New victim of the 'AI disruption' has emerged. Last night, it was the logistics industry. AI tech company Algorhythm released a white paper claiming that its platform, when deployed, can reduce truck empty mileage by over 70% and increase freight capacity by up to 400% without adding operational staff. This caused logistics and transportation stocks to plummet. Empty mileage has always been a key variable in the profit margins of the freight industry. Traditional freight brokers rely on vast carrier networks, manual scheduling, and algorithmic tools to match cargo with capacity, profiting from 'information gaps' and network efficiency. If AI platforms can achieve large-scale dynamic route optimization, real-time cargo matching, and automated quoting, it could theoretically weaken traditional brokers' bargaining power in the matchmaking process. What investors are pondering is: if AI penetrates the freight brokerage and scheduling sectors on a large scale, will the traditional logistics business model face structural disruption? In the short term, the market is emotionally pricing in the 'AI disruption.' As we discussed yesterday, once people believe AI will impact a certain industry, the first reaction is to retreat—better safe than sorry. But in the medium to long term, technological efficiency is the trend. The question we need to think about is: who will ultimately come out on top? Can pure AI disrupt every industry, or will it be the industry giants who actively embrace AI and achieve complete transformation that have the upper hand?