1
00:00:00,503 --> 00:00:00,863
what do you

2
00:00:00,863 --> 00:00:01,843
see there what

3
00:00:01,843 --> 00:00:02,263
are the good

4
00:00:02,263 --> 00:00:03,723
ones doing what

5
00:00:03,723 --> 00:00:04,763
are the like

6
00:00:04,763 --> 00:00:05,663
medium size ones

7
00:00:05,663 --> 00:00:06,523
struggling with

8
00:00:06,523 --> 00:00:07,703
or let's do

9
00:00:07,703 --> 00:00:08,643
a quick five

10
00:00:08,643 --> 00:00:09,263
minutes on the

11
00:00:09,263 --> 00:00:10,163
3PL market if

12
00:00:10,163 --> 00:00:10,663
you don't mind

13
00:00:10,663 --> 00:00:12,083
Yeah, I think

14
00:00:12,083 --> 00:00:12,783
I'll start with

15
00:00:12,783 --> 00:00:13,520
the big ones.

16
00:00:13,520 --> 00:00:14,440
I'm very close

17
00:00:14,440 --> 00:00:14,760
to a few

18
00:00:14,760 --> 00:00:16,800
other 3PLs.

19
00:00:16,800 --> 00:00:17,360
I think all

20
00:00:17,360 --> 00:00:18,160
right now,

21
00:00:18,160 --> 00:00:18,660
overall market

22
00:00:18,660 --> 00:00:19,900
is very,

23
00:00:22,340 --> 00:00:23,300
they're fighting

24
00:00:23,300 --> 00:00:24,000
for business in

25
00:00:24,000 --> 00:00:24,680
a good way,

26
00:00:24,680 --> 00:00:25,620
which is like,

27
00:00:25,620 --> 00:00:26,280
which is good.

28
00:00:26,280 --> 00:00:27,000
They are looking

29
00:00:27,000 --> 00:00:27,500
for new

30
00:00:27,500 --> 00:00:28,040
business.

31
00:00:28,040 --> 00:00:28,400
They are trying

32
00:00:28,400 --> 00:00:29,600
to find what

33
00:00:29,600 --> 00:00:30,520
will make the

34
00:00:30,520 --> 00:00:31,580
deal win.

35
00:00:31,580 --> 00:00:32,340
But from a

36
00:00:32,340 --> 00:00:33,200
technology side,

37
00:00:33,200 --> 00:00:33,820
everyone is

38
00:00:33,820 --> 00:00:34,820
leaning in a

39
00:00:34,820 --> 00:00:35,200
lot on the

40
00:00:35,200 --> 00:00:36,460
AI side.

41
00:00:36,480 --> 00:00:37,360
Automation spend

42
00:00:37,360 --> 00:00:38,920
with the 3PLs

43
00:00:38,920 --> 00:00:40,200
has not reduced,

44
00:00:40,200 --> 00:00:40,860
at least in

45
00:00:40,860 --> 00:00:41,780
my from the

46
00:00:41,780 --> 00:00:42,440
vantage point

47
00:00:42,440 --> 00:00:42,920
that i sit

48
00:00:42,920 --> 00:00:44,160
on uh they

49
00:00:44,160 --> 00:00:44,780
are actively

50
00:00:44,780 --> 00:00:45,680
talking to about

51
00:00:45,680 --> 00:00:46,740
us about like

52
00:00:46,740 --> 00:00:47,200
hey what should

53
00:00:47,200 --> 00:00:47,760
we think about

54
00:00:47,760 --> 00:00:48,900
it uh i'm

55
00:00:48,900 --> 00:00:49,440
actively working

56
00:00:49,440 --> 00:00:49,980
with two or

57
00:00:49,980 --> 00:00:51,380
three 3pls where

58
00:00:51,380 --> 00:00:52,600
they are going

59
00:00:52,600 --> 00:00:53,400
on full

60
00:00:53,400 --> 00:00:54,640
automation uh

61
00:00:54,640 --> 00:00:55,960
for their brands

62
00:00:55,960 --> 00:00:57,060
which uh which

63
00:00:57,060 --> 00:00:57,640
is good which

64
00:00:57,640 --> 00:00:58,100
is which is

65
00:00:58,100 --> 00:00:58,633
great