The AI Trade Just Ran Into Its Unit-Economics Problem

The artificial intelligence 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 decidi