Travis Hoium

I want to get to that too quickly here.

A sentence or two, Jason, what'd you think of Spotify's results?

Yeah, the kids app is very sticky for us.

Lou, Pinterest is down 22% today.

A lot going on with earnings, but there's also, Lou promises me there's something exciting going on in trucking.

We'll get to that in a moment.

You're listening to Motley Fool Money.

Welcome back to Motley Fool Money.

Okay, Lou, you are the old boring business guy.

You like to talk about logistics and trucking, but you're promising that there's something exciting going on related to AI.

So what's the news for this week?

One of the questions I have for you is, it seems like a lot of these companies that are coming in and trying to disrupt established players, it's ultimately value-destructive overall.

That's what's confusing about what's going on with the market.

A company will introduce something, the bigger a company will fall, 20% lose, let's say, $50 billion in market cap, but there's no made-up

market cap by the company that's doing the disruption.

Obviously, they're just seeing this as potentially pure upside, but it does seem like the market overall is selling first and asking questions later.

Yes, disruption may be coming, but also these companies have agency.

That's the thing that I think we don't think about.

These trucking companies do have the ability to, if

If they can make an AI in six months that will improve efficiency, you would think that at least someone inside CH Robinson and all these companies would be thinking about doing the same.