

Matt Silver
15.6K posts

@MattSilver
I believe technology will change how freight moves. Building Cargado. Former founder/CEO of Forager 🇺🇸 🇲🇽 🇨🇦 (acq'd in Jan 2022 by Arrive Logistics).



According to Mr. Hank Johnson Jr., the requirement that truck drivers speak/read English "has nothing to do with safety and everything to do with shutting out qualified drivers." He refers to Delilah's Law as an "Anti-worker bill." I am anti-push American truck drivers and companies out of the industry, while bending over backwards to make sure the industry is flooded with foreign companies and unqualified slave labor!!!!

Carrier411 is not a service for carriers. Every day, carriers try to sign up for Carrier411. They also try calling our office because they get turned down for loads by our broker customers. Carriers are prevented from creating accounts. Our phones won't even ring when they call. Blocked automatically. We see it all.

It is not just capacity. Freight demand is at the highest levels in years. freightwaves.com/news/truckload…

Nadella paid $650 million to acquihire Mustafa Suleyman and 70 Inflection employees in March 2024. The job: make Copilot the AI product that justifies Microsoft’s infrastructure bet. Two years later, Suleyman no longer runs Copilot. The corporate framing is generous. “Freed up to focus on superintelligence.” The numbers tell a different story. Microsoft 365 has 450 million paid commercial seats. After two years on the market, during the largest AI hype cycle in history, Copilot converted 15 million of them. That’s 3.3%. At $30/user/month, those seats generate roughly $5.4 billion annually. Microsoft spent $37.5 billion on AI infrastructure in a single quarter. The competitive data is worse. Recon Analytics surveyed 150,000+ enterprise users in January 2026. Copilot’s paid subscriber share dropped from 18.8% to 11.5% in six months. Gemini passed it in November. The most damning finding: 70% of users initially preferred Copilot because it was already embedded in their Office apps. After trying ChatGPT and Gemini, 8% kept choosing it. That 70-to-8 drop is the number that explains this entire reorg. Microsoft has the greatest distribution advantage in enterprise software history, and 90% of users leave after trying the competition. So Nadella hands Copilot to Jacob Andreou, a former Snap executive. You bring in an eight-year consumer growth operator when the problem is adoption, not science. And Suleyman gets “superintelligence”: no shipped product, no revenue target, no quarterly earnings call where an analyst asks about the 3.3%. The $650 million acquihire just became the most expensive research fellowship in tech history.


Ali Ghodsi, the cofounder and CEO of Databricks, says Zoom has a massive chance to build an AI-first product, that could seriously disrupt the traditional enterprise SAAS. Because it sits on the largest datasets of meeting videos and transcripts. The big pain in enterprise software is data entry and coordination. Zoom already sits on the raw input: every customer call and internal meeting, plus the video, audio, and transcript. If Zoom can reliably pull out decisions, context, and action items, then write them back into the right system of record automatically, as an AI-first workflow layer, it becomes the front door for work. That would replace lots of separate SAAS tools that exist mainly to collect notes and updates. --- Video from 'Bg2 Pod' YT channel (link in comment)


Recent earnings call, Aneel Bhusri of Workday says startups with AI agents are "parasites" This is what system of record incumbents really think of startups. The war is just beginning. The facts: the user data belongs to the users, not the incumbent software vendor.










@MattSilver creating a spam call bot to give @Andrew_Silver7 feedback on his podcasts may be the funniest use of Claude that I’ve heard.


