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Amazon.com’s expanding logistics ambitions are poised to disrupt multiple transportation segments, from parcel to brokerage and LTL. In this Talking Transports podcast, Morgan Stanley Managing Director Ravi Shanker joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how Amazon’s scale and asset-light approach could pressure incumbents across freight markets. Shanker outlines structural challenges in parcel, including the unsustainability of free shipping and rising competition, while highlighting a constructive outlook for trucking as tightening supply drives rate recovery. He also examines how AI — particularly physical AI, such as autonomous trucks — could reshape the industry, and why transportation may look fundamentally different over the next decade.

<p>Amazon.com&rsquo;s expanding logistics ambitions are poised to disrupt multiple transportation segments, from parcel to brokerage and LTL. In this Talking Transports podcast, Morgan Stanley Managing Director Ravi Shanker joins Bloomberg Intelligence&rsquo;s senior transportation and logistics analyst Lee Klaskow to discuss how Amazon&rsquo;s scale and asset-light approach could pressure incumbents across freight markets. Shanker outlines structural challenges in parcel, including the unsustainability of free shipping and rising competition, while highlighting a constructive outlook for trucking as tightening supply drives rate recovery. He also examines how AI &mdash; particularly physical AI, such as autonomous trucks &mdash; could reshape the industry, and why transportation may look fundamentally different over the next decade.</p>

Talking Transports by Bloomberg Intelligence features forwarding thinking conversations with analysts, executives and entrepreneurs that are shaping the future of the freight transportation industry. The focus will be on trucking, railroads, ocean and air freight markets and everything in between.

<p>Talking Transports by Bloomberg Intelligence features forwarding thinking conversations with analysts, executives and entrepreneurs that are shaping the future of the freight transportation industry. The focus will be on trucking, railroads, ocean and air freight markets and everything in between.</p>

Talking Transports

Morgan Stanley on Transport Disruption Risks

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ff7c732f-c68f-4068-9a6e-b44800c95fc9/transcript