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In this episode of The Negotiation, we speak with Hendrik Laubscher, CEO, and Founder at Blue Cape Ventures. Hendrik has made a career advising brands, investors, VC, and hedge funds to see the future of e-commerce and logistics, so naturally, he has been rather obsessed with how it all works in China. We compare JD’s and Cainiao’s logistics and how they can accomplish their lighting fast delivery times when compared to North America and what those North American companies can possibly learn and integrate from the way they operate. We discuss the much-anticipated IPOs of JD and Cainiao and whether it will change their operations in China, the impact of the Belt and Road Initiative, and why Q4 just might be the most important quarter of the last 20 years for all e-commerce companies who better make sure they get their houses in order now with regards to logistics. Enjoy.