The AI in Business Podcast What Global Tariff Uncertainty Means for Supply Chain Leaders - with Edmund Zagorin of Arkestro and Michael Shin of Trinity Rail Industries
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Mar 27, 2026 Michael Shin, Chief Supply Chain Officer at Trinity Rail Industries, brings decades of procurement and operations leadership. Edmund Zagorin, Founding Chief Strategy Officer at Arkestro, specializes in AI-driven predictive procurement. They discuss predictive procurement and offer-driven sourcing. They cover AI for contract review, supplier-alternative discovery, geographic diversification, and making sourcing faster and more collaborative.
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Supply Chains Face A Speed Versus Resiliency Double Bind
- Supply chains face a double bind of extreme speed and the need for resiliency under uncertainty.
- Edmund Zagorin explains tariffs and geopolitical shifts make traditional long planning cycles fragile, forcing faster, more agile procurement decisions.
Trinity Runs Advanced Tech But Still Worries About Geopolitics
- Michael Shin describes Trinity's tech stack and why he still worries about geopolitical supplier risk.
- He lists M4LX ERP, Palantir Foundry, Databricks and startups like Orkestro and Happy Robot while noting suppliers in Ukraine, Russia, Taiwan and China worried him.
Predictive Procurement Lets Buyers Make Data‑Driven Offers
- Predictive procurement flips sourcing so buyers make fully composed offers to suppliers instead of waiting for seller quotes.
- Edmund Zagorin says offers include price, service levels, lead time and MOQ informed by internal demand and market signals to accelerate decisions.