The Vericlude Blog

Where supply chain is headed

Notes on supplier relationships, procurement intelligence, and the shift already underway.

MAY 5, 2026 · MOLLY LOUTHAN

Pre-COVID Versus Now: What Supply Chain Teams Actually Won (And Lost)

Supply chain went from invisible to strategic. Here's what actually changed, what stayed worse, and where the real competitive advantage lies now.

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APRIL 14, 2026 · MOLLY LOUTHAN

Sequoia Just Put Supply Chain on the Map. Here's What That Actually Means.

Sequoia just mapped where AI is actually going to take over — and supply chain landed at the top of the Next Wave list. $200B+ sitting in the insourced, intelligence-heavy quadrant.

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