on a bit of a tangent, but one of the big 'waves' I think are coming is much more detailed and accurate supply chaindata (think ubiquitous ledgers to track item

on a bit of a tangent, but one of the big 'waves' I think are coming is much more detailed and accurate supply chaindata (think ubiquitous ledgers to track items through factories everywhere). This is likely to come first in food (welcome to higher prices) but eventually you can imagine networks 'using US made chips only - talk american!' And ... all of a sudden, government's social policies have genuine trade costs. (Which feeds into my second thesis - how do we agree on common standards of behaviour)