Latest / The Platform Economy with Fexingo: Marketplaces, Networks, and Multi-Sided Businesses
How Marketplaces Capture Value Through Logistics Networks
We examine how leading platforms moved beyond mere matchmaking to own the physical fulfillment layer, using a specific case study of vertical integration in last-mile delivery. Lucas and Luna break down the capital intensity versus control trade-off, analyzing why owning the truck changes the unit economics of the transaction. We look at the hidden costs of outsourcing logistics and how supply chain control creates a defensible moat that algorithms alone cannot replicate. The discussion covers the shift from asset-light models to hybrid infrastructure, focusing on the operational realities of…
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