How Marketplaces Are Building Their Own Logistics Networks

Episode 43 of The Platform Economy explores the strategic shift where major marketplaces from Amazon to Shopify and Instacart are moving beyond third-party carriers to build proprietary logistics networks. Lucas and Luna examine the specific economics behind in-house delivery fleets, the unit economics of last-mile versus middle-mile, and the competitive moat these networks create. They focus on the data advantage: how owning the logistics layer gives platforms real-time inventory visibility and cost control that external partners can't match. The conversation drills into Shopify's Fulfillment Network pivot, Instacart's warehouse strategy, and the rise of specialized middle-mile startups like Flexport. Listeners learn why logistics is the new battleground for platform differentiation and how these investments change the calculus for sellers and investors alike. #MarketplaceLogistics #PlatformEconomy #FexingoBusiness #BusinessPodcast #LucasAndLuna #LastMileDelivery #SupplyChain #Instacart #Shopify #AmazonLogistics #MiddleMile #EcommerceFulfillment #LogisticsTech #BusinessTechnology #NetworkEffects #Flexport #DeliveryInfrastructure #ProprietaryLogistics Keep every episode free: buymeacoffee.com/fexingo