Keeping Up with the Delivery Rocketship Part III: A Case Against Last Mile Delivery and How to Change Our Mind

Let us be frank about this: we think last mile delivery has a very attractive upside, but we think it is too challenging to be an attractive investment.

The difference between the two are the risks involved.

Luckily, we know exactly what it takes for founders to change our mind.

Keeping Up with the Delivery Rocketship Part II: Opportunities in Warehouse Automation

In Part I, we discussed how the exponential growth in eCommerce leads to an increase in cost of fulfillment and shipping as a percentage of net sales, driven by rising wage and consumer expectation. Worker wages in fulfilment centers sit at $17 an hour, almost two and a half times more than minimum wage. ConsumersContinue reading “Keeping Up with the Delivery Rocketship Part II: Opportunities in Warehouse Automation”

Keeping Up with the Delivery Rocketship Part I: The Case for Logistic Automation

Two things that my wife loves are good food and nice purses. In 2020, those two options became exclusively available, for the first time, online. While our personal airline and hotel expenses declined by 100%, our e-Commerce and food delivery bill mushroomed.