08/28/2026
Supply chain utopia isn't a new idea.
Ask a room of leaders to describe the ideal system and you'll get some version of what's in this image. You'd have gotten roughly the same answer in 1995.
The goal hasn't moved. What's moved is everything standing between us and it.
Compute got cheap. Data got fast. The distance between sensing, deciding and executing is collapsing and physical AI is starting to close the last stretch, the part where a decision has to turn into a pallet that actually moves.
Which means the constraint was never the vision. It was the friction.
And that surfaces a question the field has mostly been able to avoid:
If the system can sense, decide, and execute on its own, what is management actually for?
Chris Gaffney and Zaid Duwayri take that on September 3. Part 1 of three.
What would you add to the list? Or take off it?