We’re in 2026. Self-driving trucks are on the road, and everyone is hyping up AI agents. Yet, behind closed doors, highly-paid logistics professionals are still manually copying shipment data from PDFs and emails into their TMS and ERP systems. Why?

In this episode, we sit down with Jethro Borsje from Lobster to tear down one of the biggest open secrets in supply chain tech: The Connectivity Lie.

We dive into why true integration is still so incredibly hard, despite the existence of modern REST APIs and decades-old EDI standards. Jethro explains why the problem isn't always the technology itself, but the fragmented maturity of trading partners and the dangerous lack of clear data ownership within companies. (Hint: The ERP shouldn't own your financial data; the CFO should.)

We also explore the critical shift from "Systems of Record" to "Systems of Context." Jethro argues that AI agents are fundamentally "stupid" about your specific business unless you feed them clean, structured, and contextualized data. We discuss how new standards like the Model Context Protocol (MCP) are allowing Large Language Models to interact directly with legacy ERPs—without requiring massive, multi-year IT overhauls.

Finally, we tackle the European fear of failure. Jethro explains why nine-month RFP processes for AI tools are already obsolete, and why supply chain leaders need to embrace rapid experimentation—failing fast and cheap in the digital world to win in the physical one.

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