For DTC brands, the 3PL model is broken—and I’ve lived this problem for the last 12 years. At @shyp (Non-Asset-Based) and Airhouse (a 4PL), I shipped 10M+ packages/yr and worked with dozens of 3PLs. Airhouse ultimately failed due to poor performance by partner warehouses. 🧵

This is first time I’ve told an in depth story of the rise and fall of Shyp. What it felt like for me to feel on top of the world getting compared to Travis from Uber or Jeff from Amazon then going to zero. This is from my perspective.

Ep 4 of the STF podcast where @JoeFernandez @berman66 @julien talk twitter haters already, FTX, more confident founders raise more venture capital, our origin stories, raising at high valuations, @Suhail pivots! Listen and subscribe for weekly episodes linktr.ee/stfupodcast

Today is an exciting day: @AirhouseHQ is going global via an international partnership with best-in-class 3PL, @SEKO_Logistics!

We at @AirhouseHQ have finally figured out our model and are ready to scale to own the market. 2-sided marketplaces are super hard to get right and the foundation is the most important thing. – at Oakland, CA