ABB: Multipolar Supply
This episode is AI-generated.
Content warning: discusses death/grief.
THE FILE
It is 16 October 2026. The archive opens on ABB. A 110 million dollar ribbon-cutting ceremony in the American Midwest masks a towering 25.3 billion dollar backlog of heavy electrification gear. The global grid demands hardware that physically does not yet exist.
THE THEME
Multipolar Supply is the new corporate armor. The boardroom mandate is simple: build redundant, localized manufacturing hubs to survive the coming geopolitical fracture. But duplicating final assembly lines across continents burns capital fast…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.