AI in Motion: Co-Founder Brandon Wolfe on Investing in AI-Driven Supply Chain

In AI in Motion: Investing in AI-Driven Supply Chain — A Private Equity Perspective, Brandon and host JP Morgenthal dive into:

• The real opportunity AI presents for supply chain operators - and the practical headwinds of hallucinations, privacy risk, and cost in mission-critical environments.
• Why, in investing, sometimes "boring is beautiful" - disciplined, defensible businesses often outperform hype.
• A look ahead - we predict that AI will deliver as a force multiplier for execution and decision support, while humans will remain essential for judgment, compliance, and relationship-driven outcomes.
• How our first portfolio company, Sage Freight, is embracing AI and automation to enhance operational expertise without losing the human touch their customers rely on.
• Why sticky customers create a protective moat for software businesses - and why ownership of critical data matters.

At Jordan, we view AI as a boon to efficiency - strengthening strong teams, improving execution, and creating leverage without replacing experienced operators.

If you're building, investing in, or operating within supply chain, logistics, or vertical software, Brandon's perspective is one you'll want to hear. 

Watch the full conversation here.