In the aftermath of #COVID19 there will be a major reckoning about the globalized supply chains & these kinds of moves in times of crisis


High time to move some *strategic* capabilities / production back to say EU-27 (similar for US) https://twitter.com/_DanielSinclair/status/1235091160411955201
Have a feeling this may turn into a hefty thread, to be added to sporadically in coming weeks & months

Let's start with this excellent 9 min. video of a discussion around #COVID19 x #FutureofWork, & the many *A/B Tests* that are being created right now: https://www.zdnet.com/article/coronavirus-update-2020-tech-conference-cancellations-and-travel-bans/
Coronavirus tech conference cancellations list: Apple WWDC, Microsoft Build, E3, NAB, Gartner, Dell...

As the COVID-19 outbreak spreads, tech conferences are being canceled, postponed, or turned into virtual events.

https://www.zdnet.com/article/coronavirus-update-2020-tech-conference-cancellations-and-travel-bans/
A/B Tests such as: "Conferences still physically attended vs. virtual only" -> "What is our ROI in the aftermath of either?"

Same for "Conversion to largely/all remote work" -> "How much/little pain is it really? Again our ROI vs. high cost of physical office space" - etc. etc.
"Deglobalization" may well enter the dictionary before long...?! https://twitter.com/_DanielSinclair/status/1235739588276228098
From 2 days ago, also click through to see what I was replying to: https://twitter.com/AlexSchleber/status/1235146212875161601
Some strong counter-points from @vgr on this, important to think through the many paths here. Yes, it seems wild to unwind much of the globalized supply chain. But for strategic items...? Who knows, #COVID19 may force everyone's hand https://slack-files.com/T03N3HW3E-FUF9SMTH8-15e204ddab
Letter from a Neoliberal Shill

Public file shared from https://slack.com/

https://slack-files.com/T03N3HW3E-FUF9SMTH8-15e204ddab
In the meantime... "mandatory work from home [WFH]" for ALL your [assuming "white collar"/office] employees has a whole new ring to it, doesn't it...? https://twitter.com/EpsilonTheory/status/1235793187991629824
1.5 months later this tweet is suddenly even more true than before

#COVID19 x #RemoteLearning, #remotework, #remoteMedicine... https://twitter.com/briantobal/status/1221209637715836928
German school system is ill-prepared to move to the 21 Century & go fully #remotelearning, which is being used to counteract #COVID19 spread elsewhere

Now the wasted fat years w/ far too little investment & innovation #scharzeNull will come home to roost https://twitter.com/OlafGersemann/status/1236936135877722115
As if on cue even from the conservative / traditionalist German news outlet - #coronavirus x #remotework x #ClimateCrisis https://twitter.com/faznet/status/1236304096170311680
#COVID19 has brought forth some class A gallows humor, that much is certain...

(also: #remotelearning for children of a population of 900+ million quarantined, like that...!?) https://twitter.com/nachristakis/status/1237020533721640960
If your company isn't already deep into thinking about how to play this new #remoteEverything angle strategically, what are you even doing...?! https://twitter.com/stephanschmidt/status/1237752873448022016
There'll be many more items to be added to my #remoteEverything thread in coming weeks, even if it's hard to concentrate on it right now

This is the hopeful, "builders" side of things: https://twitter.com/mat_sherman/status/1238096337427558401
Stick with Balaji on this #remoteEverything story, he's been on it for weeks now:

#remoteworking #remotelearning #remoteMedicine https://twitter.com/balajis/status/1237971551317827586?s=21
There is a lot of goodwill out there to help others mitigate moving to workable #remoteEverything practices

I'll point to some German examples/initiatives tomorrow
/cc @OliverBaier https://twitter.com/fredwilson/status/1234893518599929856
One thing we do know - the #remoteEverything world will need a ton more #VR, both for work & entertainment: https://twitter.com/ballmatthew/status/1217162276525965313
This is kinda the right way to be looking at the coming supply chain crunch...?! #COVID19 x #remoteworking https://twitter.com/michaelsteen/status/1238527501015670784
The Zoom story is sure to heat up in coming weeks/months - #remotelearning #remotework https://twitter.com/alexrkonrad/status/1238502406050193409
#remoteworking giant A/B test incoming... https://twitter.com/business/status/1237621088592580609
#remotelearning... beware the #GenZ digital natives LOL: https://twitter.com/Austen/status/1236347518096568320
I have to concur 100% unfortunately... There is almost no way things are going to just go back to the status quo ex ante https://twitter.com/_danielsinclair/status/1239571915146174464?s=21 https://twitter.com/_DanielSinclair/status/1239571915146174464
Wise words on the brittle supply chain we've all wrought: https://twitter.com/fmbutt/status/1239729532954988546
Giant #remoteworking A/B test applies to #startups just the same: https://twitter.com/garrytan/status/1240342356307505153
A lot to look at here, also see RTs with commentary under this search: https://twitter.com/search?q=https%3A%2F%2Ftwitter.com%2FShaneAParrish%2Fstatus%2F1237496354223554561

#remoteEverything, yet lots of #SupplyChain #deglobalization ? https://twitter.com/ShaneAParrish/status/1237496354223554561
Before #remoteEverything, you'll first actually have to increase capacity... esp. German intransigence on Net / #Mobile high-bandwidth build-out during the good times may well come back to bite now in major ways...?! https://edition.cnn.com/2020/03/19/tech/netflix-internet-overload-eu/index.html
Netflix and YouTube are slowing down in Europe to keep the internet from breaking

Netflix and YouTube will reduce streaming quality in Europe for at least the next month to prevent the internet collapsing under the strain of unprecedented usage due to the coronavirus pandemic.

https://edition.cnn.com/2020/03/19/tech/netflix-internet-overload-eu/index.html
Just-In-Time models will take a massive hit, & will have to be adjusted before all of this is over... #JIT x #COVIDăƒŒ19 https://twitter.com/Greg_Callus/status/1241508872571039744
#Brexit, meet #COVIDăƒŒ19


(pssst
 just as with Brexit, OVER TIME there cld absolutely be shortages, e.g. right now if too many of the "cast of thousands" gets sick or quarantined themselves to keep up the #JIT supply chain brittle "perfection theater") https://twitter.com/Greg_Callus/status/1241508872571039744
The specific, strategic #deglobalization after all of this is over will be something to behold: https://twitter.com/John20649/status/1241508651036221449
#Deglobalization in strategic areas incoming in 3
 2
 1

(see tweet above for a direct hit from 12 days ago) https://twitter.com/AFP/status/1247175019291172864
The world has certainly been finding out that over-optimized, #JIT #SupplyChain's can be extremely fragile when faced with "novel", "Black Swan"-like circumstances

@vgr had some years back mused about some of this under the "Lean vs. Fat Startups" heading https://twitter.com/DellAnnaLuca/status/1180868747176878085
Excellent data points on this thread, & the #supplychain situation for Apple specifically looks somewhat encouraging... then again, everybody is not Apple...

/cc @natisho @basche42 https://twitter.com/athomasq/status/1248306971486404612
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