
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 | Pricing | Only free issues | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 68 | Subscribers | Read | thesilkroadnexus.substack.com |
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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...
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...
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 ...
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