AI gets more interesting when it meets the physical world

A transporter pulls up to a construction site outside Riyadh, unloads a delivery of bulk cement, and sends a photo of the delivery note through WhatsApp. For most of BRKZ’s history, that photo was the start of a chain of human work. Someone had to read the document, find the matching order, verify the quantity, update the system and close the delivery.

Today, an agent we call Nusa does most of that. It reads the image, extracts the details, matches them against our systems, verifies the quantities and closes the delivery. The team handles uncertain matches and exceptions. Nusa now closes the majority of deliveries in our reconciliation workflow, and its share grows every month.

Bulk cement isn’t a glamorous AI use case. That’s exactly why I like it.

I recently came back from a trip to the US where AI dominated most of my conversations with founders, investors...

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