logistics
4 statements across 3 episodes · 3 bullish · 0 bearish · 2 people on the record · first statement Nov 28, 2022 by Miki Kuusi · across every show →
Everything said about logistics, oldest first
Nov 28, 2022 bullish
Nov 13, 2023
Jun 20, 2026 positive
Ryan Petersen: Physical goods companies spend 5% of revenue on logistics
“The logistics is a much bigger market than software. If you, for example, like a typical, like a medium sized company will spend, call it five percent of their revenue, companies spend about five, if they're physical goods companies, they'll spend like five pe…”
Jun 20, 2026 bullish
Petersen: Flexport must become low-cost leader to win logistics market
“For the last decade, I wanted to be, I didn't want to compete on price, and I wanted to be the premium value, premium provider in logistics and thought it would be bad to compete on price. And now I'm like pretty convinced that we need to be the low cost leade…”