The AI Trade Just Ran Into Its Unit-Economics Problem
· Source: logisticsviewpoints.com
In short
The AI debate is shifting from whether the technology works to who actually captures its value, as rapidly falling inference prices threaten to offset soaring token consumption. For logistics and supply chain operators, cheaper machine intelligence could transfer economic value away from model providers toward enterprises that embed it in high-value workflows. The article argues that orchestration — routing each decision to the right model at the right cost — rather than raw AI consumption will determine who wins.
Read Original Article — Read the full article on the publisher’s site.
In the issue of week 37, 2026: JD.com’s Physical AI and Integrated Platforms Fuel Supply Chain Revolution
Tags: supply chain, unit economics, orchestration, inference, decision intelligence, logistics