[rocket_surgeron]

>In the real world with thriving economies, there will be smaller, underdog players already operating. Maybe they are regional, or maybe they have a slower/smaller fleet.

Yes. I use them every day. I send million of dollars of aerospace equipment to and fro every year using 3PL, none of which are UPS or FedEx or the USPS.

There are thousands of 3PL firms, each competing with each other.

If you search "full truck" and/or "intermodal" and "logistics" I guarangoddamntee there are a dozen within 50 miles of your zip code.

> They just need to raise capital to expand rapidly.

LOL

If my preferred smaller logistics firm (Polaris) was given eleventy-billion hexaseptillion dollars it would take two years at a minimum just to lease the aircraft, airport slots, and facilities needed to compete with a single-digit percentage of UPS's network.

Again, the fact that people think that smaller underdog competitors to UPS don't exist is a glaring, supermassive-black-hole-sized blind spot that pseudo-capitalists have.

[nine_zeros]

Once again, your understanding of this is based on single anecdotal experiences.

In a thriving economy, there will be multiple underdogs, all competing for different segments of the market. Each one of them will eat market share - which will lead to UPS losing some customers at first. Then, if they can keep nibbling at the market share until they keep acquiring more customers.