CFO THOUGHT LEADER Atoms, Not Electrons: Why Warehouses Still Win | Tim Arndt, CFO, Prologis
Dec 28, 2025
Tim Arndt, CFO of Prologis, shares insights from his extensive background in logistics real estate. He discusses why logistics focus on 'atoms, not electrons,' emphasizing the importance of physical infrastructure over digital. Tim highlights Prologis's significant role in global GDP and their innovative rooftop energy initiatives. He also dives into the impact of automation and AI on the sector, along with sustainability as a key business strategy. Tim's experience post-GFC reshaped balance-sheet management, making for a compelling conversation.
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Atoms, Not Electrons
- Logistics stores and moves physical goods, so it's resilient to digital disruption.
- Tim Arndt calls it "atoms, not electrons," meaning warehouses remain essential until teleportation exists.
Own Your Career Growth
- Put your hand up for new responsibilities and speak to leaders when you want growth.
- Take ownership of your career development instead of waiting for managers to do it for you.
Merger Shaped His Career
- Tim Arndt recounted AMB's merger with Prologis after the GFC and how AMB's management shaped the combined company.
- He described starting at a much smaller AMB where early exposure to investor meetings accelerated his learning.