The Logistics Inbox 📦

I write about the now & future of logistics. Get daily newsletter.

[The Logistics Inbox 📦 @LogisticsInbox]

When logistics inspiration comes from the unlikely places

Here is one.

Sun Tzu was a Chinese military strategist who lived during the Eastern Zhou period of ancient China, around the 5th century BC.

[The Logistics Inbox 📦 @LogisticsInbox]

@TimothyDooner Is it magnetic

[The Logistics Inbox 📦 @LogisticsInbox]

In today’s Inbox:

In the box; Pando, Droneup, and ZEBOX

E-commerce logistics: Walmart, Instacart, and Shopify

Technology: Computer vision robotics & AI-powered picker

Old guards: Mullen Group, RoadOne, and Amazon

Get it here: https://t.co/0naR6gYpVf

[The Logistics Inbox 📦 @LogisticsInbox]

@heykahn 98.5% 🤯🤯

[Zain Kahn @heykahn]

200,000 readers in less than 4 months 🤯

Superhuman is the biggest AI newsletter in the world by some distance.

Just incredibly grateful to each and every reader that has supported the newsletter these last few months.

Some big changes coming soon. This is just the beginning.

[The Signal @thesignalAI_]

1/ Cohere

Raised = $250M

Product = Chatbot (GPT competitor)

The latest funding round was led by Nvidia, with participation from Salesforce, Inovia Capital, and Index Ventures.

[Craig Fuller 🛩🚛🚂⚓️ @FreightAlley]

Wonder how many new fleet owners got into the trucking industry at the top because they believed in a “perpetual driver shortage.”

[InsideEVs @InsideEVs]

The Taiwanese company notified the US EV startup their investment agreement could be terminated in as little as 30 days. https://t.co/1FnegiK4Ce

[The Logistics Inbox 📦 @LogisticsInbox]

In the box; Zipline, Evermile, Project44…

E-commerce logistics: EasyShip and Amazon Fresh

Technology: Transportation payment solution and Hyperlocal

Old guards: Tyson Foods and Daimler Trucks.

Get newsletter: https://t.co/mNWK6E17ku

[Dooner 🇺🇸 @TimothyDooner]

Rate the tarp work 😬 https://t.co/gTFLDHAkqm

[The Knowledge Archivist @KnowledgeArchiv]

14 GREAT ARTISTS and their most beautiful (or interesting) art.

1. ALBERT BIERSTADT (1830 - 1902)

-The Rocky Mountains, Lander's Peak
-Among the Sierra Nevada, California
-The Last of the Buffalo

(hard to beat Bierstadt...)

[The Logistics Inbox 📦 @LogisticsInbox]

On a recent call to analyze the e-commerce giant’s first-quarter earnings call, the CEO Andy Jassy recently hinted that the company’s Amazon Fresh is likely to be replaced with a new concept dabbed Amazon Market.

Check profile in today's newsletter.

[Craig Fuller 🛩🚛🚂⚓️ @FreightAlley]

Between 2020 and mid-year 2022, the largest increase in trucking fleets in history took place. Even with recent revocations, the number of active fleets is far higher today than 2019. It will take a while to burn off this capacity.

H/t Motive study

[The Logistics Inbox 📦 @LogisticsInbox]

In today’s Inbox:

In the box; Wayve, Veo Robotics, Chargel, Aurora…

E-commerce logistics: Bed Bath & Beyond and TreviPay

Technology: AI in logistics, and Robotics delivery

Old guards: Target, and Nissan

Get newsletter: https://t.co/V9dDxiI6wl

[The Logistics Inbox 📦 @LogisticsInbox]

Get the insights in the newsletter:

https://t.co/WXfZc74UGN

[The Logistics Inbox 📦 @LogisticsInbox]

First release of the new look : Logistics Inbox Newsletter

A deep dive on tech news in the Logisitcs and Supply Chain industry.

I have covered the big stores in the past week:

Old guards: Amazon, Schneider and SVT Robotics

Tech: dynamic pricing from carriers & more.

[The Logistics Inbox 📦 @LogisticsInbox]

E-commerce logistics: rent the runway saving on returns costs with UPS, Logicarts making a mark in India.

In the box: Uber, Kiwibot - sidewalk robotics : Einride & Walkers autonomous truck fulfillment.

Speedbird & High Lander partnership for drone food delivery in Brazil.

[The Logistics Inbox 📦 @LogisticsInbox]

100 Tesla Semis delivered to PepsiCo

Tesla Semi is going up against rivals like:

-Kodiak Robotics
-TuSimple
-Aurora
-PlusAI

Old guards like:

- Scania
Daimler Trucks
-AB Volvo
-PACCAR

Just to mention a few.

Here is the analysis; https://t.co/DXCaGTpARl

[The Logistics Inbox 📦 @LogisticsInbox]

Today's newsletter link: https://t.co/DXCaGTpARl

[The Logistics Inbox 📦 @LogisticsInbox]

Couple indicators why the rise of autonomous trucking

With growth projection set for $2 billion by 2027

Elon Musk at Tesla wanted to capture the upside as well.

It began in 2017 when Elon unveiled the Tesla Semi

🧵

[The Logistics Inbox 📦 @LogisticsInbox]

Elon set for December 2019 do start fulfilling orders

But, Tesla would not meet the target

Until late 2022 when PepsiCo received their first order 100 Tesla Semis.

Now on the road

Get details on the process thus far - 4 months