from/

Ramelli, S., & Wagner, A. F. (2020). Feverish Stock Price Reactions to COVID-19 (SSRN Scholarly Paper ID 3550274). Social Science Research Network. https://doi.org/10.2139/ssrn.3550274

Supply chain is a whooooole other thing man