Why logistics AI is becoming the bext big bet for investors
· Source: dailyhunt.in
In short
The article argues that the next wave of AI investment will shift from high-margin software industries to thin-margin physical industries like logistics, where cost savings have a disproportionate impact on profitability. It highlights how AI can digitize the manual, unstructured operations of the $10 trillion logistics industry, and explains why proprietary operational data, rather than the AI model itself, will be the durable competitive advantage. The piece also discusses how AI shifts logistics software pricing from per-seat access to outcome-based accountability, making it an attractive investment opportunity.
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In the issue of week 35, 2026: Agentic AI and Vision Tech Drive Real-Time Execution Gains in Supply Chains
Tags: logistics, AI investment, supply chain, automation, operational data, investors