The shipping industry is ripe for innovation all over, and of course it's been driven by innovation for decades, at least since the 1950s when the shipping container was invented.
The trucking industry will absolutely see several new billion-dollar companies emerge in the near future. If I were investing in a startup, though, I'd want it to be run by founders with a background in trucking, shipping, and/or logistics.
If the only experience either founder has is one of them working a summer job at his uncle's company delivering office supplies, I'd be a bit wary. Between Lewis & Goodale, they've run a game studio, a natural-language processing startup, and had various software development roles.
You could argue that Uber broke into a blue-collar market without any experience, but they had the general public as customers, The trucking industry is a very insular place, they're going to need to get a co-founder who comes from the world they're trying to break into.
The trucking industry will absolutely see several new billion-dollar companies emerge in the near future. If I were investing in a startup, though, I'd want it to be run by founders with a background in trucking, shipping, and/or logistics.
If the only experience either founder has is one of them working a summer job at his uncle's company delivering office supplies, I'd be a bit wary. Between Lewis & Goodale, they've run a game studio, a natural-language processing startup, and had various software development roles.
You could argue that Uber broke into a blue-collar market without any experience, but they had the general public as customers, The trucking industry is a very insular place, they're going to need to get a co-founder who comes from the world they're trying to break into.