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Logistics - What's the Big Idea?
The volume that has been pushed through LEAF has 10xed in the last year. We see an opportunity to do that again over the next couple of years, but it's still a very small part of this market. It's really building the data and the technology infrastructure to do this for billions and tens of billions of dollars. This is not a win-lose competition. It's a coordination problem. You need data and technology to kind of not just see that, but to execute that way.