freightkidd
494 posts
freightkidd
@freightkidd
freight tech afficianado. head of product at Alvys. CDL A driver. opinions my own.
Beigetreten Ocak 2021
554 Folgt537 Follower
@dartinguphill you meant to say contract rates are only as good as the stock market is shifty... right?
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Carrier relationships are only as good as the spot market is shifty.
Understand this.
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freightkidd retweetet
Think it. Say it. Done.
The average person spends 3 hours typing + switches 1,000 tabs per day.
That ends today.
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RT + Comment "Lemon" to get free access for 30 days.
(must be following so I can DM you)
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@DeenG797916 @FreightAlley $6500 KY-NC. 500 miles. Saturday pu for Monday evening delivery. 🙃
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Midwest weather is nearly perfect today and brokers are still having problems finding trucks.
Market tightness is not a weather phenoma
Thomas Strang@BigTstrang83
@FreightAlley Yeah I'm a broker, somehow my x account (@Tstrang83) got hacked and I'm locked out so miss interacting with Freightx. Have some out of Waterloo to cover that i actually dropped some big rates on (what seemed like big rates lol) and crickets. St. Louis has been tough today too.
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@FreightAlley what happens when one of these have a large claim on an uninsured truck? just close that business and move to the next one?
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One of the dirty secrets is that many non-compliant trucking fleets own far more trucks than they insure.
Example: own 25 trucks, but only 5 of them have active policies.
If something goes wrong, it doesn't matter.
Their owners are foreigners that keep most of their assets beyond the reach of US authorities or courts.
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there is a good bit of nuance here. while certain noncompliance vectors have been identified as potentially massive (anyone's guess as to the exact scale), enforcement has been minimal (supported by the data you cite).
i believe both of these things can be true at once. the problem could be so large that if enforcement was evenly applied, there would be too much disruption. it seems they have opted for selective enforcement to mitigate disruption. imo enforcement to date has only been a shot across the bow, not a full-scale commitment to enforcement of the law...
Ken Adamo@thefreightnerd
We're now several months into the ELP, non-domicile CDL, and trucking immigration policy shifts. I know that a lot of folks are talking about potential impacts and sizing the population of drivers that could be removed from the market. That being said, the impact thus far can best be described as nearly nonexistent. Rates are outpacing prior year by a few pennies. Some carriers have left the market, but not a bunch. There have been a few thousand OOS violations. Highway safety and crash data hasn't shown any marginal improvement. I genuinely wonder how long we need to wait to see significant impacts before starting to question whether the actual size of this problem was much smaller than some have claimed.
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first the carriers are squeezed. then the brokers are squeezed. how much longer?
Ken Adamo@thefreightnerd
Broker gross margin update for October 2025 GM per Load: $208.25 (-$7.28 MoM) GM Percent: 11.58% (-57bps MoM) Length of Haul: 713 (+9 MoM) Sample size: 1.2m loads from 440 companies As an added note to this month's data, 12% is generally considered the minimum gross margin percentage for a brokerage to run profitability over the long term. The industry as a whole running at these average margin levels without a commensurate increase in volume is a perilous place to be for any significant length of time.
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Tell of two markets:
LTL rates (yellow) vs. truckload (blue) spot rates since 2021.
Truckload has experienced a bottomless pit of new drivers entering the market, while LTL carriers won't hire inexperienced drivers and enjoy far better barriers to entry vs. truckload.
Freight rates reflect that.
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@dartinguphill @FreightAlley so we've solved the driver shortage AND the truck parking shortage?
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@FreightAlley i just pulled into a truck stop that is only half full compared to me landing here 2 months ago
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Reddit will eventually figure it out, well before LinkedIn does
Trucking Made Successful@TMSuccessful
FreightX knows what’s going on
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@Codie_Sanchez what's the most effective way for that last person to operate?
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You need 3 types of people in your company in order to win:
- someone who is shamelessly obsessed with selling your product, even before it is really ready
- someone who never thinks it's ready and will keep making it better to catch up
- someone who is obsessed with your customer and won't shut up about what else they need
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@garrett_makes end-to-end, no. but it also depends what "your core responsibilities" are
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Logistics AI is the same as the Digital Freight Brokerage bubble.
There's a lot of awesome tech out there. Most of it won't see another 5 years. The reality is that a lot of things are still better handled by humans in seats.
AI has and will continue to drastically boost the performance and efficiency of humans, but it's not automating end-to-end freight within the next 5 years. Not on a scale that will change your core set of responsibilities.
Someone prove me wrong.
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I’ve said it before, and I’ll say it again: RFID in the trailer yard is on its way out. Many operations I speak with are frustrated and looking to make a change, but confronted with the sunk cost fallacy. Companies are beginning to rip off the bandaid and make changes.
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@petergyang set claude code /output-style to 'learning' and see what happens. either ngmi or will learn.
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If you had to teach someone busy to become technical from scratch in as short a time as possible, how would you do it today?
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Did you know that there is a shortage of driver shortages?
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coming very soon to bitchat: location chat. chat with anyone in nearby regions (block/neighborhood/city/region/country). or teleport to anywhere in the world via a geohash.
it works by using geohashes to map the world into chat channels, uses a new pseudonym per geohash for privacy, and decentralized relays to propagate (via nostr).
in app store review.
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Hey freightX, any good TMS’s out there for intermodal carriers? Have someone in mind needing to do multi leg shipments across truck and rail
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@maybedanielleee no amount of "operational excellence" can overcome the headwinds of an archaic tech stack. to exist as a carrier in 2025 and beyond, your tech stack must meet evolving customer and driver needs while providing more realtime metrics across business segments.
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“competent leadership” and “operational resilience” defeated by a 35 year old TMS is the real story here…
maybe danielle 💻🚛🇺🇸@maybedanielleee
Carroll Fulmer cites its closure to ongoing litigation, but also cites broader economic pressures and the instability of the post-COVID years. This was a 71-year-old company with deep roots in the industry. You don’t endure for that long without competent leadership and operational resilience. To suggest this is solely about lawsuits oversimplifies a far more complex, and troubling, shift. We see it. We feel it. We ALL know what the shift is. Industry power players are no longer standing behind the very carriers they once championed. It’s heartbreaking. And it’s infuriating.
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