meta_pixel
Tapesearch Logo
Log in
At Barron's

Is This Logistics Company a 'Stealth AI Play'? Its CEO Weighs In.

At Barron's

At Barron's

Business

4.717 Ratings

🗓️ 16 October 2025

⏱️ 23 minutes

🧾️ Download transcript

Summary

C.H. Robinson CEO Dave Bozeman explained why he calls the logistics company is an "undervalued industrial AI play" and discussed how technology has helped the business as part of a wide-ranging conversation. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

This advertisement is brought to you by Talis.

0:03.9

Talas' industry-leading platforms protect critical applications, data and identities,

0:09.7

anywhere at scale with the highest ROI.

0:12.8

That's why the most trusted companies in the world rely on Talis to protect what matters most.

0:18.7

Learn more at talisgroup.com slash cyber.

0:21.6

Hello everyone and welcome to At Bairns. I'm Andy Sturwer and welcome to our guest Dave Bozman, CEO of C.H. Robinson.

0:36.6

Dave, great to see you. Thanks for being here.

0:39.3

Good seeing you, Andy. Thanks for having me.

0:41.3

So it's a freight and logistics company publicly traded. But what exactly does the company do, Dave?

0:47.3

Well, C.H. Robinson is really a global logistics platform. In fact, the largest global logistics platform, we serve over

0:55.8

83,000 customers, also 450,000 contract carriers. In a sense, at our core, we really move

1:05.1

all the goods to power daily life, is what we do. What separates us, though, we do it at scale with technology

1:13.9

and people, and we're really proud about that. So how does the business model work? I mean,

1:19.8

do you own the trucks and the ships and the planes, that's your brand name on them? It's a contract

1:25.6

sort of business. How does it work? Yeah, it's a two-sided

1:29.5

marketplace. So we're at asset light. What we do is we go out for our customers or shippers

1:36.4

and we get them the best dynamic pricing that they need and connect them with carriers to move their goods around the globe.

1:46.0

And for carriers, we provide them with the opportunity of shippers.

1:50.0

And so it works out both ways.

1:52.0

We're in the middle.

1:54.0

We broker that arrangement of moving those goods for the best price.

2:00.0

And we do that at the most efficient way possible

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from At Barron's, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of At Barron's and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.