UPS

“Outside the US, we operate 24 seven. We expect to soon be operating 24 seven in the US. These kinds of systems are gonna feel more like the internet than like UPS.”

“About half of the people that work in America today do not have working. It's not something you and I really think about, but you know, Walmart has two million employees don't have it. Walmart.com email addresses, right? UPS has 300,000 drivers and people work…”

“Currently not, no, they're still all there, and the biggest one has 300 employees makes seventy million revenues with a SaaS model, and serves the likes of OpenAI, and Uber, and Nasdaq, and UPS in brand management”

“There are now five and a half billion instant deliveries being done every year just in the US. And that's not like Amazon or UPS. That's just the instant deliveries.”

“One of my Shark Tank companies is Rebel Cheese. And they added a direct to consumer business. And they created an agent that compares the weight that comes off the scale for what they're saying, or the box type, and what they were invoiced by UPS or FedEx, and…”

“In the near future, the next few years, they'll go to the airport only because of regulatory challenges of putting off airport landing sites. But in the next four to six years, what'll happen is these aircraft will actually go to the distribution center, which…”

“At the end of 2020, Amazon was already up to 25% market share which put them ahead of both FedEx and UPS.”

“I don't personally think we're going to see another parcel carrier. Parcel would be like FedEx UPS start ground up like ever. I think what we'll see is, is Amazon come in and build the largest parcel carrier in the world, sort of from the side door or top down…”

“Well, I think the technology for last mile delivery, that's generally going to be the first to be disrupted. You could see a, just using an example, like a UPS truck would park on a corner and you could have a numerous number of robots or small delivery vehicl…”

“I went to, like, all the local drugstores and bought those, like, break and freeze ice packs, and then went to all of, like, the UPS and USPS stores and was like, I'll take all the boxes. I'll take all the boxes, and just showed up at the bakery and was like, …”

“UPS is basically supporting the work that we're doing in Rwanda. So they've both been helping fund the work and then also been advising us in terms of actually creating a logistics network at national scale.”

“There's many healthcare-related products that are extremely expensive to store, so you don't want to have Significant amounts of inventory in every hospital in the U.S., 6000 hospitals, you know, it's much more efficient to locate a smaller quantity of invento…”

“It's very efficient for UPS to drive a big brown truck up to the lobby of a skyscraper and unload it. Whereas We're a lot more focused on suburban and rural where it's less efficient.”

“And the real collision came last year on the, you know, right before Christmas, because everyone said, okay, on the December, 23rd, I can place orders and expect and get them on the 24th. And I'm a hero on Christmas and everyone placed those orders and it just…”

“There's a story in the newspaper a couple of weeks ago about UPS and USPS proactively going to the companies and saying, how much last day shipping do you want to basically reserve? And by the way, that's all you're going to get.”

“I've got a thesis that they will soon be, I think they are already entering the shipping market cherry picking the best the, low, the lowest cost shipments they are starting to do themselves. Increasingly and just leave UPS with the higher cost shipments, whic…”

“USPS is, you know, been having, you know, been running a massive loss for many, many, many years. I mean, for me, the best outcome is either one of two people buys it and basically privatizes it, UPS or Amazon.”

“Yeah, I think if you look at the long, long term, I actually would be short on FedEx and UPS. You know, like, rather than having to ship things around the world on airplanes, it wouldn't be great just to download the design and print it out, you know, right wh…”

“Here, what we're talking about is that we really try to be carrier agnostic. So we don't want to be owned by the UPS or FedEx or USPS. We want to work with all different shipping providers. That's the power of the platform.”

“About half of that is the carrier fees. What, you know, we rebuild the postage, whether that's UPS or USPS.”