Perspectives

Notes from Kvistlund on AI, logistics, and the European supply chain stack.

Why Supply Chain Visibility Is Still the Highest-Leverage Bet in Logistics AI Maja F. Warehouse Intelligence in 2025: From Automation to Cognition Anders N. The Nordic Supply Chain Founder's Structural Advantage Erik L. What the Series A Market Looks Like for Logistics AI in 2026 Erik L. Waste Analytics as a Supply Chain Intelligence Layer Anders N. Fund II: Where We're Focusing and Why Erik L. Route Optimization Is a Data Problem, Not an Algorithms Problem Anders N. How Logistics Startups Are Changing How Enterprises Buy Infrastructure Maja F. Decision Science as the Next Layer of Supply Chain Software Anders N. Fleet Intelligence: The Case for ML Over Rule Engines Anders N. Why Procurement AI Is the Sleeper Category of 2025 Maja F. Mapping the European Supply Chain Software Stack Erik L. The Reverse Logistics Problem Is Bigger Than Anyone Is Admitting Maja F. Cold Chain Software: Underinvested and About to Break Open Erik L. Network Effects in Logistics: Rare, But Real Erik L. The Software Layer Above Warehouse Automation Maja F. What We Learned Deploying Fund I Across the Logistics Stack Erik L. Last-Mile Intelligence: Why Route Optimization Is Just the Start Anders N. Demand Forecasting: How ML Actually Works in Grocery and Retail Logistics Anders N. The Operator Advantage in Logistics Investing Erik L. Why Most Logistics Software Fails to Create Lock-In Maja F. AI in Logistics: The Layer Beyond Freight Visibility Anders N. Mapping the Warehouse Software Market in Early 2023 Maja F. Freight Visibility Is Not a Feature — It's a Foundation Maja F. The European Logistics Software Market at Mid-2022 Maja F. Portfolio Lessons from Year One of Deployment Anders N. How We Think About Freight Tech: Thesis Areas for 2022 Maja F. What the First Year Taught Us About Supply Chain AI Adoption Erik L. Supply Chain AI: Why the Next Decade Belongs to Software-First Operators Erik L. First Fund Close: What We Learned in the Fundraise Erik L. Our Thesis at Launch: Why AI Will Restructure European Logistics Erik L.