Supply chains have stepped into the spotlight in a way we’ve never seen before. What used to run in the background is now shaping how companies plan, invest, and compete. A big reason for that shift is technology. For the first time, modern systems can finally keep up with the real complexity of global operations. As we head into 2026, the entire supply chain stack is being rebuilt, and this transformation is opening the door to a new era of value creation. In this month’s blog, I’m laying the foundation for the next few articles by digging into why this change is happening, what’s powering it, and where the next generation of leaders and innovators will rise.

Last month, I covered the why behind corporations investing in supply chain startups. Now, let’s use my investment thesis as a framework for how to decide where to invest and with whom to partner.

For corporations with complex supply chains, the opportunity is clear: engage early, align strategically, and build a venture investment model that complements your business priorities.