The supply chain technology sector faces a major turning point. More than $80B has been invested since 2018, yet the rise of AI is rapidly commoditizing capabilities that once took years to build. Traditional growth models — from visibility to prediction to automation — are collapsing as generative AI enables faster, cheaper development. This shift leaves billions in capital at risk and challenges exit opportunities for startups and investors alike. Defensibility will no longer come from technology itself, but from proprietary data, operational context, and leadership.