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Flexport CEO on how to fix the US supply chain crisis

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Re: Flexport CEO on how to fix the US supply chain crisis

#131
post #121
post #104

Earlier quoted context omitted.

> Owner-operators are actually not completely allowed in California. And trucks for the most part must be very new to comply with California emissions requirements. The "labor shortage" is in part aggravated by these regulations. ... Both of these claims have been disputed by fact checking organizations: https://www.politifact.com/factchecks/2021/oct/19/facebook-p...

Because we all know how those don't need to be fact checked.

[deleted]

Re: Flexport CEO on how to fix the US supply chain crisis

#132
post #63
post #60

Related: The mayor of Long Beach has increased the stacking limit. https://mobile.twitter.com/RobertGarcia/status/1451679404757...

It's weird to me that thousands of people work at the docks or with the trucks, and likely understand these problems quite well, but only after a silicon valley guy rented a boat to take a look and tweeted about it did it come to attention of the larger world. Is it just that these other people don't want to "rock the boat" at their place of employment?

But isn't this exactly what makes Silicon Valley so effective? A willingness to challenge the status quo and rapidly iterate.

Re: Flexport CEO on how to fix the US supply chain crisis

#133

Which of the two chief executives tagged in this Twitter thread is supposed to have the legal authority to unilaterally overrule Long Beach’s zoning ordinances? Surely it isn’t newsom, but I bet Biden has even less authority. This is not a judgment on the merit of the idea bc the zoning rule seems dumb but what’s the point of proposing a “solution” which it isn’t clear either man can actually implement?

You're telling me the "most powerful man in the world" can't declare a state of emergency and temporarily suspend local government zoning laws? Hilarious if true.

Time to familiarize yourself with the Tenth Amendment.

Re: Flexport CEO on how to fix the US supply chain crisis

#134

>Leadership is the missing ingredient at this point. Political will has evaporated in the age of polling driven decisions. The Donor class sees actual leadership as dangerous to them, they still remember the betrayal of FDR and guard against it. I suspect some huge profits are being made by some while the supply chain remains effectively strangled, so why would they want it fixed? Things have been going down hill sin…

Leadership to fix this crisis doesn’t only have to come from the POTUS, but Biden has assigned a chief to deal with this as far back as July and that guy is already negotiating some of the solutions (extra shifts at the ports, UPS/FedEx, and large distribution centers like WalMart).

Part of it is a lack of investment in the ports for decades. This isn’t donor class; it’s voters complaining about too much spending.

Part of it is a lack of government will to impose any basic regulations on transport companies to be more efficient when their communication/planning for fear of being anti “free market”. There is no shortage of plebs screaming “SOCIALISM!!1!” at any suggestion for minimal regulation.

The only “huge profits” I see here are international shipping companies who can’t legally be campaign donors in a US election. The reason I see why Biden or Newsom haven’t done something significant to fix goods transport is that half of the country is busy calling them tyrannical for masks and vaccines while claiming they shouldn’t be in office due to unverified claims of election tampering. It looks like we are one spark away from a civil war and appearing to nationalize shipping or trucking companies is a delicate proposition.

I suspect both don’t yet see the supply chain issues as their top priority, but I’m increasingly thinking they should. I think it’s a significant contributor to inflation over the next few months.

Re: Flexport CEO on how to fix the US supply chain crisis

#135
This has had me thinking all day about situations and industries where we all assume the “experts” have it “figured out”.

I don’t think these people are stupid, there’s just this huge combination of junk that stacks up that nobody fully understands over time.

It’s a lot like a really large, old codebases. Nobody dares to look under the covers and change anything out of fear of it breaking. What it takes is an outside who doesn’t know any better to start poking and prodding at it to see what it does. In this case Ryan effectively ran a profiler on the Long Beach port, a “decades old codebase”, and found a hotspot that was created by a deadlock between the local government and the yards.

What other physical world situations can you think of what would benefit from an outside running a “profiler” against it?

Re: Flexport CEO on how to fix the US supply chain crisis

#138

The last year and a half of pandemic aid has been a large scale experiment in universal basic income. The results seem to be somewhat expected: a labor shortage and high inflation.

Post hoc ergo proctor hoc fallacy. Just because something happened after UBI doesn’t necessarily mean it happens because of UBI.

Attributing the labor shortage to UBI is to ignore the fact that the original impetus for the payments was to allow people to continue to live while we fight off the spread of disease.

Also inflation has been low for a decade and we have people money at the same time the supply chain had to start dealing with selective border closures and businesses slowing operations due to disease outbreaks.

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