Morning Midas incident – EV supply chain profits, risks and winners
Unprepared for the new ‘logistics architecture’
It was Richard White proudly raising a glass of “cheap” red wine that welcomed me to a lively video call after today’s release of solid fiscal H1 24 numbers for the group he leads, Australia’s WiseTech Global (WTC).
Full disclosure
I think the one who talked to me was the real Richard (pictured below).
But I am still not entirely sure, after watching the “H1 24 results briefing presentation AI-generated avatars” talking to me in… five different languages.
Go figure what comes next?
Uh-oh.
Plenty of ...
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