Betting big on industries with massive technological leverage and network effects.
Compounding: One big win funds the next; talent and capital follow proven results.
everyone glamorizes the grind until they’re actually in it.
then it’s months of dead silence, burning cash, and waking up wondering if you’ve lost your mind.
no hype. no virality. just you in a room trying not to quit.
but you still show up tomorrow. that’s the real game.
Building in logistics AI makes one thing very clear:
most of the real problems are insanely operational and unsexy.
Data cleanup, edge cases, carrier weirdness.
The “AI magic” part is smaller than people think.
Been talking to a few ecommerce operators lately.
A surprising number just eat the losses on shipping claims and carrier issues because filing them is too much hassle.
Still mostly manual spreadsheets, screenshots, emails, and support tickets.