Lou Whiteman

UPS famously, in the 90s, put in software to basically root out their drivers to make mostly right turns, because right turns are safer and they're quicker.

You know, like this sort of efficiency driving is pretty old.

And again, you can do more.

But, you know, yeah, I mean, CH Robinson is spending millions on tech.

Their issue is getting customers to adopt it.

And so, you know, yeah, there's a lot that can happen from here.

I do think that AI can be revolutionary.

I actually think there's a world where on a lot of these, especially touching the physical world, that this is going to lead to actually better companies and more efficient companies.

The truckers selling off with the logistics companies, I don't get.

The trucks are full already.

The problem is that there's not enough distribution centers and I don't know how AI solves that, but we'll see, I guess.

If your timeline is long enough, maybe.

I don't know.

Going straight to cell phones, you don't have to worry about it plowing into a bunch of other drivers.

Yeah, we're heading all sorts of directions.

How fast we get there, we'll see.

Yeah.

I mean, I would echo almost everything you guys said about, I'm a shareholder, I'm not worried here, but valuation does keep me from buying.

I think they're a long-term winner.

And look, at the end of the day, valuation is your ability to grow over what timeframe, right?