The mile

Supply Chain

Indian supply chain — reported, then argued.

Supply Chain

Delhivery does not want your dark store. That is the story.

Sahil Barua told the Street what 3PLs have been whispering: point-to-point q-commerce last mile has no network effect worth owning. The money is still in the long haul.

Farhan Qureshi · 18 Aug · 7 min read

Supply Chain

Shadowfax, ElasticRun, and the Bharat mile the dark stores will not touch.

Someone still has to take a packet to a town that is not on a 10-minute map. That someone is having a better decade than the pitch decks admit.

Farhan Qureshi · 12 Aug · 5 min read

Supply Chain

Delhivery Maps is a logistics company admitting that India is still unmapped.

An AI-native commercial map sounds like a side product. For anyone who has ever lost a rider in a housing society, it is the product.

Farhan Qureshi · 9 Aug · 5 min read