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" ... Big mistake: “As an e-commerce company,” Hsieh wrote, “we should have considered warehousing to be our core competency from the very beginning.” Instead, Zappos outsourced their warehouse inventory to eLogistics, who did a poor job. Being unable to promptly fulfill orders nearly bankrupted Zappos – and Tony. “Outsourcing that to a third-party and trusting that they would care about our customers as much as we would was one of our biggest mistakes,” Hsieh recalled. “If we hadn’t reacted quickly, it would have destroyed Zappos.” ... "
" ... Cloud-based data warehousing company Snowflake (NYSE: SNOW) saw its stock decline by almost 30% over the last month. While not much really changed on the ground for Snowflake, which is on track to more than double revenues this fiscal year, there are a couple of factors that have likely driven the sell-off. Firstly, Snowflake stock remains very richly valued trading at over 130x consensus FY’21 Revenues and is up by about 130% from its IPO price. Considering these big gains, investors are likely booking some profits. Secondly, in mid-December Snowflake saw its first lockup release post its IPO, allowing employees to sell 25% of their vested options. While this only had a limited impact, investors are likely concerned that the full lock-up expiration, which happens this March, will put a lot more pressure on the stock. Snowflake’s float, or the shares available to investors for trading, stands at just about 18% of its total shares outstanding currently. Thirdly, with Covid-19 vaccines being rolled out globally, investors could be rethinking their allocation to cloud computing stocks which were a hot theme through the pandemic, while shifting to more value bets. This could also be a factor hurting Snowflake stock. ... "
" ... From my experience as a tech industry executive and data warehousing expert, I believe there are five imperatives to building a real-time answer system. ... "
" ... “Logistics, warehousing and digital fulfillment have been the clear winners in 2020,” said Jason Tolliver, global head of logistics and industrial research and managing director of investor services at Cushman & Wakefield. “This segment has remained resilient throughout the pandemic, with the logistics segment on track to surpass the net occupancy growth of 2019. E-commerce will help generate more than 200 million square feet of demand for logistics space in 2021 with an additional 200 million square feet required in 2022.” ... "