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Market One Capital (MOC) invests in online businesses leveraging network effects (NFX). NFX is transforming supply chain and logistics by fostering collaboration, optimizing resources, improving visibility and more. It made us take a closer look at this market.
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In the previous edition (see bottom), we recognised a few key keynotes - places where we see opportunities for new businesses challenging the stagnant, often outdated logistics outlook. Over the last couple of months, we’ve seen additional companies emerge within those areas. This time, however, we wanted to highlight more of the themes we’re observing around integration, go-to-market strategies, visionary thinking, and, importantly, putting employees first.
The first thing - more related to go-to-market than the specific solution - is paying close attention to integration and thinking the way users do in logistics. A recurring trend is clear: improve current workflows rather than turn the stool upside down.
ZeKju, mentioned in a previous post, does this perfectly for drivers - translating any key information into their native apps like WhatsApp or Viber. Yukato follows a similar path but adds an operational layer on top, moving closer to traditional TMS systems while entering the market with a different-than-usual wedge.
And then the recurring theme of the use of AI: the operation of freight forwarding by voice at AI with Happyrobot, or extracting relevant data from documents and re-cashing them with Axe.
Companies mentioned:
Given the typical venture lifecycle of 5–10 years, now might be the right time to go deeper into this space. Early signs of adoption are emerging, with pilot programs already underway from players like Mercedes and Volvo (through initiatives such as Way). We can expect initial commercial implementations around 2027, likely focused on shorter, hub-to-hub routes.