Evan Smith

Co-founder and CEO, Altana · Person

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Evan Smith - Co-founder and CEO, Altana. Tracked across 49 mentions in podcasts and expert conversations analyzed by Sonic.

What Evan Smith has said

Altana's customer base includes 8 of the 10 largest logistics providers in the world.

bullish·Evan Smith

Altana's spending on AI model tokens has not materially impacted its bottom line.

bullish·Evan Smith

Agentic AI is expected to shift the business model for global logistics providers from transactional per-entry billing to higher-value services like supply chain compliance and resilience management.

bullish·Evan Smith

Altana's customer base includes 8 of the 10 largest logistics providers in the world.

Expert perspectiveEvan SmithJul 27

Altana's spending on AI model tokens has not materially impacted its bottom line.

Expert perspectiveEvan SmithJul 27

Agentic AI is expected to shift the business model for global logistics providers from transactional per-entry billing to higher-value services like supply chain compliance and resilience management.

Expert perspectiveEvan SmithJul 27

The United States is in the process of creating a national stockpile of critical minerals and magnets.

Expert perspectiveEvan SmithJul 27

Europe and the UK have also recently ended their de minimis customs exemptions for low-value imports.

Expert perspectiveEvan SmithJul 27

Altana's business strategy is described by one of its investors as an "index bet on global dislocation."

Expert perspectiveEvan SmithJul 27

Altana's network connects government agencies like U.S. Customs and Border Protection with Fortune 1000 companies and their suppliers.

Expert perspectiveEvan SmithJul 27

The simultaneous increase in US manufacturing output and decline in manufacturing jobs is likely explained by industrial automation.

Expert perspectiveEvan SmithJul 27

Altana works with 9 governments around the world.

Expert perspectiveEvan SmithJul 27

Altana provides the underlying infrastructure for the UK's Global Supply Chain Intelligence program, a control tower involving 10 government agencies.

Expert perspectiveEvan SmithJul 27

Altana's headcount is just under 300 people, potentially crossing 300 with the acquisition of Servo AI.

Expert perspectiveEvan SmithJul 27

Altana is building a "library of trusted goods" for the US government called the Altana Product Passport, which is a register of known and continuously monitored goods and their production pathways.

Expert perspectiveEvan SmithJul 27

One in five companies in Y Combinator is currently focused on logistics automation.

Expert perspectiveEvan SmithJul 27

At Altana, the traditional roles of designer, product manager, and engineer are converging due to new AI-powered development tools.

Expert perspectiveEvan SmithJul 27

Altana uses its own AI agents and systems on both sides of a border to communicate with each other for trade orchestration.

Expert perspectiveEvan SmithJul 27

Altana has acquired Servo AI, a company that develops an AI platform for customs brokerage.

Expert perspectiveEvan SmithJul 27

The use of agentic workflows from the Servo AI acquisition presents a gross margin challenge for Altana due to high compute costs.

Expert perspectiveEvan SmithJul 27

The Servo AI platform allows logistics providers to create and manage customer-specific standard operating procedures (SOPs) for handling complex and varied data formats.

Expert perspectiveEvan SmithJul 27

The Purchasing Managers' Index (PMI) for US manufacturing has trended above the neutral level of 50 in the last 5-6 months, indicating an increase in output.

Expert perspectiveEvan SmithJul 27

On a net basis, manufacturing jobs in the United States continue to decline.

Expert perspectiveEvan SmithJul 27

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