Lou Whiteman

But my base case on AI right now is that these huge model makers are going to have a hard time

justifying the expense, but there are a lot of just small incremental progress that's going to be all over the place.

Almost like the difference between typewriters and Microsoft Word.

We're not really going to do a revolution, but everything's going to get a little easier.

Companies like Salesforce are well-positioned to use AI for those little incremental things.

I will lean in and hope for the best.

Yeah, I think it's just going to be part of life.

Alright.

Emily, what do you got?

Yeah.

Look, I remember when all of these companies announced the browsers.

I'm not going to give Google too much credit for fighting off the competition.

I'd be hard-pressed to find someone who thought that this was a threat.

Google is, I guess, expanding the pie, but they're doing that as the big pie continues to contract.

This is more defensive than playing offense to me.

The question for investors is whether even if Google dominates the new world the way they dominated the old world, will it be as profitable this time around?

I don't think any of us know, but I think that is the question to ask.

Emily's cheating.

It's lunchtime and now I'm hungry, so I'm not focused, but I'll do what I can.

Dan, I'm looking at freight broker CH Robinson, ticker CHRW.