If I'm a VC and I want to practice my sharp elbows, Im fighting to get in @flexport series B. Big co in the making.
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what is truly defensible about their model? Data is all public and there is no clear killer operational advantage.
'all they do is coordinate lots of complex stuff really, really well' can be said about a number of great companies.
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First, I'm very much long Flexport, within the right constraints. The best case is that they become an SAP for the space
Thanks. Twitter will use this to make your timeline better. UndoUndo
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