C.H. Robinson CEO on AI fears: 'We're the disruptor and not the disrupted'

A logistics CEO is warring backmost against the Great AI Scare of 2026.

"Leadership decisions are ever made with a calm head. Understand the data, and recognize what's going on. And I rapidly recovered that astatine the extremity of the time astatine Robinson, we're conscionable not going to fto a infinitesimal of uncertainty truly blur the quality betwixt what is cognition and reality. And the world is this: We are the disruptor and not the disrupted," C.H. Robinson (CHRW) CEO Dave Bozeman said connected Yahoo Finance's Opening Bid (video above).

Allow maine to acceptable the country for you to supply immoderate discourse for Bozeman's comments.

It's Feb. 12, 2026. Some random Florida-based holding institution called Algorhythm Holdings (RIME) said it achieved a breakthrough connected the AI front. It claimed that its AI level scales freight volumes by 300% to 400% and reduces bare trucking miles by 70%.

Interesting astatine archetypal pass.

No substance that cipher had heard of this institution the time before. No substance that the institution was amended known for its karaoke machines and it was unclear erstwhile it pivoted to freight technology. No substance that the institution is fundamentally a penny banal that has nary Wall Street expert coverage, according to Yahoo Finance data. The marketplace moved archetypal and asked questions later, sending shares of trucking and logistics companies sharply lower.

One institution caught up successful the selling frenzy was C.H. Robinson, founded successful 1905 arsenic a nutrient brokerage house. By the adjacent of trading, the banal tumbled 14.5% — its largest one-day percent nonaccomplishment successful much than six years.

What the marketplace seemingly forgot is that C.H. Robinson has been starring connected the AI beforehand successful proscription logistics. That's a large crushed wherefore the banal deed a grounds connected Feb. 6.

Bozeman has led the 120-year-old logistics subordinate for much than 2 years, pursuing sizeable stints successful proscription operations astatine Amazon (AMZN), Harley-Davidson (HOG), and Caterpillar (CAT). Since Bozeman's arrival, C.H. Robinson has leaned hard into AI to thrust improved operating profits.

To boot, the company's beardown maturation rates person travel contempt an ongoing freight recession, arsenic manufacture insiders telephone it.

And the Street inactive has assurance successful that communicative continuing erstwhile looked done the prism of expert income and nett estimates for the adjacent 2 years.

"We're not going anywhere. We've got a batch to do. We are super-excited astir the adjacent 2 years due to the fact that the past 2 years person been beauteous damn exciting, and determination is much to travel wherever that comes from," Bozeman added.