Prologis playbook – how to model immigration and tariffs (Part Two)
Moving parts
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By Russell Wood
It’s Groundhog Day. Again.
We’ve earnestly pondered, on this platform, the tenuous unit economics of final mile delivery start-ups, as far back as July last year* and prior.
(*Read my “The final days of the final mile” from 2022; and “Misplaced Amazon mania?” from 2019.)
Like spoiled children, people just aren’t learning the lessons and therefore the lessons keep being repeated.
For the record, one more time, two plus two will never equal five or six with delivery logistics just because you sprinkle fairy ...
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