Wow, small world. (Give M my regards?) Logistics like international shipping are both a financial infra problem and an infra infra problem. I do think that the

Wow, small world. (Give M my regards?) Logistics like international shipping are both a financial infra problem and an infra infra problem. I do think that the cost of small-scale shipping is going to come down to approach the ratable cost of volume in a shipping container (which, as you are aware, it is orders of magnitude higher than now), which will likely come from improvements primarily on the infra infra side. Two companies to keep an eye on in this stack are Flexport and Shippo, among others.