Divey Gulati

Illinois alum, ex-consultant, Co-founder @ ShipBob

[ShipBob @ShipBob]

ShipBob's newest friend is pretty iconic. 🔥

We're so proud to provide our best-in-class fulfillment services to LolaVie and their customers. 🚛 📦

NYC and LA, keep an eye out for our newest star-studded truck! 👀

[Ajay Agarwal @ajay_bcv]

This is huge! Now brands selling via @tiktok_us can utilize world class logistics capabilities from @ShipBob Huge win for brands and their customers. https://t.co/ry6gPQrF6R

[Ajay Agarwal @ajay_bcv]

I love @stratechery but Ben's analysis breaks down as it relates to ecommerce and the physical world. Let me elaborate. Amazon's fulfillment network is purpose-built for their needs, not for the needs of a typical Shopify D2C brand. Amazon has ~10M SKUs which requires warehouses of >1M sq ft. A consumer’s order basket may contain multiple SKUs that are stored on opposite ends of the warehouse resulting in fulfillment workers spending 70% of their time criss-crossing the warehouse to fulfill one order! This is why Amazon bought @KivaSystems (which @BainCapVC backed) and invested hundreds of millions of dollars to roll out the Kiva system to their FCs around the world. Amazon’s massive SKU count provides enormous benefits to consumers as @stratechery has highlighted over the years and is the foundation of their incredible flywheel.  But the SKU count also results in significant diseconomies of scale as it relates to fulfillment. Their network is NOT designed for a typical Shopify brand that on average has less than 100 SKUs.  Given the small SKU count, a brand’s SKUs can be co-located on the shelving, eliminating the need for a worker to walk a quarter mile to fulfill one order.  Automation like Kiva is not necessary for a fulfillment network designed for small brands.  A larger network of smaller and medium size warehouses is cheaper and operationally less complex to operate- delivering savings to brands and better positioning of inventory closer to last-mile delivery zones.
Amazon’s scale and density provide enormous cost advantages for last mile delivery and for upstream ocean and air transport.   For these segments of logistics, the AWS analogy applies – startups can enjoy the cost savings that Amazon has built for themselves through its network.  However, for Shopify ecommerce fulfillment specifically, Amazon’s scale results in diseconomies which structurally will make it difficult for them to dominate this segment.

[Liz Young @bylizyoung]

ShipBob is taking its online fulfillment services beyond its warehouse network and into stores as retailers seek more distribution channels, via ⁦@WSJLogistics⁩ https://t.co/g1QpptDRtI

[Sam Altman @sama]

Key early-stage investing questions:

Of all the things you could work on, why this?
How does this eventually become a $100 billion business?
What do you understand about this that others don’t?
What progress have you made in the last week?
What are you really great at?

[Casey Armstrong @CaseyA]

Our private freight program (FreightBob) received a container from China in 16 days.

From Shanghai through LA/LB port & in our fulfillment center in 16 days...last week.

Bypass consolidation & sitting in the ocean. There are actually innovative fulfillment platforms.

Hit me up

[Casey Armstrong @CaseyA]

We just raised $200M.

Since our last round in Sep 2020:
- 10 to 24 fulfillment centers, including UK & AU
- 15 to 40 apps in our app store
- Over 5k customers
- 100% carbon-neutral
- Exited the year profitable

Now...we get to build & expand even faster!

https://t.co/Z9yfQXSeSy

[Casey Armstrong @CaseyA]

Three new fulfillment centers launched this week!

Including our latest international one in...

London, England

Looking to expand in the UK and avoid the Brexit headaches? Hit me up. Trying to convince our CEO to fly me out there.

[Joseph Montana @JoeMontana]

Way to go @ShipBob - https://t.co/idFl8KkdIE

[Y Combinator @ycombinator]

Congrats to the @ShipBob (YC S14) team on raising their $68M Series D: E-Commerce Surge Draws Investment to Online Retail Logistics Providers https://t.co/XNAZe2hplj

[Paul Bragiel @bragiel]

Mega congrats to @diveygulati @saxenad & the @ShipBob team on the big round!

Feels great to see a Chicago based team comprised of #uiuc alum doing well.

Looking forward to doing more Midwest deals. :)

https://t.co/nu71pSHA8s

[Ajay Agarwal @ajay_bcv]

But for emerging brands with hundreds of SKUs, automation is secondary to full-stack software (WMS, WES, Replen, Pick-Pack, etc) to enable an asset light warehouse model - this is the secret sauce behind @ShipBob success and rapid scale (while achieving profitability!)

[Casey Armstrong @CaseyA]

Funding secured.

https://t.co/1XV0NldeVN

[Gies Business @giesbusiness]

The world is watching.
Let’s do this together, Illini 💪

#ThePowerOfI 🔶🔷

https://t.co/tQNrCALXv2

[Ajay Agarwal @ajay_bcv]

Our team, partners, founders and portfolio companies stand together to fight for greater equality and social justice in our country. #BlackLivesMatter

[ShipBob @ShipBob]

Have dreams of taking your brand international? Consider your dream fulfilled.

Start shipping from ShipBob's new fulfillment centers in Canada and Europe!

Learn more and request access here: https://t.co/K6TuHAqmWQ

[ShipBob @ShipBob]

We're so proud of @verbenergy's efforts to help feed and caffeinate healthcare workers. Read more here: https://t.co/ozYoDITZfo

[ShipBob @ShipBob]

We made it to no. 28 on this year's #Inc5000Series Midwest list! Check out the full list here: https://t.co/oP8DIEPeZo

@Inc

#ecommerce #fulfillmentservices

[ShipBob @ShipBob]

ShipBob's fulfillment centers are still operating at full capacity. For more information on our response and safety procedures, please visit: https://t.co/5HQwFRjxOC

#fulfillment #shipping #coronavirus #COVID19

[Verb Energy @verbenergy]

Loud and clear! Here to support those who are working tirelessly to keep folks healthy