Sushanth Raman (on X) said additional AI spending will not solve supply chain problems by itself. He used the post to introduce Custom Models, a new offering built specifically for supply chain teams.
Raman did not disclose the company behind the launch, pricing, or performance benchmarks in the post. The claim rests on a single thesis: budget increases without a matching fix to data quality and process design will not translate into functioning AI systems for logistics, forecasting, or inventory work.
The framing echoes a recurring problem for enterprise buyers evaluating AI vendors. Spend is rarely the constraint; the bottleneck is usually fragmented data, inconsistent processes, and integration debt that predates any model. Custom Models built for a narrow domain like supply chain still depend on the underlying data pipeline being clean enough to use.
Raman’s post did not include a company name, funding figures, or customer results. Anyone evaluating this claim should ask for specifics before treating it as a product announcement rather than a positioning statement.
Sushanth Raman, on X, July 20, 2026.
