FedEx CEO: AI Could Help Fix A $1.8 Trillion Global Supply Chain Problem

For the first time in the company's history, FedEx has surpassed UPS in market value. Handling roughly 18 million packages a day, FedEx is acutely aware of how tariffs and geopolitical tensions have disrupted the global supply chain. As it enters its AI era, the company is leveraging artificial intelligence to predict and address these obstacles head-on.

In this episode, Fortune Editor-in-Chief Alyson Shontell sits down with FedEx CEO Raj Subramaniam to discuss how AI is transforming logistics, how tariffs, geopolitical tensions, and shifting manufacturing hubs are reshaping global supply chains, and what's next for one of the world's largest transportation companies.

00:00 Introduction 01:08 How FedEx Sees the Global Economy 06:21 How a Package Travels Around the World 08:21 Leading 500,000 Employees 16:54 From Entry-Level Analyst to CEO 20:24 Leading Change at FedEx 21:43 Reinventing a 50-Year-Old Company 28:20 Why FedEx Is Betting Big on AI 33:17 The Future of Autonomous Delivery 38:51 Leadership Advice for the Next Generation of CEOs Learn more about your ad choices. Visit megaphone.fm/adchoices