Supply Chain
Honey, we shrank VCs.
Venture Capital is in a weird place, with logistics and supply chain companies paying the price. Will they bounce back, or is this the end of logistics technology innovation through VC funding?
Logistics
Very few companies excel at writing their own story in today's highly mediatized and ever-scrutinized world. Yet somehow, this Australian logistics technology company has once again crafted an intricate storyline for the next financial year, and the markets are loving it. But when you read between the lines,
"We've always done it this way." Now if that isn't the most dangerous phrase in business, I'm not sure what is. What we've seen in the logistics technology world over the past decade is deeply rooted in that one phrase.
Logistics technology is broken. Not all logistics technology is bad or dysfunctional. There are some great solutions out there today that directly solve real problems faced by logistics service providers and cargo owners alike. What I'm getting at here is a different kind of broken. Everything surrounding logistics
Venture Capital is in a weird place, with logistics and supply chain companies paying the price. Will they bounce back, or is this the end of logistics technology innovation through VC funding?
Very few companies excel at writing their own story in today's highly mediatized and ever-scrutinized world. Yet somehow, this Australian logistics technology company has once again crafted an intricate storyline for the next financial year, and the markets are loving it. But when you read between the lines,
"We've always done it this way." Now if that isn't the most dangerous phrase in business, I'm not sure what is. What we've seen in the logistics technology world over the past decade is deeply rooted in that one phrase.
No, you are not crazy. If you have a feeling of déjà-vu, that is because we were here no more than four months ago. project44 had just let go of 10% of its workforce, around 130 people, not long after being named a leader in Gartner's Real-Time Visibility
When I decided to take a short break away from this wonderful yet slightly schizophrenic industry, I wasn't sure when I'd return. From June 2022 to June 2023, I hardly missed a day of creating content, sharing insights, and trying to get industry stakeholders to ask
Real-time visibility is a polarizing topic with a handful of main providers. Today, existing dynamics are changing as the likes of WiseTech Global start to push into the space. Game on.
Freight Forwarding and Global Supply Chains need great logistics technology. So where is it?
Before “AI” was all anyone could talk about, another buzzword dominated the logistics technology landscape. This buzzword was, as all buzzwords are in logistics technology, used lightly, thrown around like a dog's favorite chew toy, thrust upon us so often that we grew very tired of hearing it.
In the second half of August 2024 WiseTech Global will publish the annual results of their 30th anniversary in business. After recently announcing another price increase which should impact all customers, as well as a lack of any meaningful announcements thus far in this important milestone year, I, as well
Is Flexport testing the water to see just how big of a layoff round they can get away with? Are things really made worse by Dave Clark's short time as CEO? Will he be used as an excuse to hide the sad reality that Flexport can only handle
No, you are not crazy. If you have a feeling of déjà-vu, that is because we were here no more than four months ago. project44 had just let go of 10% of its workforce, around 130 people, not long after being named a leader in Gartner's Real-Time Visibility
When I decided to take a short break away from this wonderful yet slightly schizophrenic industry, I wasn't sure when I'd return. From June 2022 to June 2023, I hardly missed a day of creating content, sharing insights, and trying to get industry stakeholders to ask
As what passes for C-level and decision-makers at project44 scramble to create a narrative in the wake of their 10% layoffs, you have to wonder what's next for the self-proclaimed "rocket ship of logistics technology"? Having written about Gartner's Magic Quadrant a few days
Another year, another Magic Quadrant for Real-Time Transportation Visibility Platforms (RTTVP) served with no real surprises and a side-order of disappointment. By now it is difficult to understand if Gartner actually has a grasp of what they are publishing, or if the content is simply put together and thrown out
Shopify and Flexport have been gradually growing closer, as both look to solve their respective pain points. On the one hand, Shopify is seeking to emulate Amazon's success, a desire which has cost them about $2bn in write-offs after giving up Deliverr for some Flexport stock. On the
Logistics M&A is commonplace. We work in a highly acquisitive industry, with consolidation happening both at the infrastructure, services, and software levels. When you see some of the (ludicrous) valuations of recent times, and the multi-trillion dollar market value numbers thrown around, it comes as no surprise that
Freight forwarding software is a highly lucrative space that everyone seems to want a part of. The last few years have been no different, and I've lost count of the number of companies that have appeared (and disappeared) since Flexport's inception in 2014. But freight forwarding
Digital Freight Forwarding as it was pitched to investors and the logistics world is dead. The heavily financed disruptors were set to challenge the 3PL space, providing beneficial cargo owners (BCOs) with a newer, highly efficient, and more transparent way of moving freight. Some even pitched that they'd
US landside logistics is the next big thing on integrated logistics execution platform CargoWise's agenda. With cash in the bank and a highly successful international freight forwarding platform, they've chosen the M&A highway for fast access, and expected big returns. But with "an