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.
I think you're missing the opportunity for tangential services that would be highly profitable and increase lock-in.
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Just for context, the world's largest shipping container company (Maersk) is 8.1% the size of AMZN.
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What would a tangential service look like?
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