AI Agents for Logistics, Pitfall?

Recently we've all seen the chart showing different industries and the amount of AI solutions being created for it in percentages. I remember that something that stood out was that the supply chain and transportation industry had less than 2%.

Now recently Happy Robot reached unicorn status and they started as AI voice agents but for almost a year now they've rebranded completely to "superintelligence" (among other similar iterations before they landed on that word). But something here doesn't line up, if agents are the future and they have the infrastructure to make all the agents from here to kingdom come, why would you pivot to "enterprise superintelligence"? More importantly, why keep trying with pure agent systems when one of the biggest startups is highlighting the importance of intelligence?

It's not only Happy Robot but also C.H Robinson, J.B Hunt and Project 44. The words on their highlights do say AI agents, but if you read about what they had to do/plan on doing, it all revolves around building a data layer/infrastructure that paves the way for AI agents. So are they building AI agents? Or are they building an infrastructure with the side benefit of agents?