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Today’s guest is Knut Alicke, Partner Emeritus at McKinsey. He's also been teaching supply chain management for over 25 years. He joined Joannes Vermorel (Lokad CEO) and Conor Doherty (Lokad Marketing Director) in Lokad's Paris studio to discuss the issue of Generative AI's impact on Supply Chain. GenAI’s buzz exceeds balance sheets. Short-term gains are modest—clerical acceleration, smarter triage, meeting discipline—with humans in the loop. Long run could rival containerization, if incentives align. Bans merely push usage to phones; guardrails beat prohibitions. The “value gap” indicts procurement theater, not the tech; leaders need mechanical sympathy and proofs, not 600-question RFPs. LLMs don’t learn; context/RAG remain bottlenecks, so curation matters. Board case: mechanize intellectual work or be outpaced. Shop-floor case: less drudgery, better defaults. Optimists say five years; pessimists, twenty. Either way, today’s spreadsheet theater lives on borrowed time. Timestamps 00:00:00: Generative AI impact in supply chain 00:02:06: The reality of promotions in AI 00:03:35: Comparing gen AI's potential and hype 00:04:56: Positive outlook on AI's potential 00:06:54: Risks of premature tech adoption 00:08:21: Leveraging AI for curiosity-driven growth 00:10:14: Generative AI as modern smart Wikipedia 00:11:34: Language models offer process insights 00:13:39: Broadening client feedback via LLMs 00:15:37: Evolving user interfaces with natural language 00:17:38: Document generation via LLM analysis 00:19:43: LLMs seen as colleagues shift impact 00:21:37: Future decision-making with digital colleagues 00:26:46: Delegating tasks to AI agents wisely 00:29:02: Efficiency gains in demand planning 00:30:58: Insights on forecast-pricing dynamics 00:32:51: Demand review transcripts enhance maturity 00:35:08: Joannes explores AI's potential future 00:37:14: Linking meeting discussions challenging for LLMs 00:40:26: Demand review meetings boost performance 00:44:34: AI tools change meeting participation 00:48:49: Communication evolution highlights privacy issues 00:52:39: Tech impacts business secrecy practices 00:55:43: Generative AI explores perception shifts 00:57:00: AI's complex reality in algorithms vs. GenAI 00:58:10: Generative AI as blockchain successor 00:59:45: Cultural dysfunction causing money wastage 01:00:38: Intuition prevents financial waste from GenAI 01:03:00: Practical supply chain teachings at board level 01:05:39: Intellectual task mechanization in modern era 01:09:02: Perspectives on productivity via automation ****** Check out our website: https://www.lokad.com/ Follow us on LinkedIn: / lokad ******