Commodities

The TMS Is Expanding Into The Operating System For Transportation

Executive thesis. Transportation management is expanding from planning application to continuous execution environment....

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E2open Keeps Multi-Enterprise Orchestration At The Center

Many supply chain software platforms optimize what happens inside an enterprise. e2open’s strategic distinction is th... Read more

Visibility Without Intervention Is Becoming Operationally Irrelevant

Executive thesis. Visibility has become a baseline capability. The differentiator is whether the enterprise can convert... Read more

The Next Supply Chain Technology Stack Will Be Organized Around Decisions

The New Logistics Advantage — Part 4 of 9 Enterprise supply chain software is still purchased largely by category. Co... Read more

Oracles Supply Chain Strength Is The Connection To The Enterprise

Oracle’s supply chain proposition is fundamentally an enterprise architecture proposition. Rather than treating plann... Read more

The Control Tower Is Evolving From Visibility Layer To Decision System

Executive thesis. The control-tower market is crossing an architectural boundary. Visibility solved the first problem; ... Read more

Meta Muse Is Not A Consumer AI Story. It Is A Supply Chain Architecture Story

Meta’s Muse has been treated largely as a consumer technology story. That is understandable. Launched on September 8,... Read more

Harness Engineering In Logistics: From Agents To Engineered Workflows

Harness Engineering in Logistics — Part 4 of 6 The phrase “AI agent” encourages us to focus on the actor. Give th... Read more

Supply Chain Planning Is Collapsing Into Execution And That Changes The Software Stack

Executive thesis. The traditional separation between planning and execution is becoming structurally obsolete. Competit... Read more

Why WMS Architecture Now Matters As Much As Feature Breadth

Warehouse management systems are being pushed into a continuously changing execution environment, making architecture a... Read more

OpenAIs Misalignment Reports Point To The Next Enterprise AI Problem

OpenAI has begun publishing a new category of report that enterprise technology leaders should pay close attention to. ... Read more

Intelligence Is Becoming Part Of The Logistics Control Loop

The New Logistics Advantage — Part 2 of 9 The first wave of enterprise AI was largely additive. Models summarized doc... Read more

Salesforce Dreamforce Keynote: The Deterministic Layer Behind The Agentic Supply Chain

The most important supply chain message from the Salesforce Dreamforce keynote was not about a new model, chatbot, or e... Read more

May Mobilitys $1.4B SPAC Tests Asset-Light Autonomy

May Mobility is going public in a SPAC transaction that values the autonomous vehicle company at approximately $1.4 bil... Read more

Harness Engineering In Logistics: Why Better Models Arent Enough

Harness Engineering in Logistics — Part 2 of 6 When an AI system produces a poor result, the natural response is to b... Read more