Hello! really enjoyed reading this. Lineage used to be a customer of ours (we helped them collect fees at the docks). One thing to call out is that Lineage is mostly pure storage, and does not purchase/resell the goods. They are collecting storage fees from third parties and not incurring the cost of perish themselves (unless of course its their fault). However, the demand thesis still holds, regardless of who the demand is from (consumers or third parties)!
Thanks Alex! I indeed wrote " I know it’s not exactly what Lineage does, but it’s the problem they’re trying to solve". As you wrote, they don't sell the goods, but in many ways, they are part of the supply chain that does that.
Super interesting! Out of curiosity, what platform do you use for your simulations?
Thanks Jeffrey! I am old school. I use python to code these.
Hello! really enjoyed reading this. Lineage used to be a customer of ours (we helped them collect fees at the docks). One thing to call out is that Lineage is mostly pure storage, and does not purchase/resell the goods. They are collecting storage fees from third parties and not incurring the cost of perish themselves (unless of course its their fault). However, the demand thesis still holds, regardless of who the demand is from (consumers or third parties)!
Thanks Alex! I indeed wrote " I know it’s not exactly what Lineage does, but it’s the problem they’re trying to solve". As you wrote, they don't sell the goods, but in many ways, they are part of the supply chain that does that.
Thanks John. The details are in the article. I am happy to share the python code. Just email me.