Oren Zislansky
๐ค SpeakerAppearances Over Time
Podcast Appearances
And so you want to make sure that you're going to create real long-term shareholder value as well.
That is accretive to your insiders as well as to that next set of investors.
So the $2 versus $1 is just meant to be a simple metaphor whereby to understand this farming project.
You can imagine, though, if I sell at $2 and I buy at $1, buy low, sell high, like the real estate guys tell us, then we have, for freight, like 50% margin potential.
Yeah.
in an industry that supports like 10 to 12.
So we have many times higher margin potential than anybody ever in freight before because of this financial arbitrage that gets unlocked.
We have not publicly disclosed as of yet revenue, but I can tell you we are orders, many orders of magnitude higher.
um, higher than a million bucks.
Yeah.
I apologize in real dollars.
It'd be like $3,000, $4,000 to run that lane.
And if it's four grand, I could charge eight grand, you know, it was the two to one that I was hoping to highlight.
In today's market, yeah.
It's a good question.
Look, I've told people, whether it's media or colleagues or people on the team, I don't personally think we're going to see another parcel carrier.
Parcel would be like FedEx UPS.
Start ground up like ever.
I think what we'll see is Amazon come in and build the largest parcel carrier in the world, sort of from the side door or top down, depending on how you want to think about the metaphor.
You know, we're seeing Amazon become the world's most vertically integrated firm, which is not to say they don't use a tremendous amount of contract support, top to bottom, they do.