Representative End User Clients
Representative Automation Clients
Representative Software Clients
The artificial intelligence (AI) debate is changing. For several years, the central question was whether AI worked, and then whether the technology could scale. Increasingly, the more difficult question is who actually captures the value. That distinction matters because AI adoption can accelerate, token consumption can soar and the economics of individual participants can still deteriorate.
This is the point at which a technology story becomes an operating-model story. For logistics companies deciding where AI creates economic advantage, that may be much more useful than watching the daily valuation of another AI stock. The central issue is no longer simply whether AI becomes pervasive. It is how the economics of that pervasiveness are distributed across the technology stack and ultimately captured inside operating businesses.