Lou Whiteman

The reason I wanted to bring this up is, look, I don't know what's going on with logistics, maybe they're all that, but we have seen just a bloodbath in sectors this week just because companies we had never heard of have introduced AI tools that are going to disrupt.

I believe in AI.

I believe that we are going to see disruptions all over the place.

I do think as investors, it's good to take a long-term perspective and not just sell off on these press releases.

Let's wait and see how it develops.

Does that make sense?

They're spending millions.

This has been going on back from before we called it AI, when it was machine learning.

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.