In short: Cited as evidence for the QXO thesis, not as a recommendation: Brad Jacobs' 2011 vehicle, which "grew revenue from $175 million to $15 billion", and where "he used AI to optimize truck routes" — the technology step of the three-part formula.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.