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/.

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|

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 |2022-05-28T18:49:20+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|

Supply Chains: Do you Prefer Cheap, or Resilient?

Would you prefer your supply chains to be cheap or resilient? It turns out that 40 years of cutting cost exposed us to dependency on China and risk of disruption. What happens next? One solution will be "China + 1." As Harvard Business School professor Willy Shih describes it in the Wall Street Journal, "Politically sensitive gear such [...]

By |2021-12-23T23:44:20+00:00December 27th, 2021|

Logistics: The Battle Between Walled Garden and Open Source Models

The technology world has seen a battle between walled-garden and open source models. Apple created a closed-loop ecosystem where it tightly controlled the customer experience. On the other hand, Google challenged the status quo with an open-source network that brought in a broad range of partners. In logistics, we are seeing a similar battle emerge. On the one side, [...]

By |2021-09-15T15:21:08+00:00September 15th, 2021|

Last-Mile Logistics in Latin America

Last-mile logistics is growing rapidly in the US. This surge has fueled growth for giants like UPS and FedEx, as well as last-mile logistics specialists like USPack and LaserShip, and technology leaders like Bringg. And it has been fueling acquisitions, such as the Target acquisition of Deliv. But what about Latin America? $11 billion has been invested globally in last-mile logistics this decade, but Latin [...]

By |2021-08-04T20:52:23+00:00August 4th, 2021|

Bringg Becomes the Newest Unicorn in Logistics

The supply chain world just welcomed its latest unicorn. Congratulations to Bringg and its outstanding team, which is building the market leader in last-mile logistics software. When we first met Bringg's founders Raanan Cohen and Lior Sion, it was 2016. Bringg was just getting started. Still, it was clear that they had a compelling solution for the last mile, blue-chip [...]

By |2021-06-19T21:00:27+00:00June 19th, 2021|

The JD Logistics IPO and the Growth in Chinese Last-Mile Logistics

JD Logistics is planning to raise $3.4 billion in an IPO. Three issues that stand out: First, JD attracted a world-class network of largely US-based investments banks, including Bank of America and Goldman Sachs. Nevertheless, they chose the Hong Kong exchange for their listing. This reflects the fact that Chinese and US markets are increasingly separating from one another. [...]

By |2021-06-01T15:29:40+00:00June 1st, 2021|