Signals & Switches · Jun 12, 2026
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Armstrong and Associates just published the 2025 rankings. Amazon is the world's largest 3PL. By a factor of five. Before ASCS launched. And what twenty-three earnings calls didn't say.
Signals & Switches | Intelligence & Infrastructure
by Paul Tonsager
(This article was written with the help of AI, but all editing, analysis, commentary, & opinion are mine.)
The control was hidden in plain sight. ASCS is the announcement. The arrival happened three years ago.
Two weeks ago, I argued in this newsletter that ASCS pricing rests on two structu…
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