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
Prediction Not checkable as stated
Kuusi predicts future e-commerce delivery standard will be 10 to 30 minutes
“Like, you know, the future of e-commerce is mobile. The future of logistics and delivery is like, you know, not next day not, you know, even same day, not even next two hours, you know, next 10, 20, 30 minutes.”
Miki Kuusi Nov 28, 2022 ▶ 1:15:05 Miki Kuusi: How I Scaled Wolt to $8B; Why I Sold to DoorDash | 20VC #953 · 20VC with Harry Stebbings
Nov 13, 2023
Insight
Petersen: Focusing on quality lowers costs more than focusing on efficiency
“The more a company in logistics focuses on efficiency, the less efficient, efficient they'll get. And the more they focus on quality, the lower their costs will be, the more efficient they'll be.”
Ryan Petersen Nov 13, 2023 ▶ 9:04 Ryan Petersen: Why Velocity not Speed is Most Important in Company Building | E1081 · 20VC with Harry Stebbings
Jun 20, 2026 positive
Insight
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…”
Ryan Petersen Jun 20, 2026 ▶ 24:23 Flexport CEO: Two Questions Every Founder Needs to Ask · 20VC with Harry Stebbings
Jun 20, 2026 bullish
Insight
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…”
Ryan Petersen Jun 20, 2026 ▶ 1:17:24 Flexport CEO: Two Questions Every Founder Needs to Ask · 20VC with Harry Stebbings
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