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Shark Tank's Kevin O'Leary says if he were 25 today, he'd chase these two booming opportunities in the world of AI

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Shark Tank's Kevin O'Leary says if he were 25 today, he'd chase these two booming opportunities in the world of AI

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Even as Elon Musk calls philanthropy ‘very hard,’ everyday Americans gave a record $617 billion—despite feeling the squeeze over the cost of living

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Egg companies made $1.22 billion in profit off a $6 carton — now they’re buying their way out of a price-fixing case with 53 million donated eggs
NewslettersCEO Daily

C.H. Robinson’s CEO is running his AI transformation on Lean principles: ‘It’s been a game-changer for this company’

Diane Brady
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Diane Brady
Diane Brady
Executive Editorial Director
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Diane Brady
By
Diane Brady
Diane Brady
Executive Editorial Director
Down Arrow Button Icon
July 6, 2026, 4:35 AM ET
Dave Bozeman's approach to AI starts with time, not tools.
Dave Bozeman's approach to AI starts with time, not tools.Courtesy of C.H. Robinson
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  • In today’s CEO Daily: Diane Brady interviews C.H. Robinson CEO Dave Bozeman.
  • The big leadership story: JPMorgan built a pipeline of female CEO candidates. Then it fell apart.
  • The markets: Mixed globally, with U.S. stocks maintaining last week’s momentum.
  • Plus: All the news and watercooler chat from Fortune.

Good morning. Dave Bozeman is one of 11 Black CEOs in the Fortune 500—and he’s rewiring how C.H. Robinson (No. 277 on the Fortune 500) runs on AI. Bozeman describes the freight broker and forwarder as “a technology company that’s solving problems and handling logistics for the world.” As CEO he’s overseen a stock that’s doubled in the past year, fueled by his ‘Lean AI’ transformation. Here’s how he’s rethinking productivity, talent and growth for the AI era.

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Bozeman’s playbook starts with time, not tools. He runs C.H. Robinson on a “three‑horizon” framework of zero to three years, three to seven, and seven‑plus years. It’s a classic approach to make sure that resource allocation and decision-making give a company enough stability to survive while investing in innovative areas of growth. “If I go from here to three or four years from now, I know the way that we onboard humans is going to look different,” he said. “They’re going to be augmented and supplemented, and they’re going to have intelligence that helps them.”

He’s also a longtime practitioner of Lean methods, saying “it’s been a game-changer for this company” and critical in its AI transformation. “People incorrectly associated it with the manufacturing floor, but Lean is a continuous improvement process that applies to anything,” Bozeman said. His team “value‑stream maps” every process to look for friction and waste, for example, and then deploys AI agents to automate tasks. “Where there were hundreds of people to track loads, do appointment scheduling and quote responses, now you have mature agents that are in there doing that work, so we’ve shifted our people to the right, and now they are going up the value stack,” he said. “You don’t simply add heads back into those old jobs later.”

That said, what has made AI work for his company is taking a people-first strategy. Bozeman doesn’t believe in looking at headcount as a measure of performance or issuing directives to cut 10% of staff or budgets. Redesigning work is a shared mission that starts at the top, with leaders who use Lean methods as an enabler, a discovery process, and an innovation driver. I spoke to him as he’d just come off a call that featured the very human “Socratic method” of questioning to discover the root of a problem. “As a CEO, I have to force multiply,” he said. “We now have an organization that knows how to interrogate the business and drive discovery, allowing people to do their own personal discovery” in understanding how their work is going to look, feel and be executed differently, knowing that “we will never get away from the human in the loop.”

Contact CEO Daily via Diane Brady at diane.brady@fortune.com

Top leadership news

How JPMorgan’s pipeline of CEO candidates fell apart

Marianne Lake, the bank’s CEO of consumer and community banking, announced her retirement after 25 years and was a leading contender to take over from CEO Jamie Dimon. Her elevation would have made her the first woman to run JPMorgan and the second to run a major Wall Street bank, after Citi’s promotion of Jane Fraser to CEO cracked that glass ceiling in 2021. 

Meet the podcaster top CEOs listen to

For five and a half years after David Senra launched Founders in 2016, almost nobody listened. His audience now includes Jeff Bezos, Shopify CEO Tobi Lutke, Coinbase CEO Brian Armstrong, Michael Dell, and Spotify CEO Daniel Ek. Typical Founders listeners are “people who want to study how the greats of history thought and executed and lived before.”

Can today’s CEOs skip social media?

Apple’s incoming CEO doesn’t have a single post on his LinkedIn feed, and his profile is nearly blank. That makes John Ternus an outlier at a moment when the job description for Fortune 500 CEOs has quietly expanded: Run the company, manage Wall Street, and act as a full‑time content creator in public.

The markets

S&P 500 futures are up 0.49% morning. The last session closed flat. The STOXX Europe 600 was up 0.25% in early trading. The U.K.’s FTSE 100 was up 0.43% in early trading. Japan’s Nikkei 225 was flat. South Korea’s KOSPI was down 0.46% today. China’s CSI 300 was flat. Hong Kong’s Hang Seng was up 1.14%. India’s NIFTY 50 was up 0.65%. Bitcoin was up to $63K.

Around the watercooler

How a third-generation Texas oilman transformed an organic farming company into a leading advanced nuclear startup at a small Christian college by Jordan Blum

Even as Elon Musk calls philanthropy ‘very hard,’ every day Americans gave a record $617 billion—despite feeling the squeeze over the cost of living by Preston Fore

Nike’s self-inflicted wounds are risking CEO Elliott Hill’s nascent comeback by Phil Wahba

Meet the Zillennials: The luckiest micro-generation in the workforce, born between 1993 and 1998 by Nick Lichtenberg

After a nearly 800% explosion, this AI supplier is about to make its U.S. debut and could signal if the market can still boom—or is headed for a bust by Jason Ma

CEO Daily is curated and edited by Joseph Abrams, Jason Ma, Claire Zillman, and Lee Clifford.

This is the web version of CEO Daily, a newsletter of must-read global insights from CEOs and industry leaders. Sign up to get it delivered free to your inbox.
About the Author
Diane Brady
By Diane BradyExecutive Editorial Director
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Diane Brady writes about the issues and leaders impacting the global business landscape. In addition to writing Fortune’s CEO Daily newsletter, she co-hosts the Leadership Next podcast, interviews newsmakers on stage at events worldwide and oversees the Fortune CEO Initiative. She previously worked at Forbes, McKinsey, Bloomberg Businessweek, the Wall Street Journal, and Maclean's. Her book Fraternity was named one of Amazon’s best books of 2012, and she also co-wrote Connecting the Dots with former Cisco CEO John Chambers.

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