Early and late-stage supply chain investing in software and hardware. LeanLogistics 2:24. Kiva Systems (robotics) 2:55. Steelwedge (supply chain planning) 3:09. Optiant (inventory planning) 3:20. Macropoint (supply chain visibility) 3:28. Llamasoft 3:34. Shipmonk 3:41. Pre-COVID investing climate 4:59. Virtual brokerage of freight 5:23. Ecommerce logistics 5:28. Blockchain, robotics 5:30. Flexport valuation $1B Softbank investment 5:38. AI/ML supply chain decision-making for optimization...