It Could Happen Here - Why Our Supply Chains Suck
Episode Date: October 20, 2021Why are our supply chains suddenly breaking down? We take a deep dive into the history of logistics and class politics to find out. Learn more about your ad-choices at https://www.iheartpodcastnetwor...k.comSee omnystudio.com/listener for privacy information.
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podcast podcast all right chris you go so welcome welcome to iten Here, a podcast that I think for the first time is just me and Robert.
Uh-huh. This is the very first time that this is happening.
You're all here at a moment of legendary significance and historic importance.
So try to face it with the requisite awe. That's all I ask.
Yes, and another thing that... man, this is a terrible transition.
Something else we're facing with requisite awe is weird shortages of goods and price increases.
It's fucking rad.
I was just at the Asian market today, and they did not have the snack chips that I most prefer.
Oh, no.
This is now officially a calamity.
We've entered crisis, Phil.
Of historic proportion.
Yeah, I don't think we're going to live through this one.
Nope, we're doomed.
We can't live without the Asian snack chips.
We're done for.
It's the ones that are like pieces of seaweed,
but that have been fried in tempura batter.
Ooh.
Oh, that sounds really good.
Completely out.
Tragic.
Absolutely tragic. I think there's a couple of things i mean you've got a script so i'll probably just
let you do that in the not too distant future but one of the things that's frustrating to me
although maybe it shouldn't be because i i'm probably partly responsible for this is that
this is being um this is often kind of being talked about with, by people online as like,
oh,
it's a sign that like society is,
is,
is crumbling.
And what they mean by that is that like,
oh,
we just don't have stuff.
Like we're,
we're not able to like keep up with,
with demand and like the ability to produce these things is crumbling.
And it's actually much more complex than that.
And a lot less rooted in a lack of specific resources and more decisions
made under capitalism about how the supply chain would work.
And it's – I don't know.
I think it's important because it is – you can say it still is like a situation where
this is an example of the system falling apart.
But it's not falling apart because we don't have the paper to make toilet paper with.
It's falling apart because decisions were made in order to increase the stock prices of companies by reducing the amount of products that they kept on hand
and that's uh led to an incredibly fragile system that that did nothing well but maximize profits
and i think well okay i think there's there's a couple of things with that that we should talk
about yeah because there's a lot of different explanations that are floating around for why it's happening and i think some of them are good but i think
a lot of them are missing part of the story yeah and and i think it's important because okay so
like like my grandma like called me yesterday like like called our family to like talk about the the
the the supply chain problem because someone had like she'd been like fed a conspiracy theory that
like the shortages were because american dock workers like didn't want to open containers from
china yeah it's like yeah like i mean this is not what's that's not right but it's not like
if that had happened it would be like well okay yeah that yeah it does scan like yeah and i think
yeah yeah and like i think this this is a moment where yeah you know
okay think think things are not working how they're supposed to and there's a lot of sort of
competing stories about some of which are good some which are bad and i think most of the conventional
accounts and robert was talking about this uh you know even the really good ones they they start with
sort of the the 80s wall street takeover of corporate america and the transformation of sort
of all corporate management into an attempt to like raise short-term stock prices
yeah and you know part of this is is lean in production and this is true and this is sort
of true but this misses about half of the story and and the part of the story that it misses
that's really important and i think is is the sort of it's it's the broader like frame in which all
of this is happening in is essentially the story of how the working class essentially loses the
class war in the 60s and 70s and weirdly it's also a story about Foucault's boomerang which
hell yeah ah yeah this is a uh this is a long... Throw in the music
clip that we've all decided is going to be
the one we put in whenever someone talks about
Foucault's boomerang. Yeah.
Which is probably just going to be another time machine noise.
Real quick.
Foucault's boomerang noise.
Credit to Cody.
Okay, continue.
Brief refresher on what that is.
Basically, Foucault's boomerang is that if a government does something credit to cody um okay continue brief refresher on what that is so basically it because we were
saying is that okay if you if if a government does something like repressive like technology
repressive technique or passive technology like in a colony like in a war somewhere eventually
it'll come back and be used against like the citizens of that country and yeah a great example
would be fingerprinting was invented for the british like policing um
insurgents in malaysia and is now has come back to every you know colonizing nation now uses
fingerprinting which is also deeply flawed as a technology but anyway yeah yeah and you know and
i think most people tend to think about this as our armor personnel carriers but uh we will
eventually get to this the the boomerang technology here is actually shipping
containers hell yeah which have done like irreparable damage to the mankind all right
all right i'm ready for this i don't know much about this hit me all right bear with me with
this because we're we're gonna talk about two threads they're going to seem like they have
nothing to do with supply chains and then they're all going to tie together it turns out is literally all supply chains so in the 60s and 70s you have
you know in very very broad general strokes you have two kinds of class war the first kind is what
i'm sort of very broadly calling the war in the factories and this is this is an enormous series
of sort of strikes and outright uprisings a stretch from sort of detroit to turin to tokyo and you know the most famous of these is the student sort of
worker uprising in may 68 in france and they you know they're they're close enough taking the
country that like french president charles de gaulle like flees in a helicopter to uh in in
secret and like flees to germany in secret and you know and
that that that's like a big event but it sort of it sort of fades what doesn't fade is may 68 in
italy and you know it doesn't fade there because italy italy has been in the middle of a strike
wave since 1962 64 it's the whole 60s that basically just put strike waves
there and you know they have their own 1968 and unlike in france where peter's out in italy you
get the just incredibly named hot hot autumn of 69 which is oh yeah my favorite name ever
yeah it rules yeah i'll bet it was a hot autumn.
Yeah, it's great.
And so basically what happens is you get
hundreds of thousands of workers go on strike.
They start seizing control of their factories.
Most of this is playing out in the Fiat factories.
Yeah, these giant car factories
in Italy's industrial triangle.
And, you know, I mean, they're there for like,
they're there for a long time. They're like 1970 and eventually they lose but you know italy is
just sort of rocked by conflict and sort of class war stuff and all of this sort of culminates in
yet another enormous uprising in 1977 this one driven like in large part by people who
are basically just like fuck
this i'm not working in the factory anymore it's awful which which i think is something that like
you know if you're looking at the modern political landscape you have a bunch of
people who are going like fuck this i'm not going to go like die in these factories anymore
and yeah those people all have in a lot of cases uh safer employing situations than many people
today yeah yeah yeah it's like it's starting to get worse than which is why people are frustrated
but like there were pensions yeah yeah yeah you know and this is sort of interesting because
there's a kind of like vicky osterweil we've had on here, calls it the monkey's paw thing,
where it's like people in the 70s in Italy
wanted autonomy and freedom from work.
And so what capitalism gave them was like,
oh, we'll give you autonomy.
We'll just make you all contract workers.
And now, yeah, you don't have to wake up every morning
and go to a job in the factory and leave at five or whatever.
But now you're a contract worker,
so you just have no stability whatsoever,
and that's your autonomy but you know this this is this is really
bad for the italian ruling class like they almost lose control of italy three times in 10 years
and after 1977 they're just like fuck this and they i mean they start just start doing mass
arrests they imprison like tens of thousands of people. They torture a bunch of people.
And, you know, but it becomes clear that pure political repression is not going to be enough to just destroy the section of the working class movements that, you know, God help you
thinks that you should run production for themselves.
And so they start looking elsewhere for answers.
for themselves and so they start looking elsewhere for answers and the place they find these answers weirdly enough is in the second set of wars that are going on in this period which are the sort of
national liberation wars and you know these are the national liberation wars these are full scale
like these aren't sort of metaphor class war metaph. These are, you know, this is Guinea-Bissau, this is Algeria.
And, you know, importantly for our purposes, the U.S. fights two of them, which is Korea and Vietnam.
Now, Korea and Vietnam are strategically really bad places for the U.S. to fight wars.
Like, they're on the other side of the world, which, which you know it makes it more difficult to do war
crimes because you know if you're firebombing a village right you have to be able to move fire
bombs jet fighters and like oil and rations to the other side of the world and this is hard
as it turns out a lot easier when they can commit war crimes and like i don't know duluth
yeah yeah well even even like you know you got to
commit a war crime in mexico it's like okay you just sent a bunch of people over the border oh
it'd be so easy to commit war crimes in mexico yeah and really really up our war crime quotient
well i i always say we do do a lot of war crimes in mexico it's just that like yeah they're done
basically by proxies that's true like but i mean we've killed like
we've killed like a million people there in the last like 20 years in the war on drugs but
yeah you know so the u.s you know the u.s okay so it has this logistics problem and logistics
problem is that it can't do war crimes enough and so it comes up with a couple of solutions to them
all right one of them is essentially they rebuild the whole Japanese economy in order to use Japan's industrial
base to fight the war in Korea
and then after the war in Korea ends
they rebuild the South Korean economy in order
to fight the war in Vietnam
and this works
but it doesn't solve the problem
that you know okay even
if you're you know you have an
industrial base in Japan right
you still need to be able to efficiently move things
by sea
to Korea.
And, you know, you still need to still
supply as you need to move from the US. And so
the solution for this
is containerized shipping.
And containerized
shipping, this is the pivot point
upon which
the entire history of the
20th century and
everything that's happened in the 21st century
hinges on. This is the pivot.
And I...
This isn't even really an exaggeration.
Because it turns out that
the ability to have uniform boxes
that you can stack on top of each other like
Legos and put on a ship is
like... it's like
comparable to the nuclear bomb in in terms of how important it is which is really weird
used to the only way to get things from a to b was a big wooden ship filled with doubloons
like pile bags and stuff yeah yeah i don't know how did we like global commerce work before
shipping containers what did we what did we like global commerce work before shipping
containers what did we what did we literally like you just like sometimes sometimes you would just
like physically people would just pick up the items and put them on the ship or they would
like sometimes they put them in boxes or like you would like strap them to like the top of the ship
and so with the trains a lot they would just like strap like machinery like onto a train
car and this was like not this is like really inefficient it's really slow yeah and so the u.s
in order to like do war crimes in korea and then it you know it's just like oh hey what if we just
make metal boxes and then they get they progressively get better and better at it
because they have to go do more war crimes in Vietnam.
But by the time you're getting to the end...
It was a busy time.
Yeah, yeah.
Look, lots of war crimes to do.
You need good logistics networks
to do all of these war crimes.
I mean, it makes sense
that that's where we got shipping containers,
but I didn't realize...
I had just assumed it would have come out
of the shipping industry as
opposed to like we got to get more missiles over to these places yeah well this is the interesting
thing we'll get to this in a bit but basically like a lot of the logistics revolution stuff
either comes out of the military or is developed by ex-fascists and and a lot of the reason for
this is okay i mean this is you know
the 60s and 70s there's still r&d happening like there's still actual research and development
but the military is doing just an enormous amount of the research and development for
all of global capitalism and you know and and the the other thing that's what's happening here in
the you know this this is the sort of fukui's boomerang thing, is that the containerized shipping logistics stuff that had been used to just obliterate the global south suddenly starts spreading into broader shipping.
Because people look at this and they're like, oh, this is efficient.
And then the contracting companies the US is using.
This turns into the solution to both sort of the war in the
factories i was talking about in in in europe and the u.s and in like japan itself and then also to
the solution of the national liberation movements and sort of like communism in east asia because
you know okay so you have this question right the u.s like we kind of fight to a draw in korea
like we kill a enormous number of people but you, about 20% of the North Korean population.
Yeah, but we don't really win.
We can't actually defeat the Chinese army.
And we lose Vietnam.
And so the question is, okay, so how are we going to stop communism?
And the answer, it turns out, is to just integrate the communist countries into the capitalist supply chain and i mean there's a lot of examples of
this like margaret thatcher for example is like very good buddies with nikolai chochescu
oh that's nice it's nice that they could be friends despite their the fact that they uh
well i guess they weren't really that different as people. No, not really. Basically, the difference is that Ceausescu lost and thus got murdered on state television.
And Margaret Thatcher won and got a state funeral.
Yeah, she should have been the Ceausescu treatment.
That's my official stance.
They should have Ceausescu'd her.
Fair stuff.
We will talk about in a bit.
But yes, the archetypal example of this is actually china and you know there's a lot of very sort of skilled diplomatic work by kissinger
and also the u.s like throughout the 70s just like they're just like sending entire factories
to china like like they'll like they'll they'll take an entire factory break it down put it in
boxes and they just like ship it to china great
it's a time and yeah so so yeah they're just like sending technology to china and the end result of
this is that you know china goes from like fighting american troops with like like doing bayonet
charges like yeah like mass human wave shit like yeah yeah nightmare yeah i was just like yeah to to
you know being an american ally in like invading vietnam as a way to like stick it to the soviets
basically and so you know so the u.s essentially just integrates china into the global supply chain
and they eventually do the same thing to vietnam which again is another country that they couldn't
defeat militarily but what they you know what they actually to beat them with is the shipping container and before the
shipping container this would have been impossible right like basically it was too inefficient and
too expensive like the cost of shipping was too high to have all of this production you know like
some half your parts made in china some of them made in india some of them made in like japan
some of them made in korea and then ship all around the world, which is how the modern system works. But with containerized shipping, suddenly, shipping is really cheap. And it becomes much cheaper to pay shipping costs than it is to pay labor costs.
start making too much noise about pay or like again god forbid start talking about like taking control of factories and running them democratically like some kind of anarchist monsters
corporation could just move the factories overseas and this becomes an incredibly effective way to
just destroy the labor movement because anytime you know organized labor starts making demands
you can be like well okay sorry we're just going to pack up and we're going to you know we're going
to go to china we're going to go to somewhere else We're going to go to somewhere else. And this coincides with the thing that gets talked about a lot in the conventional accounts,
which is the Wall Street sort of corporate takeover.
Well, the Wall Street takeover of corporate America, which is something I think that sounds
really weird to us now.
But the whole story here is really interesting and extremely long
and if you want to like have a very detailed account of how this all played out uh the book
liquidated by karen ho is in just incredible uh like ethnography and history of wall street she
like yeah she's karen ho's an anthropologist and she like went and worked on wall street she like yeah she's a karen hosen anthropologist and she like went and worked on wall street and like did ethnography there for a bit and it's just very interesting stuff but
it's kind of outside of our scope so the the the very very very short version is that the wall
street bankers basically figure out a way to just like buy out corporations to like raise a bunch
of money and just entirely buy out corporations and then once they have the corporation right what what what what you know is this is corporate rating so
they're they're they loot all the assets they sell it off and they try to sell off their stock at a
higher price the process of this is sort of complicated but the net result of this is that
wall street completely takes over the corporate world the way they hadn't before like the wall
streets the wall street like finance people are now you know they're the people making all the decisions and you know and and their their
only goal is to raise the stock price like that's that's the only thing they care about they don't
they don't even care about making money right if you lose money and your stock price still rises
like you don't care and those guys start looking at a lot of the things that had existed in
corporations before
that things like pensions uh particularly things like research and development they look at it and
go okay why are we spending money on r&d like this this doesn't this doesn't raise our stock
price this doesn't have any immediate short-term value so they cut it right they start cutting
pensions they start essentially just destroying the unions and you know and because this is happening at the same time as corporations
really like get the ability to outsource for the first time you know they they lean into it and
they start essentially we're just slashing the amount of people who work for the company
right and so you know and so instead of having direct employees they start working with contractors
and they start moving the contractors overseas.
And, you know, and this is where we get to sort of this whole outsourcing wave because, you know, something I don't think is talked about enough with outsourcing is why actually are the labor costs lower in the countries that these people are moving their
factories to and part of it is you know people talk about development like they're moving to
undeveloped countries and you know a part of part of part of development is just you know
how much technological capacity their manufacturing system has right and that you know but but the
other part of it is that if you move your production to say columbia right or that you know but but the other part of it is that if you move your production to say
columbia right or like you know you're investing in sort of like cocoa bean farming in columbia
and people try to do union organizing you can hire death squads to murder them
yeah and yeah yeah it's like you can basically just sort of like you can you can outsource the
violence and you can you can you know the the corporate term for it is reducing labor costs
but really what you're doing is just, like,
murdering people with death squads and terrorizing them.
And, you know, that does lower labor costs, right?
But, you know, and I think there's another example of this. Like, this is a lot of what, like, the killing at Tiananmen was really about.
It was, you know, not so much in Tiananmen Square itself.
I've talked about this elsewhere, but, like,
the workers that they kill outside of the square like a lot of the reason they're doing i know very
little about tiananmen square other than like protesters china government bad the guy stands
up to tank and then yeah yeah i i yeah i i've talked about this elsewhere more like the the
very short version is so there's a bunch of students in the square, right?
And the students in the square itself, basically, they kind of want democracy.
Mostly, they want market reforms to go faster.
But then outside of the square, Beijing's whole working class shows up.
And there's these enormous demonstrations.
They basically start barricading blocks and blocks blocks and like this radius outside of the street you get
this sort of like mini commune thing and those guys are like you know like they're they're
advocating for democracy in the factory like they're you know they're they're talking about
things like like they're like you know they they they they have their like marks out and they're
talking about how like they're they're calculating the rate of surplus value that's being extracted
from them by the capitalists and those are the people like almost everyone who dies at tiananmen
is is from those guys like those are the people that they just get massacred and you know and and
the reason that happens is that the ccp is looking at this and is like okay
this this is this is like this this is sort of this is the return of organized labor and we
need to destroy it before it like gets anywhere and so they do and organized labor in china
just implode i mean it was already pretty weak because you have a lot of state-controlled unions
but i mean now it's just nothing.
And, you know, and I mean, there have been attempts to do labor organizing in China sort of recently. And like, yeah, this is to be just to rest everyone.
Right.
And so, you know, this is how this is.
This is the price of cheap labor.
Right.
It's just incredible state repression.
But this is also, you know, and this is this is a sort of like macro scale thing of why the supply chains suck.
Because everyone talks about like the efficiency of the chains, but the supply chains aren't efficient.
They make no sense.
If what you're trying to do is move something quickly from point A to point B, they make no sense.
Because these supply chains are spread all over the world.
Individual parts are being made in six countries.
supply chains are spread all over the world like in individual parts are being made in six countries right you have like people will like for tax dodge purposes like they'll have one part of a component
built in one country and then they'll move it to another country to have another part of it and
then they'll ship all of it to mexico and they'll ship it across the border and they'll have the
whole thing be assembled in the u.s so they can say it was made in the u.s like there's all of
these things that are just just nonsense right they're not they're not efficient at all it's completely ridiculous it's it's this just you
know it's just completely absurd web and and the the the reason why it's designed like this
is as as a giant sort of kind of uncertainty thing like the the the reason the reason supply
chains are are just bad is because they're you know they they they're not designed to move things they're designed as
an instrument to just like solve the problem of of of class power right they're they're they're
they're designed to destroy unions they're designed to make sure that nobody ever sort of like gets
any ideas about wages to make sure nobody gets any ideas about like taking anything and so you know but and this this
this can work for a while the problem is again like they're not efficient like it's it just it
just it is not efficient to like move have everything made in like six countries and then
you have to send them somewhere else yeah and so And so, you know, it's efficient in the sense that it efficiently maximizes the value of stock prices for like stock buybacks and stuff.
And that's generally what is meant by like efficiency.
Yeah.
In that sense is like what makes the 70 people who actually own this company the most money.
That's the thing.
But it's horribly inefficient in every practical sense of the word.
Yep.
horribly inefficient in every practical sense of the word yep and and this is kind of an interesting change because i mean you know this isn't to say that like the supply chains that worked before
this were like better because they also sucked in a lot of their own ways but all of the like
efficiency stuff that we're about to talk about like just just in time production etc etc
like you know what isn't produced just in time sorry but it is an ad break time yeah they're they're not
produced just in time anymore because the supply chain's falling apart it's our sponsors that's
that is our promise about our sponsors is that uh they're they're not at all in time who knows
when they'll get your products to you there's no way to tell. It's impossible to know.
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We're back.
Yeah, we're back to talk about how, you know, having developed an entire network of extremely inefficient supply chains that just absolutely suck and don't make any sense.
People tried to make them efficient
and this is
where we go back to Japan because
Japan
you know I guess this is the other
Foucault's boomerang which is that
you know okay so we industrialize
Japan in order to like fight
our colonial wars right but then
you know this turns into this huge
like pikachu face moment when japan suddenly starts like industrializing more efficiently
than the u.s does yeah it's very funny and then michael crichton writes a bunch of books that are
the premise of all of them is japan scary yeah it's very funny yeah you know like it's interesting
it's such an interesting thing here which know, like, it's interesting. It's an interesting thing here, which is that, like, all of the panic around China, there was exactly the same panic, like, around Japan in the 70s and 80s.
It's exactly the same, like, right down to, like, a bunch of socialists going, like, hey, look, this is a model for anti-capitalism.
Like, people said that about the Japanese model.
And it's, like, it's all the same thing.
It's just happening again.
But what Japan did, and specifically what Toyota does, is create this thing called the Toyota Production System, which eventually becomes known as just-in-time production.
And if you've read anything about the modern supply chain problems, you've almost certainly heard of just-in-time production or lean production and just-in-time and lean production are technically different but
the differences don't matter for us so yeah and and this this stuff is derived from what
toyota was sort of doing in the post-war era and basically the goal of it is you're never supposed to have any inventory that's just sitting there.
So the whole system is supposed to be constantly in motion.
So you have parts come in, they immediately get put into the production line, and the finished products immediately shipped out to the stores.
And the theory is that the stores are only going to carry exactly enough
product to meet demand and it's supposed to be quote-unquote flexible which means that it can
like react to shifts in consumer taste and demand by like increasing or decreasing production and
it can't do this this is what we've been seeing for the entirety of covid which is that you know
this this is why every time there's a run on toilet paper everyone runs out of toilet paper
because it turns out that these systems can't – even a 10% increase just completely obliterates this entire system and it just collapses and can't produce enough toilet paper.
Yeah, and again, just because it's expensive to store things.
It's pricey.
has the potential to disrupt the status quo more than any strike in recent history,
is so potent because John Deere tractors are kind of a necessary part of the agricultural industry, not just their ability to sell new tractors, but their ability to repair
the extant tractors.
Like if harvest season comes around and there's not spare parts to repair tractors that break,
like food doesn't get harvested.
It's a significant issue.
John Deere, we'll talk more about this at another date, but like not only did the most that they could do to squeeze their employees, to suck out pensions, to cut expenditures on wages.
But they set up their factories in such a way that there was no extra space. So they could not scale up any of these factories to increase demand when they needed to.
So that now that John Deere is going on strike, if they lose a month of productivity, they can't ever catch up.
It's impossible because they can't actually expand the productive capacity of their factories.
And because the strike is hitting, they didn't have any extra spare parts lying around.
any extra spare parts lying around so if shit gets broken they can't manufacture the parts necessary to keep tractors functioning in a lot of american farms because they didn't store anything
because that was not the most efficient thing for the economic bottom line of the ceo who gets 160
million dollars a year yeah and this is anyway this is this is the funny part about this whole
thing which is that you know okay so this whole supply chain system was based around just like destroying destroying the organized
working class right but it's like they were so successful at it that they've like turned around
and fucked themselves with it because like you know this is this is the thing about about the
john deere strike right it used to be you know back back back if you look at like like how how
the unions were broken in the 80s or like if you look at like
the giant like auto strikes you'd have in the 70s right and companies still do this to this day but
like they're worse at it the thing they would do is so okay so you you you know if you're a company
you know roughly when a strike is going to happen right and the reason you know when a strike is
going to happen is because in the u.s like the way labor
law works is that like you you can you can basically only strike like when a contract is
up i mean you can do wildcats but it's illegal but you know okay so they they they knew that
the auto unions for example we're about to go we're going to go on strike when when the contract
like was was coming up and you know they'd have spies and you can get a sense of like you know okay so are how likely are they to to do this strike and you know so so that that that
lets you do things like build up an enormous sort of inventory of spare parts and it lets you build
up an inventory of supplies and it lets you build up you know it basically it lets you build up the
capacity you need to outlast a strike but the the problem with Justin Time is they can't do that anymore.
Because they've completely fucked themselves.
Yeah, and in the John Deere situation, because the workers hadn't gone on strike since 86,
they'd been putting funds into their strike survival fund for years.
But the company had nothing.
Like, has no.
It's rad and this is
you know this this is the other part of of of why everything like good that's happening right now is
happening is that they they they you know that we everything has circled back around and suddenly
all of these companies are you know weak are incredibly vulnerable to strikes again because yeah as you're talking about the just-in-time production thing it only works if
if everything actually comes in on time right like if if any if any individual part is late
the whole system starts to fall apart and then and then you can't repair it and yeah you know
and there's a lot of ways that that this this this can be very bad um you know we've talked
about the john deere we talked about the labor stuff uh the other big thing that's happening
is covid which has happened and continues to happen and has killed off just enormous parts
of the working class i mean it's like four million dead worldwide or something and again that that's
also probably an undercount because that's just direct oh yeah that's not like yeah it's probably like twice that it's i mean we're looking at a
minimum of 725 000 to the u.s and again that's probably a million undercounted at least yeah
it's it's a horror show right and and the people they killed with that you know like
especially in the initial phases like it was just it was just they took a change chainsaw to the
working class and those are a bunch of people who you know that they're they're not replaceable
they're very highly skilled and they do a bunch of jobs that absolutely suck and now you know and
one of one of the places that this this has caused a bunch of problems is is in the ports because
this the other thing that this entire supply chain relies on is being able to very quickly and cheaply move parts from you
know china to the u.s from china to mexico from like bangladesh to like sombalia you have you
have you have to be able to continuously like keep moving stuff around in in you know you have to
continuously keep moving ships around and you also have to be
able to load and unload them and we you know we we saw like there there was the the that when that
ship got stuck in the suez there is that whole yeah you know that that that was yeah sex asses
were uh where people couldn't get sex asses because the world's supply of sex asses for months was on that one ship.
It was a real crisis for the sex ass community.
Those are plastic asses that you have sex with, if you're curious.
Yeah, it is.
The world appears as an immense collection of commodities, some of which are sex asses.
Yeah, most of which, in terms of the ones that matter, are sex asses. Yeah, most of which, in terms of the ones that matter,
are sex asses. Yes.
The sex ass industrial complex
is really the linchpin of global capital,
but please continue.
The sex ass industrial complex falls apart.
And it's not just
the ship being stuck in the seaway. It's like,
it made everything way worse.
And was very funny.
Yeah, it was extremely funny.
It was extremely funny. The part, the thing's like not very funny is that like okay so in order to get any
of this to work right you have to have a bunch of longshoremen you have to unload all of this shit
and you know one of one of the problems that is that is happening in the sort of global supply
chain right now is that the ships can't be unloaded fast enough. And part of this is
this job sucks, and people just, a lot of people
don't want to do it. A lot of people died.
And it's causing
this huge problem.
And there's
another, you know,
if you want to take the macro perspective
about this, it's that this whole
system is relying on logistics workers.
So it also needs you know
you need truck drivers and we're coming back and you know in the u.s is like there's yeah you know
there's there's a shortage of truck drivers now because again their job sucks and they've been
like just absolutely screwing these people over for decades and decades and decades now and turning
them into subcontractors just not paying them and you know and and this and when you know when the when the port shut down
like not even shut down like when the ports are behind unloading stuff and when the trucks like
that are supposed to be moving this stuff there aren't enough of them and like the the cost of
that increases it throws off the whole system and that's that's another big part of why this whole thing is sort of
imploding. And it's interesting because
I remember this,
there was like a decade
where every other article
would be talking about how they were going to
automate truck driving.
And it was like, ah, the truck drivers
are all going to go out of business because they're going to automate. It just never
happened at all. And it's the same thing
with, you know, there's been some port
automization but like not in the scale that you know actually does anything and part of the reason
for that is you know i was talking about people not investing research developments yeah so the
biggest people who aren't doing that are the shipping companies and that's a good time because
the shipping cup basically like container shipping has been taken over by what's essentially just like a monopoly of two companies and those two companies
make just an indescribable amount of money they have like a thousand percent profits
and they just pay it all out as dividends and so they're not you know they're not investing in any
port infrastructure they're not investing automation they're just pocketing the money
and that means that you know we have all this and they're spending in in any port infrastructure. They're not investing automation. They're just pocketing the money. And that means that,
you know,
we have all this.
And they're spending in,
in the case of John Deere,
which I keep going back to a bunch of money lobbying to make it illegal for
farmers to repair their tractors.
Yeah.
Yeah.
They're,
you know,
they figured,
they figured out that like the easiest way to make money is just get the
state to shake people down for you.
It's like,
ah,
fuck like investing in, in making anything that we have better. Let people down for you it's like ah fuck like investing in in making
anything that we have better let's just you know like let's just turn the state into a debt collector
and and it's interesting because so this this is the part of of the supply chain crisis that like
biden's been focusing on but biden's plan biden's plan is great biden's plan is literally make the longshoremen work harder
so his plan is uh and there we go there we go there we go building back better baby yeah we're
gonna we're gonna make we're gonna keep the ports open uh 24 hours a day seven days a week
and like make people work weekends now and then he also got uh fedex walmart
and ups to do uh 24 hour seven day a
week shipping so yeah the solution is literally just like feed more workers into a grinder and
make them work longer which is which is great and and you know will not in any way backfire
no it's fine i don't even think we should be talking about it no it's great it's gonna it's fine. I don't even think we should be talking about it. No, it's great. It's going to, it's, yeah, it's, you know, but again, like this is the thing, like this won't work and it can't.
And the reason it won't work is that like part of the reason there's a shortage is that, you know, it's not, it's not just about the, like the fact that people aren't paying enough.
It's about the fact that these jobs are just awful.
these jobs are just awful like you you have people you have people working like 12 hour shifts that start at like 6 a.m and then they have to make another 12 hour shift eight hours later and they
just keep having to do this over and over and over again and it's well and they don't like the way
that these shifts are usually put on them is that like you'll find out when you come in that instead
of working 6 a.m to to 4 p.m. or whatever, they're actually going to need you to
stay until 8. And then they're going to need you to come in. By the way, you're going to need to
come in like two hours early tomorrow. So you realize that like in between your two shifts,
you have a total of eight hours to get home and sleep. And if you say no, well, the idea is that
if you say no, like you won't have the job. It's required. Now, the reality is that most of these companies are also pretty desperate to have these workers and a lot of these manufacturing and packing firms.
It takes time to train people up and then they quit a couple of weeks in because the work is miserable and the schedule is fucking miserable.
And it's – yeah, it's all – it's simultaneously like deeply inhuman but also is leading to a situation.
There's a reason why there's so many strikes on right now is that there is opportunity because in sort of the chasing of short-term profits, a lot of these fucking oligarchs have exposed themselves in a pretty vulnerable position.
Yeah, and I think this is coming back to a sort of – the other way that when there was a crisis in the 60s and 70s, the other way they solved this was just authoritarianism.
It was – this is the Pinochet solution, right?
Like, oh, workers are seizing control of copper mines?
Okay, we'll just shoot them.
Oh, no, we're out of workers yeah and yeah and this is you know they're they're
finally running into a point where you know this is this is the solution they've been trying to do
now with with with this crisis is you know they the they're relying on the fact that just the
workplace is just indescribably authoritarian i mean it's it's like it's it's it's a dictatorship
on a scale that is like like even to like the most despotic
absolute monarch is just like unimaginable like your boss gets to control like when you shit
like they get a control when you eat they get a control exactly what you're doing like at all
times they get control when you do it they get get a control when the next time you're going to do it is.
They don't even have to tell you when it's going to be until you show up.
And this has been the gamble for capitalism's entire existence, which is that you just have to take this and eat shit, or they're going to take away your ability to eat, get medical care, and have a place to live.
But that's not true anymore like you can just say no you can tell them to fuck off you can you know you can you can you can organize a union you can just fucking just leave your job
like just leave it fucking walk out yeah this is why we focus i mean this is number one why
within the context of union strike funds are so important but also a mutual aid is so important is it it potentially when
organized well enough provides people with the option to like well how are you going to feed
yourself well there's people in my community who want to make sure that i'm fed because they believe
in what i'm striking for um that's the promise of all of that. That's the practical behind the kind of high-minded anarchist just whatever theorizing is the ability that like, well, this actually is a weapon too.
Yeah, and I think –
You know what else is a weapon, Chris?
I hope we're not being sponsored by –
Some of them.
I hope we are, Chris.
Oh, Chris.
Look, I've said before, for weapons,
I'll read any ad for a weapons manufacturer as long as they send me some weapons.
So come on, guys.
Get on it.
You could be in the middle of this conversation.
Raytheon, send me a couple of missile guidance chips.
Lockheed Martin, you want to give me an F-35?
We'll plug you, you know.
That's the deal.
That's how it works, baby.
Welcome.
I'm Danny Trejo.
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All right, we're back.
Hopefully you have now heard the advertisement for knife missile to
knife missile harder now with like five knives a thing that i am not making up and actually exists
yeah no people keep being surprised that the r9x is a real thing yeah but there's another one is
there's there's there's one with more knives they put more knives yeah what are you you're not
getting look again you can't it's like with Apple products, right?
Planned obsolescence is critical
You have to, you can't just
rest on your laurels, you're gonna run out of money
So you gotta make another knife missile
with a couple more knives
Yeah, just keep adding knives
Nothing can ever go wrong
Do not ask any questions about why
you're developing knife missiles
Please do send me one
Send me one and
like a drone or three swear to god i'll use it for legal purposes yeah so i guess the the last
thing that i that's really interesting about this moment that doesn't usually happen is that
you know okay so if you if you if you you read your very basic marks right
one of the things marks talks about is that there's this thing called the reserve army of
labor which is it's just like you know there's a bunch of people who are just always unemployed
and they they they get along by doing sort of like odd jobs like you know i like my my
quintessential person for this is like if you ever go on a subway
there's you know it's the guy selling candy bars in the subway yeah it's people who quasi-legal
you know sometimes yeah right illegal they're just kind of like doing whatever you know yeah
it's great we call them in the west coast you have a lot of those like yeah people who trim
marijuana for a couple of months and then just kind of like crashing you know campsites the rest the rest of the year or whatever. Like, yeah, there's a bunch of those folks for sure.
every every strike you see has a second strike behind it and that strike is is the informal general strike which is just again people just quitting their jobs and leaving and and you have
this weird moment where normally the sort of the reserve army of labor is this thing that like
capitalism can always sort of rely on as a way to sort of solve its problems because like oh well
all right if you're not going to do this job, we can bring another person. But this is a weird moment
where the reserve army of labor is fighting on our side.
And the fact that all of these people are just,
like, you know,
they're seeing the just incredible authoritarianism
of these workplaces,
the just horrific abuse,
the fact that, you know,
they're being, in a lot of cases just
asked to show up and die and they're saying no is is a really sort of is a really incredibly powerful
thing and and when when you add that to the fact that you know all these companies have
completely screwed themselves with how they design the supply chains or it's it's all it's all come
back around and suddenly all all the supply chain stuff that they carefully laid out over decades and decades decades as a way
to just like break the union movement and make sure nobody ever asked for more wages you know
it's it's it's it's it's been revealed to be incredibly fragile and you know weak to our
attack and that leads us i think to this other tension in in biden's plan to sort of like revive the
economy which is that so the u.s technically speaking has this like very large central
planning capability but it only has it to like build weapons so you know like the the army has
this incredible ability like there's a lot of bullets you know despite the army has this incredible ability. We make a lot of bullets, you know.
Despite the huge stress on the bullet supply chain, it really has scaled.
You know, the prices have increased, but we're still getting bullets.
America's great at making bullets.
Less great at keeping tractors working, but that won't ever be a problem.
Yeah, even if you remember at the beginning of the pandemic, was like the u.s just couldn't produce masks like we said we we
never we never like did that right like like the government never at any point was like we're just
gonna make masks and give them to people like they just never did it and so you know our mass supply
all those supply chains suck and the only way that like the states can intervene and get the
supply chains to work is by doing one of two things.
It's by either doing a thing Biden was doing,
which is just go to a bunch of companies and tell them to make all of their
workers work harder,
which is the thing that like,
you know,
totally won't backfire or explode in his face.
And then the second thing is for Biden basically to like do all this
saber rattling about how we have to have like medical
supply chains in the u.s because national defense or something and that's the second thing he's
trying to do but you know that just that just makes the problem worse right because once you
once you lose the ability to outsource you you lose the hammer you've been beating the unions with and so you know all all of the sort of all all of the tendencies that are you know making things
like bad and scary right now are also weirdly making this you know the the the fact that
prices are rising right the fact that there's all these shortages,
it's making this
the best moment
to...
It's making this the best moment
that anyone's had in ages to actually
try to make something better.
And the important thing is
we're starting to see it happen.
And we're going to talk more about Striketober and sort of the strike wave in the coming, you know, weeks and months.
Yeah, we're going to be hitting this pretty hard even just next week.
We have a lot of stuff in the pipeline.
Kind of wish we'd gotten to it earlier, but there's a lot of stuff to talk about in the world happening that that's within our milieu.
It turns out when you're,
when your specific focus is things falling apart,
uh,
you're always behind uncovering all of the things that are falling apart.
But I think it is a good time to,
to,
to drive this to a close,
to drag this episode out behind the farm,
the barn and,
and,
and shoot it and bury it in a shallow grave and and break
its bones with a hammer so that the police can't identify it chris um thank you for for putting
this together uh got anything anything else to say uh quit your job and you or you and or unionize
your workplace and or take it over and run it yourselves because Lord knows
the people who are telling you what to do
just literally do not care
if you die.
Yeah.
With that...
No, no, no. I was just gonna...
I don't know what I was gonna do, Chris.
I don't know what I was gonna do.
Go do something.
You're listening to things go do something
yeah and
if you want to listen to us do
more things we are
allegedly
allegedly
we are at coolzone media
on the twitter and
the instagram you can't prove that in court
it's true good luck
good luck to them in trying to prove that we did this.
Yeah, that's right, motherfuckers.
All right.
Bye.
Bye.
Bye. website, coolzonemedia.com, or check us out on the iHeartRadio app, Apple Podcasts, or wherever you listen to podcasts. You can find sources for It Could Happen Here updated monthly at
coolzonemedia.com slash sources. Thanks for listening. You should probably keep your lights
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