I’ve been thinking about logistics differently this week.

From the outside, the old story looked simple enough: goods came in, moved into storage, were picked, packed, and shipped to the customer.

When companies wanted better performance, the answer was usually to add more capacity. More labor, more warehouse space, better conveyors, more scanners, more trucks.

That playbook still matters. But it is no longer enough. The real shift in logistics is not just faster movement. It is better decision-making across thousands of moving variables, in real time, with less friction, less waste, and fewer manual handoffs. That is where AI becomes interesting.

Not because every warehouse suddenly needs more robots. And not because humans disappear from fulfillment. The bigger shift is that AI is starting to act like a decision layer for physical operations.

So the hard part is no longer only moving goods. It is deciding what should happen next, fast enough, across the whole system. In other words, this is not really a story about robots replacing people. It is a story about logistics moving from execution-first systems to intelligence-first systems.

That is the bigger shift.

What we’ll explore today

— Naseema Perveen

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Meanwhile, Apollo’s chief economist Torsten Slok said to expect ‘zero in return in the S&P 500 over the coming decade.’

So, that's where it gets interesting.

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