Takes and Tickers

Takes & Tickers – June 19, 2025 [Edition 5]: Autonomy in Logistics, Project44's Movement, and Wrap 10M funding for Robotic Cross-Dock Play

Inside the future of supply chain automation, where Project44 transforms visibility into action and Warp challenges Amazon with a fully robotic…

Jun 19 •

Nikhil Varshney

Takes & Tickers – June 12, 2025 [Edition 4]: TikTok Shop Conference, Manila 2025: How TikTok Secured a Platform Advantage Over Amazon and…

ACE 2.0 and PACE fuel TikTok’s emotional commerce play—built for Gen Z, beyond search, and ahead of Amazon and Meta in personalization. Also, how shift…

Jun 12 •

Nikhil Varshney

Takes & Tickers – June 5, 2025 [Edition 3]: The Impact of Rare Earth Metals on EV Manufacturing and Robots in the Last Mile

Why China’s grip on Dysprosium and Terbium threatens upstream EV production, and how Veho’s pilot with Rivr opens new possibilities in last-mile…

Jun 5 •

Nikhil Varshney

Takes & Tickers – May 29, 2025 [Edition 2]: WiseTech buys E2open for $3.25B, PDD, MIT & Trade Policy Shakeup

Strategic deep dives on WiseTech’s $3.25B merger with E2open, PDD’s tariff struggles - profits down by 50%, MIT’s manufacturing push, and shifting trade…

May 29 •

Nikhil Varshney

Takes & Tickers – May 22, 2025 [Edition 1]: Shiprocket IPO, Amazon Robotics, Home Depot Sourcing Strategy, Temu Supply Chain Pressure

Decoding what this week’s moves mean for resilience, automation, market access, and supplier leverage.

May 22 •

Nikhil Varshney

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