Why a Japanese Toilet Maker Belongs in the AI Supply Chain

The company behind Japan’s heated toilets also makes precision ceramics used in semiconductor manufacturing. TOTO’s role in that supply chain sent Grace Sharkey and me down a very unexpected rabbit hole. Fresh from my trip to Japan, I compare notes with Grace about what we noticed there. We talk about the care behind everyday products, the food we still think about, and the maritime details at Tokyo DisneySea. This standalone Freight Friends segment connects an unusual manufacturing story wi...