Deliver's founder admits their logistics model (distributed inventory) wasn't a unique insight; Amazon had already mastered it. The true innovation was recognizing that the rise of Shopify created a new, underserved market of small merchants. By aggregating their inventory, Deliver could offer them Amazon-level fulfillment infrastructure.
Large companies often focus R&D on high-ticket items, neglecting smaller accessory categories. This creates a market gap for focused startups to innovate and solve specific problems that bigger players overlook, allowing them to build a defensible niche.
After 9 months of stagnation, Deliver implemented two key changes based on customer feedback: a "Prime-like" badge to surface the value of fast shipping earlier in the funnel, and a flat-rate pricing model for predictability. These two changes combined created an immediate inflection point, leading to explosive growth.
In markets with poor infrastructure, such as Southeast Asia's incomplete address systems, building proprietary logistics is a key differentiator. Sea assigned its best talent to solve this "hard problem," creating a sustainable advantage over competitors by owning the customer experience from click to delivery.
Legacy industries are often slow to adapt due to inertia and arrogance, creating massive opportunities. Flexport built a simple duty calculator in three days that the entire trade industry adopted, proving that a startup's key to success can be entering a field where competitors are technologically complacent.
To scale, Deliver needed a self-serve system for a high-stakes transaction: taking custody of a merchant's entire inventory. They achieved this by building systems that fostered trust through radical transparency, like photo evidence for discrepancies. This proved self-serve can work for complex, high-trust sales.
The founders initially focused on building the autonomous aircraft. They soon realized the vehicle was only 15% of the problem's complexity. The real challenge was creating the entire logistics ecosystem around it, from inventory and fulfillment software to new procedures for rural hospitals.
Before launching, assess a product's viability by the sheer number of potential distribution points. Manufacturing and logistics are solvable problems if the market access is vast. This reverses the typical product-first approach by prioritizing market penetration from day one.
Before Province of Canada was their full-time focus, the founders ran a Shopify agency. This service business provided cash flow, deep platform expertise, and a testing ground for their ideas. It served as a real-world MBA, giving them the confidence and proof points to launch their own successful product brand.
Dominant aggregator platforms are often misjudged as being vulnerable to technological disruption (e.g., Uber vs. robo-taxis). Their real strength lies in their network, allowing them to integrate and offer new technologies from various providers, thus becoming beneficiaries rather than victims of innovation.
Seeing an existing successful business is validation, not a deterrent. By copying their current model, you start where they are today, bypassing their years of risky experimentation and learning. The market is large enough for multiple winners.