The Ledger
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Petersen: Chinese cars are far ahead of Western, Japanese, and Korean vehicles
“They're so fricking good. They're so far ahead of anything that the West or even Japan and Korea are making”
Petersen: Flexport Offers Better Fulfillment Proposition Than Amazon Logistics
“So if you want to say we compete with Amazon, I think we're a strictly better proposition other than the fact that we don't own amazon.com and have all the demand that that drives.”
Petersen: Amazon does not treat sellers as tier-one customers
“Amazon does not treat the seller on their platform as a tier one customer. Their job is to help the customer, the consumer at the end of the day.”
Petersen: Fast-Changing Tariff Policy Paralyzes Corporate Reshoring Plans
“The result is we're not giving the market enough clarity of what the tariffs will be when, and so, if you did want to move back to the U.S., you're just kind of paralyzed right now, because the environment's changing so fast.”
Petersen: Ending de minimis benefits Amazon and Walmart against cross-border competitors
“For the de minimis thing in particular, I think Amazon's better off with de minimis not existing. Because de minimis is shipping direct from China to the U.S. Consumer. It skips their fulfillment network. Which is where they put all the capex and huge competit…”