THE SILK ROAD NEXUS
Nikhil VarshneyThe 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 | 69 | Founded | a year ago | Last Issue | 22 days ago |
| Active | |||||
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thesilkroadnexus.substack.comLatest Issues
Interview with Aaron Graft, CEO of Triumph Financial
Aaron Graft did not grow up thinking about trucking. He went from law school to distressed loan workouts, then bought distressed debt, then bought a distressed bank. That bank became the foundation for a freight payments network that today...
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...
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...
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...
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.
I am writing this as a genuine attempt to deconstruct how to build a commercial product from scratch. This is particularly difficult when th...
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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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