Chelsea ToczauerNews

Episode Summary

Nick Vyas on agentic AI, the policy problem, and why removing friction from global trade may be the most consequential thing we do next. Full show notes here: https://potentiamedia.org/p/supply-chains-paradigm-break-withNick Vyas has led global supply chains for Sears, Toys R Us, and Duty Free, built USC Marshall’s supply chain institute from the ground up, and is currently leading six case studies on agentic AI where the technology outpaces drafts before the team can finish them. He calls what’s happening right now not a paradigm shift but a paradigm break, because every transformation before this one still had a human at every node while this one doesn’t. The world produces enough food to feed everyone on earth, yet 40% of it rots between the farm and the table because the supply chain can’t move it. Democracies are structurally incapable of the long-horizon planning this moment demands, though China has been executing on a 45-year-long nine-cycle strategy without interruption. And AI is about to displace more white-collar jobs than any previous technology in history, but policymakers are falling asleep at the wheel, repeating the exact mistake of the Rust Belt, except this time the middle class will be hit hard.
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