Lou Whiteman

Sell first, ask questions later.

One thing I know for sure here, and I'm curious, because this is, I think, a more extreme example than what's going on with the SaaS stocks, and we'll see.

But this company that made the announcement, their market cap is $6 million.

If this system is a quarter of what they say it is,

Why don't we get together, like someone should buy them for $200 million today, subject to due diligence.

I would like them to do due diligence first.

You get the karaoke assets for free, I guess.

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.