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Hey Biztos, why do you think this would be a big market? What would be some potential customers of such a turnkey tracking system? I imagine big players like DHL/FedEx would not be target customers due to their high traffic and already existing internal package tracking systems


Very late reply, but just in case you're still watching: I don't think DHL/FedEx would be obvious customers but they might be obvious acquirers if your tech really rocked.

AFAICT there are still a lot of small local and regional shippers who offer a better deal than FedEx/DHL -- I assume that's mostly on price but it could also be on expertise, proximity, nepotism, whatever -- and the deal has remained consistently better for many years despite FedEx, DHL, UPS, and other large players being in the market.

My guess is that the further away from the FedEx/DHL hubs you get, the less attractive their service and the higher their prices -- and it looks to me like more and more stuff is being sold online in these markets too, and that stuff has very low margins and needs to get shipped for "free" or at least cheap.

Furthermore, in Europe at least you have direct competitors to FedEx/DHL on the international level (at least within the EU). Players at that level have their own tracking systems, sure, but that means they have to have IT crews, software developers, etc. and I'm sure they'd much rather not.

For example I recently had a delivery from DPD:

https://www.dpd.com/de_privatkunden

It's probably a much smaller market but there are also specialty transporters for stuff like art and antiques. I'm sure they absolutely hate having to care about tracking systems when their value-adding expertise is so thoroughly elsewhere.




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