Six months after Trump declared “Liberation Day,” tariff revenues are up, and major US investment pledges are rolling in. But at the same time, costs are rising, and global sourcing strategies are shifting fast. This week, the Zero100 team explores reshoring readiness, friendshoring alternatives, and the role of AI and robotics in turning volatility into opportunity, outlining the steps supply chain leaders must take to build resilience in a reshaped global market. Featuring: Chief Research Officer Kevin O’Marah, VP, Research, Geraint John, and Principal Analyst Caroline Chumakov. Breaking down Trump’s tariff playbook (00:05) What the numbers really say about trade deficits and tax revenue (02:01) Moving manufacturing back to the US: Political theater or a real shift? (03:38) The roadblocks slowing a reshoring push (10:17) Non-stop negotiation: How global trade partners are reacting (15:44) Inflation, resilience, and what supply chain leaders must prepare for next (19:14) Trump’s tariffs: a win or a miss? (25:01)
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28:42
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28:42
What Can the West Learn from China’s EV Disruptors?
China's electric vehicle manufacturers are changing the game with seamless ecosystems that blend digital and physical production – and they're scaling without friction. This week, the Zero100 team explores how companies like BYD and Xiaomi are producing high-quality EVs faster and cheaper than Western competitors, and breaks down the operating lessons every supply chain leader needs to know. Featuring: Principal Analysts Suzanne Lindsay and Jenna Fink, and VP, Research Kelly Coutinho. The three waves of China’s EV innovation (00:51) How robotics help Xiaomi produce 1,000 cars a day with just 2,000 workers (02:28) Unpacking BYD's battery advantage (04:26) How STEM talent powers China's automotive transformation (06:03) Understanding China’s EV glut and export strategy (08:54) What Western supply chains can learn from China’s “seamless scale” approach (12:10)
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16:41
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16:41
The Next Big Thing: 3 Tech Breakthroughs to Watch (That Aren’t Agentic AI)
The hype around agentic AI is real, but it’s not the only tech worth watching. This week, the Zero100 team shares the innovations they’re most excited about, including vibe coding, simulation, and AI-enhanced wearables. Tune in to find out how they're being leveraged to cut costs, boost safety, and empower problem solving across supply chain. Featuring: Chief Research Officer Matt Davis, VP, Research Lauren Acoba, and Principal Analyst Caroline Chumakov. Simulation, digital twins, and ”hacking uncertainty” (05:40) How vibe coding is revolutionizing supply chain innovation (09:26) The AI wearables that could transform human capability (14:14) All together now: Building the next supply chain stack (17:18) “Innovation just got cheaper”: First steps and takeaways (19:20)
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23:03
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23:03
What CEOs Need from Operations Leaders Now with Jim Rowan
Join Jim Rowan, former CEO and President of Volvo Cars, and Kevin O’Marah, Chief Research Officer at Zero100, as they discuss how supply chain leaders can navigate today's business environment. Jim shares his framework of six interconnected technologies for future relevance, explains how AI is reshaping organizations into dynamic neural networks, and offers practical advice for leaders seeking to become strategic partners to their CEOs. CSCO/COO evolution: From support to strategic partners (01:00)The six game-changing technologies that will drive future relevance (03:27)Agentic AI’s potential impact on strategy and the org chart (08:20)How software-first thinking transforms supply chain strategy (11:31)What’s next for Big Tech’s big players? (15:39)US-China tensions and Europe’s role in the tech ecosystem (20:06)How ops leaders can be effective partners to their CEOs (30:46)
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35:07
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35:07
Workforce 2030: Critical Skills for a Digital Future
AI is here. Your job is changing. But what skills will actually keep you ahead of the curve? This week, El Iza Mohamedou, Head of the OECD Centre for Skills, shares her insights on the most critical skills needed to thrive in an increasingly automated world, and the role executives must play in developing the workforce of tomorrow.Three critical skill categories Fortune 500 CEOs can’t ignore (00:56)The “soft skills” origin story (06:40)How countries and companies are tackling rapid skills development (09:10)What Singapore’s SkillsFuture policy gets right (12:01)What it takes to lead a true AI skills transformation (14:29)Emerging goldmines for AI-ready supply chain talent (18:41)The workplace preparation watch-out executives are missing (21:46)
Welcome to Zero100, the “unboring” supply chain podcast. Each week, Zero100's researchers, analysts, and data scientists deliver sharp takes on the news, delve into new research, and interview leaders at the forefront of supply chain’s digital revolution, giving you the insights you need to drive growth and resilience.
Netherlands