> aim being the next Schenker, Kühne & Nagel, XPO... instead of being the "global trade disruting tech thing" But that's the entire game. Being "tech-only" is

> aim being the next Schenker, Kühne & Nagel, XPO... instead of being the "global trade disruting tech thing" But that's the entire game. Being "tech-only" is attractive due to the magical thinking that drives its valuations, particularly in stodgy, capital-intensive industries like logistics and real estate (WeWork). Companies like Schenker have tens of thousands of employees too, some unionized and some not. Startup companies aren't equipped to handle things like organized labour strikes.