UPS
2 tracked calls · 1 long · 1 short · last 90d: 1L/1S
first called by Stratechery 2mo ago
LONG5d ago
“UPS, Cisco, Jable, Centine and Walmart... you can see these companies they have a lot of revenues but they have a lot of expensive a lot of employees... if you can start to use agents for the workflow”Jordi Visser
AI agents automate workflows to replace expensive employees, triggering a massive 25% profit explosion for low-margin giants like UPS from tiny cost cuts.
UPSLONG@ $112.59
$103.07-8.45%
since call Jul 26
SHORT2mo ago
“Amazon built "primitives" that had Amazon itself as their first, best customer … the ultimate play was to sell those primitives to other companies.”Stratechery
Amazon's new supply chain service threatens incumbent shippers FedEx and UPS
UPSSHORT@ $96.03
$103.07-7.33%
since call May 5