2) They are starting to look more like operating systems. In theory, any user will be able to use them for shipping and any developer can write apps to run on them.
3) Watch for 4 phases:

1) Build out the physical infrastructure (warehouses, delivery hubs, trucks)

2) Digitize, standardize and connect the system into one physical-digital hybrid network.

3) Open the platform and data to developers & user groups.

4) Add AI and automation.
4) China is almost done with Phase 2.

SE Asia is moving fast in Phase 1 (powered by China capital and tech).
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