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Pilot intent

Autonomous logistics.

Robotic warehousing, drones, autonomous last-mile.

Thesis

Commerce infrastructure eventually has to coordinate the movement of goods, not just pages and payments.

Why now

Fulfillment automation, delivery expectations, and merchant margin pressure are converging.

Unresolved work

Physical-world reliability, physical-world operations, and compliance make this a slower frontier.

Graduation signal

Logistics graduates through pilots with measurable operational improvement.

enes · 27 April 2026 · 2 min read