Nah - it takes it towards a tech buisness not away. it is counterintuitive, but this is because this is a disrupter. They are following the classic disrupter model of becoming cheapest, most reliable, quickest delivery. This is to all to underpin the technology (MARKET/CONNECT/DIRECT).
Now they can pitch to the huge customers
- since now they have the logistical capability to service them. the TWE and accolades - just a matter of time.
- They signed on 28 new suppliers to CONNECT last month - this is tech/subscription).
The technology part will surpass the logistics in about 6 months - get on now or miss out when the critical mass of this compounds and swings into the tech direction.
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