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THE SILK ROAD NEXUS

Nikhil Varshney

The strategies, trade-offs, and logistics tech defining the next decade of commerce. Written by a Senior Product Leader in Commerce. The only newsletter analyzing the unit economics of the physical world. Free, high-signal, and respects your inbox

Platform
Substack
PricingOnly free issuesPublishesTwice weekly
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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Amazon Q1 2026 and The Commerce Engine

Amazon commerce business has made tremendous progress in the last two years. North America operating income hit $8.3 billion in a single quarter, up 42% year over year. International turned a $1.4 billion operating profit. Combined Stores o...

7 days ago
1
0

FedEx and UPS are Betting Big on Returns

FedEx and UPS are walking away from Amazon's forward volume while building out returns infrastructure. Returns, done right, are the most profitable parcel volume in the network. This essay covers the economics of returns, the market size th...

14 days ago
1
0

Logistics and Supply Chain of Setting Up Data Centers

Hello Y’all welcome to another long read posts from Silk Road Nexus. I had been meaning to writing this post for a while but Allbirds news (Going NewBird AI) was the ultimate tipping point for me to put pen to paper. Its a long read, but I ...

21 days ago
0
0

Product Masterclass from Ryan Arroyo - SVP Product and Engineering at Terminal Industries

Hello everyone, welcome to the weekly podcast. Apologies for a delay in delivery of this podcast.

21 days ago
1
0

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Authors

The writers behind this newsletter.

  • Nikhil Varshney

    I am a seasoned product manager and a technologist. I am a writer. Follow me to get my weekly essays directly in your inbox.

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