Episode Transcript
[00:00:03] Speaker A: A couple of quick questions to finish, guys. In, in three years, who wins? Not, not which company, which type of company? Is it the large platform that has the data, the network, the AI investment? Maybe it's the nimble mid market operator adapted faster than the incumbent. That's the ERIC example from earlier on. Or is it my paper tiger, the Palantir type actor with government relations and frontier area access?
Or maybe it's something none of us has named. Zubin, do you want to go first?
[00:00:34] Speaker B: Sure.
[00:00:34] Speaker C: Look, I think the answer is it is that disparate point systems don't win. Disparate point systems that solve one problem only and require integration or data transfer or some sort of consolidation of multiple systems, they are going to be displaced and systems that bring all of the aspects of logistics and potentially trade together in a single consolidated system where AI is built into the system, not tacked on at the end. Those are the systems that win and I think those are the systems that actually deliver value to the industry.
[00:01:09] Speaker A: Wolfgang, just jump in whenever you're ready.
[00:01:12] Speaker D: Yeah. The leaders from my perspective will be the ecosystem orchestrators who treat data governance, organizational interoperability and collaborative intelligence as the core infrastructure.
That's for me, the vision of the future enterprise. Because the fundamental problem in logistics is not optimization within enterprises, it is the coordination across enterprises.
So the leaders will focus more on the ecosystem level and on collaboration with the people upstream and downstream in the chain.
And it is not about the best technology.
It's about being able to align everyone around you around the common mission and solve problems individually, but also collaboratively on eric.
[00:02:15] Speaker B: So I mean I got into journalism so I didn't have to make predictions. And no one hold me to this.
I sort of default. We've said it a bunch today. This industry is fragmented and Mike, I think you said it.
The individual companies within it sort of have a preference to not be overly concentrated on any specific third party. Right.
I default with what I'm seeing in the market, the technology market at large, that access to really powerful technology is as democratized as ever. So you know, theoretically a single person is not going to recreate Wise Tech, it's not going to recreate Oracle, it's not going to recreate a bunch of other name household names that we know.
But a single person now can sort of manage a bunch of agents to build something pretty quickly and pretty effective.
And so if I think about that, I don't know if the fragmentation in our market diminishes, if that is always sort of out there as a possibility. So that's not to say that because there is a theory that that sort of approach. We talked about this at tpm Zoom. And there is a theory that that sort of approach makes SaaS software go away. But I don't agree with that either, because I think people like to have foundations that they believe and trust in and are familiar with.
But I don't know if it cuts down on fragmentation if you put really powerful tools in the hands of more people and those tools work really fast. So my view is our fragmented industry will just continue to stay fragmented in a new sort of era of fragmentation.
