Eric Johnson
speaker
113 appearances
2 recordings
1 series
first heard Jun 2026
last heard 4 Jul
Eric Johnson’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 1.
Appearances
So it's been front and center for me.
I am tracking kind of the software that's developed on behalf of supply chain operators and logistics partners.
So it's been very much in my view for a long period of time very interesting to see it interact with the physical world more recently.
So I I tend to think of it from two different prisms.
First, you have the infrastructure perspective that Lawrence just went into and how that impacts freight flows.
So
So you have everything from container, flatbed truck, project vessels, brake bulk operators, all benefiting from this activity right now.
And I think the question for them is how long is this boom?
Is it one year, two years, five years, ten years?
Is it ad infinitum?
So that the first level of impact.
But obviously I think of it in terms of impacting the way people
work in trade and shipping and logistics and how that work is conducted.
Essentially, every single company that's moving cargo is having to weigh their own appetite and desire for investment in into AI against the investment that's being made by their commercial partners, but also maybe most importantly, regulators, right?
Customs authorities are absolutely using AI extensively right now.
So if you're an importer or an exporter, you have to take that.
into account the demand for
tools that help importers think about their multi-tier supply chains has never been more in demand.
That's because you need some sort of symmetry with what's going on on the regulator side.
Big picture demand within trade and supply chains is rising for AI just as it is within most industries.
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