
E406: Why AI Won't Transform Most Enterprises for 10 Years
Most companies use AI to make employees slightly more productive. Sushanth Raman believes AI should do the work instead. As the CEO of Pallet, Sushanth is building an AI workforce for the $12 trillion logistics industry, helping carriers, brokers, freight forwarders, and shippers automate mission-critical operations inside the systems they already use. He explains why reasoning-driven AI represents the next wave of enterprise software, why logistics is uniquely positioned for AI transformation, and how businesses can move from copilots to fully autonomous workflows.
Highlights:
- Why AI should execute workflows instead of simply assisting employees.
- The biggest inefficiencies still holding back the logistics industry.
- How reasoning models differ from traditional AI automation.
- Why enterprise AI adoption depends on integrating with existing software.
- Lessons from building an AI company in a $12 trillion industry.
- How logistics companies can deploy AI without replacing their core systems.
- Why domain expertise matters as much as technical expertise in AI startups.
- The future role of human operators in an AI-native logistics ecosystem.
- What investors often misunderstand about enterprise AI adoption.
- Why logistics could become one of AI's largest commercial opportunities.
Guest Bio:
Sushanth Raman is the CEO of Pallet, an AI company building a reasoning-driven workforce for the logistics industry. He founded Pallet in 2021 after seeing how one of the world's largest industries still relied on manual, error-prone workflows. Since launch, the company has raised $50 million from investors including Bain Capital Ventures, General Catalyst, Bessemer Venture Partners, and Activant. Today, Sushanth combines deep technical expertise with his family's roots in shipping to help carriers, brokers, freight forwarders, and shippers automate mission-critical operations with AI.
Are you interested in sponsoring the How I Invest Podcast? Please email David Weisburd at [email protected].
We’d like to thank AlphaSense for sponsoring this episode!
Sponsor:
AlphaSense is the AI-powered market intelligence platform trusted by 85% of the S&P 100, helping investment professionals make faster, more confident, data-driven decisions. Built for hedge funds, asset allocators, private venture capital firms, and investment bankers, AlphaSense uses advanced AI and powerful search across premium proprietary content to surface the insights that matter most—before the market moves. Elevate your research and stay ahead of the competition. Visit https://www.alpha-sense.com/howiinvest/ to learn more.
Stay Connected with David Weisburd:
X/Twitter: @dweisburd LinkedIn: https://www.linkedin.com/in/dweisburd/ Weisburd Pierce: https://www.weisburdcapital.com/
Stay Connected with Sushanth Raman :
LinkedIn:https://www.linkedin.com/in/sushanth-raman/
Questions or topics you want us to discuss on How I Invest? Email us at [email protected].
Disclaimer:
This podcast is for informational purposes only and does not constitute investment, financial, legal, or tax advice. Nothing in this episode should be interpreted as an offer to buy or sell any securities or to participate in any investment strategy. All opinions expressed by the host and guests are their own and do not represent the views of Weisburd Pierce. Participants may hold positions or have financial interests in the companies, funds, or investments discussed. Any references to specific investments are for illustrative purposes only. Investing involves risk, including the potential loss of capital. Past performance is not indicative of future results, and any forward-looking statements are subject to risks and uncertainties. Any third-party data or opinions have not been independently verified. Listeners should conduct their own research and consult their own advisors before making any investment decisions.
Chapters
| 0:00 | |
| 2:33 | |
| 6:01 | |
| 10:11 | |
| 17:27 | |
| 20:23 | |
| 27:16 | |
| 37:13 | |
| 44:13 | |
| 55:50 |
Transcript
Loading transcript...

