Benjamin Gordon 🇺🇸

Benjamin Gordon is CEO @cambcapital and @BGSALLC. Investor in #logistics, #supplychain and #technology. Author @FortuneMagazine, @CNBC, @SCBrain, @dd_invest.

[Benjamin Gordon 🇺🇸 @benjaminhgordon]

Congratulations to autonomous trucking pioneer Einride on its IPO on the NASDAQ this morning. And also great to see Lorne Abony in the wild!
https://t.co/DouErkBcjC

[Benjamin Gordon 🇺🇸 @benjaminhgordon]

Kudos to @FedEx on its spinoff of FedEx Freight. $FDXF is now an independent $89 billion public company focused on LTL.

As @XPOLogistics demonstrated when it spun off @GXOLogistics and RXO to create three pure-play companies, the public markets like pure-plays, because (a) management teams are focused on the one thing that matters most; (b) investors can see standalone financials; and (c) Occam's Razor tends to produce better outcomes.

Will FDXF and FedEx both benefit from this move?

https://t.co/m0TbNMsP9D

[Benjamin Gordon 🇺🇸 @benjaminhgordon]

Today marks the end of an era! Kevin Knight is retiring from Knight-Swift Transportation.

36 years ago, Kevin and three cousins founded Knight. Since then, they built an $8 billion giant in transportation that is widely considered a leader in truckload, along with LTL, intermodal, and logistics.

In an era when transportation is experiencing record volatility, it's worth watching our industry legends and learning from their long-term successes.

https://t.co/AoMssrKFBv

[Benjamin Gordon 🇺🇸 @benjaminhgordon]

Meet @ShipStation Global, a multi-billion-dollar company resulting from the merger and rebranding of @Auctane and @WWEXGroup. And kudos to Tom Madine, the CEO of the combined business.

The merger combines two things: WWEX Group’s freight brokerage and Auctane’s AI-powered shipping software.

This is a bold move! Rooting for their success.

https://t.co/TCAtc7GAwg

[Benjamin Gordon 🇺🇸 @benjaminhgordon]

@carrierwhisper1 @ultabeauty @UberEats @Uber But other guys are making money in last mile fyi

[Benjamin Gordon 🇺🇸 @benjaminhgordon]

The battlefield for last-mile logistics continues to intensify.

@ultabeauty just announced they are adding more than 1,500 stores to the @UberEats platform. This is significant because it highlights @Uber's plans to expand beyond restaurants for last-mile delivery, including Ulta's fragrance, makeup, skin care, styling tools and hair care products.

Last mile remains exceptionally fragmented. Will Uber, @Lyft, or another strategic company seek to consolidate it?

https://t.co/W2IyGBeYb7

[Benjamin Gordon 🇺🇸 @benjaminhgordon]

Meanwhile @Walmart just announced 30-minute-last mile delivery in 33 markets. The battle against @Amazon and others is accelerating!
https://t.co/PMEDJVKpGW

[Benjamin Gordon 🇺🇸 @benjaminhgordon]

@ab_shipments @_supplychainnow @ScottWLuton @wileycwj @CambCapital This will be a year of tremendous innovation in supply chain AI

[Supply Chain Now @_supplychainnow]

AI hype is everywhere. But where is the smart money actually going?

LIVE today at noon ET, @ScottwLuton and @Wileycwj sit down with @BenjaminhGordon of @CambCapital to talk supply chain investment, automation, operational resilience, and the future of logistics.

Join us live: https://t.co/qLDu5JEQme

#SupplyChain #AI #Logistics

[Benjamin Gordon 🇺🇸 @benjaminhgordon]

Will Amazon's supply chain announcement roil ecommerce fulfillment?

I'm hearing two very different things from the markets.

On the one hand, many CEOs of ecommerce fulfillment companies are bullish about 2026, and continuing to grow rapidly and profitably.

On the other hand, many PE firms are spooked by Amazon's announcement. Some are worried that fulfillment companies dependent on $AMZN could be obsolete. And others are worried that even fulfillment companies totally independent of Amazon could still be materially harmed.

Who do you think is right? And if you are an ecommerce fulfillment executive, what are you doing differently to ensure your long-term growth remains strong?

[Benjamin Gordon 🇺🇸 @benjaminhgordon]

Kudos to @GetSTORD on raising $250M to continue to scale up in ecommerce fulfillment and AI!

https://t.co/quY3zDTgL4

[Benjamin Gordon 🇺🇸 @benjaminhgordon]

Is US maritime logistics poised for growth?

TMV, @Prologis and the American Bureau of Shipping think so. And they are investing $200M behind this thesis.

Wishing Marina Hadjipateras, Soraya Darabi, William O'Donnell and the team success in strengthening American maritime supply chains and creating value!

https://t.co/b2lxuuACAM

[Supply Chain Now @_supplychainnow]

AI is changing supply chain fast, but where is the real value actually being created?

On this episode of Enterprise Unleashed, powered by @DOSS_hq, @ScottwLuton and @wileycwj talk with @BenjaminhGordon of @CambCapital about automation, investment trends, operational resilience, and what future-ready supply chain companies are doing differently.

🎧 Listen now: https://t.co/I4nauZrnBM

[Benjamin Gordon 🇺🇸 @benjaminhgordon]

Good news for electric trucks in California! Particularly relevant for companies like Nevoya, @einrideofficial and @Tesla, as well as Fortune 500 companies that want to reduce their carbon footprint.

https://t.co/0pYzKTsg3a

[Benjamin Gordon 🇺🇸 @benjaminhgordon]

The Logistics Managers' Index is soaring. April reflected the fastest level of expansion since March 2022. Expect a year of supply chain growth and volatility!

https://t.co/W4EEG95Vja

[Benjamin Gordon 🇺🇸 @benjaminhgordon]

@supertrucker Great feedback.

[Benjamin Gordon 🇺🇸 @benjaminhgordon]

In just the last few minutes, much has already been said about the Supreme Court 9-0 ruling against CH Robinson and truck brokers, in the case of Montgomery vs. Caribe Transport II.

There is no doubt that this verdict will create massive disruption in the transportation industry.

Yet amidst major change, we will see enormous opportunity.

Who do you think are the best software providers for providing carrier safety, compliance, and vetting analytics? Options include Fleetworthy, Lytx, Motive, Samsara, SafetyCulture, Highway, Idelic (now Descartes) and many others.

And what do you think would make these solutions better?

https://t.co/OhQzAaScuj

[SCOTUS Wire @scotus_wire]

🚨 The Supreme Court unanimously ruled that federal law does not shield freight brokers from state negligence lawsuits when they hire unsafe trucking companies.

[Benjamin Gordon 🇺🇸 @benjaminhgordon]

@RobCarpenter Agreed. Insurance is going to make a big difference.

[Supply Chain Now @_supplychainnow]

What are investors actually looking for in supply chain right now?

In Enterprise Unleashed, powered by @DOSS_hq, @ScottwLuton and @wileycwj sit down with @BenjaminhGordon of @CambCapital to unpack AI, automation, valuation, and the trends shaping the future of supply chain investment.

Register now: https://t.co/RhcxGcrSsj

[Benjamin Gordon 🇺🇸 @benjaminhgordon]

@REGIONRAT @CargoMatchMaker Good to know

[Benjamin Gordon 🇺🇸 @benjaminhgordon]

@habbott Good insights