Cory,

Nothing is free. Resiliency is not free. And ultimately if it is to be had, it will be paid for by the consumer.

the investor is irrelevant. In the short run, they can pay, but they will only pay if they expect that ultimately the consumer will pay them for the effort.

But the consumer has spoken. They are not willing to pay significantly more for a resiliant supply. Any company could offer a guaranteed supply for a subscription fee. Nobody does, because no body is going to pay for insurance against an unlikely event.

if the consumer was willing to pay for a resiliant supply line (at say a 10% increase in ongoing cost), I guarantee there would be companies who were willing to offer the service.

we just dont care enough.

which is ok... it just means we will run out of toilet paper during a pandemic