Three separate pieces of news from the past nine months keep bubbling up in my head and I want to put them in one place. They're the kind of thing that used to live in the "2030 outlook" section of every deck, and they've…
There's a press release I've been thinking about for a week. DHL Supply Chain and Locus Robotics just crossed one billion cumulative picks on their joint AMR fleet. The billionth item, the one that actually tripped the counter, was a pink beanie. I don't…
A small number from a grocery slotting project caught me this week and I want to write it down before I forget it. A grocery distributor, one of the big ones, ran a generative AI model across twelve months of order lines and its own warehouse slotting. The model came…
I was scrolling through humanoid robot coverage last week and ended up in a spot I didn't expect. The press coverage is going one way, the actual shipment numbers are going a different way, and I can't stop thinking about the gap. At the start of…
The framing around nearshoring shifted in 2025-2026, and I think most people missed the moment it happened because it happened gradually. It used to be a tactical response to shipping costs and COVID disruption. In 2026 it's a strategic reorientation, backed by capital commitments large enough to rebuild…
The micro-fulfillment category moved past the "is this real?" conversation sometime in 2025. The numbers and the retailer case studies are all pointing the same way, which doesn't happen often in supply chain. The micro-fulfillment centre market The MFC market reached 12.4 billion dollars in…
I used to think of warehouse sustainability as an ESG slide in the corporate deck. In 2026 it's a line item in the project budget, usually with regulation sitting behind it and finance checking the math. The stakes Green logistics is already a 1.43 trillion dollar market…
Five vendors come up in almost every AMR-era conversation I have in 2026. A short note on each, mostly to keep them straight in my own head. Symbotic The numbers are hard to ignore. 2.247 billion dollars in fiscal 2025 revenue, up 26 percent. 22.3 billion dollar backlog.…