8legs: Arun rajan

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C.H. Robinson Worldwide Touts “Lean AI” at Morgan Stanley Conference, Citing 40% Productivity Gain

CH Robinson touts a 40% enterprise productivity gain from Lean AI since late 2022 at a Morgan Stanley conference.
Executives say Lean AI combines lean principles, human logisticians, and AI to improve workflows and margins.
Robinson operates AI at the application layer with model switching to control costs.
Robinson cites data scale and a 'context layer' as competitive moats for AI.
Executives expect rollout into forwarding with results in H2 2026.
Quotes process improved from 17–20 minutes to about 31 seconds.
Robinson emphasizes a scalable platform with minimal incremental cost for volume.
Executives say AI investments have remained within existing budgets.
The firm uses Azure AI Foundry and model selection based on price-performance.
Executives describe a shift in roles toward SOPs and context management for agents.
Robinson claims its data scale is a moat.

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