About Benjamin Gordon

Benjamin Gordon is the CEO of Cambridge Capital, an investor in transportation, logistics, and supply chain technology companies. He has founded four companies in supply chain and related fields. For more information, please visit https://benjamingordon.me/about/.

Yellow: End of an Era, and Lessons Learned

On August 7, Yellow Corporation declared bankruptcy. This was a sad day, marking the end of an era. Yellow, which was founded nearly 100 years ago, grew to become one of the world's largest trucking companies. Even on the day of its Chapter 11 filing, Yellow was the third-largest less-than-truckload (LTL) carrier in the United [...]

By |2023-08-22T20:18:47+00:00August 22nd, 2023|

Do Loose Chips Sink Ships?

A cargo ship carrying nearly 4,000 vehicles appears to be on the cusp of sinking. Why are so many auto cargo ships catching fire? Do fires ignite more easily when cars are packed in ships too tightly? Electric vehicles? Something else? Also, who does the Japanese ship owner Shoei Kisen Kaisha keep having these mishaps? [...]

By |2023-07-31T17:23:23+00:00July 31st, 2023|

Is the Era of Outsourcing Over?

Outsourcing: is it growing, shrinking, or transforming? In 1990, Hamel and Prahalad published an article in Harvard Business Review called The Core Competence of the Corporation. It argued that companies should outsource their non-core services, because, in the words of Jack Welch, "Your back office is someone else's front office." This article helped to usher in an [...]

By |2022-09-02T21:00:28+00:00September 3rd, 2022|

Interview with Benjamin Gordon and the Armchair Attorney

It was a pleasure to talk about logistics, supply chain technology, the deal environment, and Ukraine in this interview with Matthew Leffler, the Armchair Attorney. We had a wide-ranging discussion about the industry, how investors are looking at the supply chain sector, and more. Please see below for the video of our interview! -Benjamin Gordon, [...]

By |2022-08-29T18:15:39+00:00August 29th, 2022|

Making Sense of Today’s Volatile Supply Chains

How can we make sense of the volatile changes in our supply chains this year, and what should we expect going forward? For excellent insights, we can turn to Harvard Business School Professor Willy Shih. Willy just published a thoughtful article in the The Wall Street Journal on the seven principles of today's supply chain. To summarize: 1. Today's [...]

By |2022-07-23T21:23:55+00:00July 23rd, 2022|

Ukraine Logistics Coalition – Focusing on Humanitarian Relief

The Ukraine Logistics Coalition (ULC) is focused on protecting Ukraine by maximizing the inflow of food, medicine, and vital supplies. To that end, it was terrific to see Ukraine Ambassador Oksana Markarova at the YPO Global Diplomacy Network conference in DC. We talked about how to help rebuild Ukraine and strengthen its supply chains. The [...]

By |2023-08-22T19:17:36+00:00May 29th, 2022|

Ukraine, Pity, and the City of Slaughter

Many people have asked me why Ukraine matters. What is it about Russia's invasion that impelled me to get involved, and why should you care? First, I believe we have a moral obligation to help the innocent people of Ukraine. Second, having bought a logistics company with employees in Ukraine, I wanted to do everything [...]

By |2022-03-23T01:38:09+00:00March 23rd, 2022|

GreenScreens.ai Financing – and Implications for the Logistics Industry

Today, GreenScreens.ai announced the closing of an investment to accelerate their growth in predictive pricing and advanced analytics. The round was led by Tiger Global, with participation from Cambridge Capital, Flyer One Ventures, Navigate Ventures, Jones Capital, Red Door Capital, Overton Venture Capital, Operator Stack Fund, and Refashiond Ventures. More than capital, this investment represents [...]

By |2022-02-22T16:35:40+00:00February 22nd, 2022|

Maersk Acquisition of LF Logistics

The Maersk acquisition of LF Logistics signifies a few things. First, major shippers are converting their record profits into expansion in logistics. This move dovetails with the CMA CGM acquisition of Ingram Micro, and the MSC Mediterranean Shipping Company pursuit of Bolloré Logistics in Africa. Second, for every buyer rationale, there is also a seller rationale. Now that the Maersk deal is complete, Li & [...]

By |2022-02-02T21:45:15+00:00February 2nd, 2022|