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On the Seams

On the Seams, Benjamin Y. Fong

Labor & Logistics Newsletter

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues63SubscribersRead ontheseams.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

The Apotheosis of Point of Sale Data

My new column in Phenomenal World went up today, this time about the raw physical adaptation to demand prediction represented in Amazon’s Sub-Same Day (SSD) center. SSDs first appeared in 2021. In 2023, they had 46; by my current count ther...

6 days ago
1
1

Amazon’s 2025 Annual Report

The disjunction between Wall Street reality and business reality was on display on the most recent Amazon quarterly earnings call, when Andy Jassy got up and said that everything is growing at a wild clip, and then Amazon’s stock promptly f...

15 days ago
5
0

Amazon in NYC

I’m tremendously grateful to the staff of the Architectural League of New York and their publication, Urban Omnibus, for helping me put together an article that just came out today on Amazon’s operation in New York City. As I announced in D...

a month ago
8
1

A Brief Primer on Amazon's Inbound Network

In this article, I am going to offer a more detailed account of Amazon’s Inbound network than I do in my brief primer on Amazon’s distribution network. Basically every segment of their network has more complexity than I can cover in the bri...

a month ago
6
2

Authors

The writers behind this newsletter.

  • On the Seams

    A labor & logistics newsletter

  • Benjamin Y. Fong
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