We used to care about who owned the ships. Now, the power lies with the boring software companies that tell the ships where to go. Here is the shift no one noticed.
We spent the last two decades obsessed with a single question: "Where is my container?" The entire industry poured billions into dots on a map.But here we are in 2026, and it turns out that simply seeing the train wreck doesn't actually help you stop it. The money has moved. It's no longer about monitoring the supply chain; it's about building the brain that fixes it automatically.