Lou Whiteman

If so, is that a longer-term issue?

There's a lot of ifs there.

I don't want to say it, but I both get the tariff excuse and I'm a little skeptical just based on everything else going around.

I'm only, I'm only promising fun.

First of all, it's not just logistics.

We saw this with SaaS stocks, just crushed because of AI tools.

Charles Schwab and other financials were crushed earlier in the week because of some AI tax planning tool that is supposedly the first step towards replacing financial planning.

That happened on Thursday with logistics companies.

A lot of truckers and logistics stocks down 20% or more.

Why?

A company that six months ago sold karaoke machines announced an AI platform that it says will increase trucking efficiency by 300% and eliminate the need for truckers and brokerages, basically.

Now, guys, I am willing to keep an open mind here.

I believe technology can greatly add to efficiency in the shipping business.

Look, CH Robinson, RXO, some of these leaders have been spending millions on tech.

The issue is, most of their customers still use rotary phones and paper.

So, now we're supposed to think that they are suddenly going to adopt AI?

I'm a little skeptical.

We'll see.

Maybe this company does have the answer, we'll see.

It's also possible that this is sort of the poster child for the idea that maybe the market is overreacting.