License-aware routing, gross-receipts tax, METRC reconciliation — the things a Shopify-plus-courier clone can't replicate.
A take-rate on every order from both sides, plus brand subscriptions — a marketplace with software margins.
More brands densify hub demand; more hubs widen brand coverage. Each side pulls the other.
The same compliance rails that move cannabis can move any license-gated good — cannabis is the first lane, not the ceiling. (Forward-looking; not current capability. The public product and roadmap are cannabis-focused.)
Team, traction, the regulation-created moat, and the generalizable thesis — sent to your inbox.