Do any podcasts mention, Veho, a last-mile delivery/logistics startup?

Based on the provided transcripts, the last-mile delivery startup Veho is not mentioned. The podcast discussions center on other major players and broader trends shaping the logistics and supply chain industry. The conversations cover incumbent giants like Amazon and Walmart, gig economy leaders such as DoorDash and Delivery Hero, and high-growth technology companies including Stord and Zipline [2, 4, 7, 10]. These companies illustrate diverse strategies for capturing market share, from leveraging massive physical footprints to pioneering new technologies and business models [17, 8]. The industry is also characterized by significant events, such as the Manifest 2026 conference, which convenes leaders in robotics, automation, and warehouse management to discuss the future of the sector .

Strategic agility and focus are recurring themes among the discussed companies. Stord, for instance, made a deliberate choice to shut down its standalone trucking business to concentrate on its core fulfillment and last-mile delivery services, a pivot that was critical to improving its unit economics and achieving a rare combination of profitability and rapid growth between 70-100% year-over-year [1, 3, 9]. Similarly, Delivery Hero is undergoing a fundamental strategic shift toward quick commerce, which it projects will become **over 50% of its business** long-term, moving beyond its restaurant delivery origins [4, 26, 30]. This contrasts with the scale-at-all-costs approach of incumbents like Amazon, which built out a last-mile transportation network the size of UPS in approximately 20 months, and Walmart, which leverages its vast physical store footprint as a cost and speed advantage in delivery [12, 17, 29].

The future of logistics is heavily influenced by automation and artificial intelligence. Autonomous delivery company Zipline is experiencing hyper-growth, with plans to scale to **one million deliveries per day** within the next couple of years, signaling a major inflection point for the drone delivery industry [8, 22]. While Zipline focuses on aerial solutions, other leaders predict that ground-based robotics will be adopted even faster due to fewer regulatory hurdles . Beyond autonomous vehicles, AI is being implemented in more immediate, practical applications; one company is using AI to analyze photos of freight loading to provide real-time feedback and prevent damages before shipments leave the dock, shifting from a reactive to a proactive operational model .