It's the same story over and over (Deliverr, Flexport, Amazon, Shopify, etc)

1. the entire ecomm supply chain got way ahead of their skis during the pandemic thinking boom times would never end

2. no matter how good your software is, supply chain is cutthroat — a motivated low-tech salesperson can always undercut you

3. margins are razor thin, so if you're subsidizing prices with VC money to buy growth you can easily rug yourself

4. when the storm comes to supply chain, the ones who stay alive are those with the biggest balance sheet and diversified business (e.g. Amazon)