What Separates a Supply Chain AI Company I'll Fund From One I Won't
· Source: supplychainbrain.com
In short
A venture investor at Merck Global Health Innovation Fund outlines the five pillars he weighs most heavily when deciding whether to fund a supply chain AI company: data, integration, portability, real differentiation and vision. Drawing on examples from Tag-N-Trac, CargoSense and Controlant, he argues that visibility is no longer the finish line — the new bar is understanding what is happening, determining what it means, and fixing it.
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In the issue of week 39, 2026: AI Moves Into Supply Chain Operations as Evidence, Data and Trust Shape Adoption
Tags: supply chain, visibility, venture capital, sensors, agentic AI, integration