# Who wins the AI race in logistics, and who gets left behind?

Page: https://stenobird.com/podcast/the-freight-buyers-club-5997309/who-wins-the-ai-race-in-logistics-and-who-gets-left-behind
Text version: https://stenobird.com/podcast/the-freight-buyers-club-5997309/who-wins-the-ai-race-in-logistics-and-who-gets-left-behind.md
Podcast: [The Freight Buyers' Club](https://stenobird.com/podcast/the-freight-buyers-club-5997309)
Published: 2026-05-06T08:51:06+00:00
Episode link: https://the-freight-buyers-club.castos.com/episodes/who-wins-the-ai-race-in-logistics-and-who-gets-left-behind
Audio file: https://dts.podtrac.com/redirect.mp3/episodes.castos.com/63bfb95e422709-98786477/2455217/c1e-rkgzdao9rq0s2k9gd-ww44p64dt8gd-uy9ih9.mp3
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JSON: https://stenobird.com/v1/public/podcasts/the-freight-buyers-club-5997309/episodes/who-wins-the-ai-race-in-logistics-and-who-gets-left-behind
Duration seconds: 3776

## Resource

On April 7th this year, Anthropic released an AI model called Claude Mythos. It was so capable at finding vulnerabilities in software that the company restricted access to around fifty organisations. The US Treasury summoned the biggest banks. The Pentagon had already stepped in. The Economist called it a watershed moment. In this episode of The Freight Buyers' Club, Mike King uses the Mythos moment as the way in to a much bigger conversation about AI and the future of logistics technology. Who controls the most powerful tools? What happens inside a company when AI actually lands? What does it mean for jobs, for compliance risk, for tribal knowledge, and for the competitive structure of the freight industry itself? Joining Mike are: Zubin Appoo, CEO of WiseTech Global, the company behind CargoWise Eric Johnson, Senior Technology Editor at the Journal of Commerce, part of S&P Global Wolfgang Lehmacher, former Head of Supply Chain and Transport Industries at the World Economic Forum In this episode: The Mythos moment and what gated AI access means for freight Fragmentation vs scale: the technology debate reshaping the industry What AI actually does inside a logistics company when it lands Tribal knowledge: what happens when the repetitive work disappears Digital twins, compliance risk and the case for optimism 00:00 - Cold Open: The Mythos Moment00:01 - Meet the Panel00:03 - AI as a Controlled Substance: Framing the Debate00:04 - Eric Johnson: Manhattan Project and the Two-Tier Access Question00:06 - Wolfgang Lehmacher: Palantir, Government Relationships and Structural Advantage00:09 - Zubin Appoo: Where CargoWise Sits When AI Gets Gated00:11 - Fragmentation vs Scale: The Concentration Risk Debate00:13 - Inside the WiseTech Restructure00:17 - Intelligent Logistics: How A…

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