Note: A version of this story was first published on May 10, 2019, at FreightWaves. On April 25, Amazon announced that it was making an investment of $800 million to reduce delivery times, from two days to one, for members of Amazon Prime. The next day FreightWaves was first to report that, without any fanfare, Amazon […]
Investment Themes
Logistics Network Optimization — Why This Time Is Different
Note: A version of this article was first published on April 23, 2019 at FreightWaves. Amazon has changed the retail business. It has changed the cloud computing business. It has also changed the supply chain business, but perhaps not in the way that you think. On April 9, 2015, Amazon published a blog post on the […]
#MarketVoices | Introducing My Weekly Column at FreightWaves
According to the International Monetary Fund, the world’s economy is worth $88 Trillion as of 2019. The Conference Board estimates that the global economy will grow at an annual rate of about 3% between 2019 and 2023, and at about 2.8% between 2024 and 2028. None of this is possible without supply chains; The networks […]
#NotesOnStrategy | Seed-stage Venture Capital Portfolio Construction
Note: Although I have not used quotation marks, much of this blog post quotes the people to whom I have ascribed comments almost verbatim. I made slight stylistic and mechanical edits to account for the fact that presented in this format, I do not have the constraints that Twitter imposes on users. Where meaning is […]
#CountDown: 8 Days To Launch in Charleston, SC
Acknowledgement: I am grateful to Laura Corder and Benjamin Johnson of the South Carolina Department of Commerce for pointing me to relevant stats and data for this article. Introduction It is with great excitement and anticipation that I write this blog post; At 5:00 PM on Wednesday, March 27, 2019, I’ll join Michael Rentz as […]
NRF Big Show 2019 – My EXPO Hall Tour Notes
Disclaimer: This blog post reflects my personal opinions only. It does not represent the opinions of REFASHIOND Ventures, or REFASHIOND CO:LAB. It does not represent the opinions of The New York Supply Chain Meetup, or The Worldwide Supply Chain Federation. It does not reflect the opinions of any other person who is associated with any […]