General Manager × Energy: How the Conversation Is Moving

BullishKendall speaks with strong conviction about scaling to a million acres, going public, and building a decade-out vision where 'Morganic worked... not just sort of worked, it really worked.'

The AI Edge Podcast: CRE & AI — What Happens When America’s 90-Day Food Supply Runs Out? · Aug 2026

MixedGuests frame the coming quarters as a mix of opportunity ('beautiful time to be a supply chain leader... you actually truly earn your pay') and hardship for shippers, making it a hedged, balanced outlook rather than clearly bullish or…

Supply Chain Now — Review of the July 2026 U.S. Bank Freight Payment Index - Rates Edition · Jul 2026

SkepticalGuest describes personally adapting to war ('trying to carry on normal business and normal life as far as possible') but closes by warning 'we will not be approaching anything... normal... we'll be in a new normal,' a cautious, subdued…

Columbia Energy Exchange — Iran Conflict Brief: The War's Lasting Impact on Gulf States · Apr 2026

BullishLittle macro discussion, but Matthias explicitly notes tariffs are 'not a top 20 problem' and supply chains are working fine for manufacturing, a mildly positive external read.

This Week in Startups — These robots could cut delivery costs by 80% | Next Unicorns · Aug 2026

MixedHe notes margin compression, tariff uncertainty, and brands squeezing supply chains, but also sees emerging carriers creating healthy price competition—a mixed, balanced picture.

The New Warehouse — 3PL Leadership: Build Culture Before Adding Technology · Aug 2026

SkepticalHe describes a fragile global ag supply chain, geopolitical wars shaking investor confidence, spiking fertilizer prices, and 'only 90 days' of buffer in the system before shelves go empty.

The AI Edge Podcast: CRE & AI — What Happens When America’s 90-Day Food Supply Runs Out? · Aug 2026

BullishWhile noting many vertical-farming peers (AeroFarms, AppHarvest, Plenty) failed, he's highly optimistic regenerative/hyperlocal ag is the future model others will copy: 'others are going to follow when they see we've achieved this.'

The AI Edge Podcast: CRE & AI — What Happens When America’s 90-Day Food Supply Runs Out? · Aug 2026

MixedMixed outlook: acknowledges systemic supply-demand imbalance and near-blackout risk in PJM, but is optimistic reforms (utility-owned generation, regulator engagement) can fix it long-term.

POLITICO Energy — One of America's biggest utility CEOs on the electricity bill crisis · Aug 2026

SkepticalOn 3PL automation/robotics trends he says outlooks feel 'ominous,' with few implementations proving ROI outside niche cases, and robots-as-a-service still unproven at scale.

The New Warehouse — 3PL Leadership: Build Culture Before Adding Technology · Aug 2026

BullishEnthusiastic about AI's practical value (virtual COO 'Aiden', automated research, precision agriculture) while noting clear limits around HR/firing decisions—net strongly positive with some guardrails: 'it is the future... learn and…

The AI Edge Podcast: CRE & AI — What Happens When America’s 90-Day Food Supply Runs Out? · Aug 2026

MixedMinimal, neutral engagement: 'I guess AI is helping somewhat. But I don't use AI for anything so far' — neither enthusiastic nor dismissive.

Multifamily Insights — Don't Quit Your Day Job for Real Estate with John McNellis, Ep. 803 · Aug 2026

SkepticalAI is mentioned only briefly and dismissively — Chris says 'I don't care how much AI you throw at it, the human brain is what needs to solve that problem,' reflecting skepticism about AI's role versus human judgment.

Manufacturing Happy Hour — The Future of Precision Manufacturing (Why Humans Still Matter on the Factory Floor) | Ep. 287 · Jul 2026

BullishDeep enthusiasm for reinventing farming via new tech (aquaponics engineering, blockchain 'farm chain', regenerative carbon units, drying tech), framing it as flipping the script on an entire industry.

The AI Edge Podcast: CRE & AI — What Happens When America’s 90-Day Food Supply Runs Out? · Aug 2026

MixedHe values sensible, ROI-driven innovation (conveyors, pick-to-light) but is skeptical of flashy tech built without clear need, e.g. 'did your business need that?' — a balanced, pragmatic stance.

The New Warehouse — 3PL Leadership: Build Culture Before Adding Technology · Aug 2026

SkepticalShe admits grid and transmission technology lag badly ('we're slow here to make those fixes... the answer is no'), reflecting more concern than optimism about modernization, though she notes a growing multi-sector push for change.

POLITICO Energy — Sen. Capito on high energy prices, permitting reform and Trump's bid to kill wind power · Feb 2026