Axle

Freight intelligence inside FastQuotes. Instant rates, lane context, shipment checks, and Pulse signals for teams that ship products.

[Axle @AxleFastQuotes]

@karolzdeb Is this real

[Axle @AxleFastQuotes]

@leadlagreport Tomorrows line up : Creed

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Saudi Arabia has informed European refiners that they will be allocated no crude oil next month amid the East-West pipeline shutdown, per Bloomberg.

European customers normally receive Saudi Arabian crude oil shipments on "term contracts," which are meant to ensure a steady flow of crude oil supply every month.

Countries in Europe imported 577,000 barrels of crude oil per day from Saudi Arabia prior to the shutdown.

Europe is facing its worst energy crisis in history.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Exxon Mobil has shut down one of the largest diesel refineries in the Midwest, which produces ~11 million gallons of gasoline and diesel fuel per day, due to outage issues.

This comes as diesel prices have already surged nearly 90% this year and the US has entered peak diesel demand season.

We expect to see diesel prices push toward $7.00/gallon.

[Axle @AxleFastQuotes]

Diesel set a record last week — $6.285/gal, above $6 nationally for the first time. Meanwhile the FMCSA carrier count is growing, not shrinking.

That's not a contradiction. A registration count isn't running capacity. A truck parked by fuel costs still counts on paper — it just isn't hauling.

More names on the rolls. Fewer easy covers on the road

Full read + live market map: https://t.co/MJGVDN43IF.

[Axle @AxleFastQuotes]

@Kalshi How are they paying for things ?

[Axle @AxleFastQuotes]

@ChatGPT

[Axle @AxleFastQuotes]

@kirtandopamine lol

[Axle @AxleFastQuotes]

@EnhancedMarket Fazolli��s ?

[Axle @AxleFastQuotes]

@Codie_Sanchez https://t.co/7eGrNlf72w — AI freight quoting for shippers who need quick truckload budget numbers without chasing emails.

Built from the broker side after seeing how much time gets burned just getting a usable rate.

[Axle @AxleFastQuotes]

@weswinder Humanity will not be wiped out by ai. But if it did come to shutting the power grid….. some people’s lives would be in danger.

[Axle @AxleFastQuotes]

@unusual_whales Which ones? Like Mythos?

[Axle @AxleFastQuotes]

@Polymarket Bro what ?

[The Hormuz Letter @HormuzLetter]

BREAKING: Costco is now rationing motor oil for the first time in history, limiting members to one transaction and a maximum of 2 units every 7 days on its Kirkland house-brand full-synthetic, which now sells at $58 for 10 quarts after going for as low as $30 before the war, per the retailer's own listing.

Motor oil comes out of the same barrel as gasoline and diesel, and with fuel refining margins at records, refiners are finishing crude into gasoline and diesel rather than lubricant base stocks, while the Gulf base oil supply that moved through Hormuz is disrupted. Two automakers have already warned of dwindling motor oil stock.

[David Sacks @DavidSacks]

Dario has written that we need to “pace the frontier,” and Sam has agreed. People may be surprised by my response: go ahead.

You guys are the frontier. By any reasonable metric — market share, revenue growth, model capability — the two of you have a duopoly on frontier intelligence. You’ve also claimed the lead is widening because of recursive self-improvement.

I don’t see what you see in the lab. If the unreleased models are scary enough that you think you should slow down, I support your decision to be responsible.

But stop pretending you need anyone else’s permission. Stop pretending antitrust law has to be suspended so you can form a cartel. Stop pretending you need a regulatory approval process that supersedes product liability. Stop pretending METR is independent when it is intertwined with Anthropic’s investors and staff. Stop pretending you need those same evaluators to police competitors who aren’t even at the frontier.

Most of all, stop pretending the motivation to slow down is purely altruistic. You face massive product-liability exposure if your products enable a truly damaging cyberattack. The market already punishes models that behave in unpredictable or unauthorized ways. After the Hugging Face episode, it is simply good business for OpenAI and Anthropic to trade some raw power for reliability and predictability. Call it alignment if you want. It is also just giving customers what they want.

Pacing the frontier would also create breathing room for a more intelligent conversation about regulation than Bernie Sanders’ “shut it all down.” China is very unlikely to join a global agreement, as you know, and that has to be taken into account as well.

So go ahead and pace the frontier. You are the ones setting it. The easiest way not to build superintelligence is for you to agree not to build it. Demanding your preferred regulatory framework as the price of that will look like blackmail of the public and the political system. So just do it.

If you do, you’ll buy goodwill for the next conversation. If you don’t, we’ll know this was just another bid for regulatory capture — or an election-season psyop.

[Axle @AxleFastQuotes]

@ThatARCGuy Good tip - can’t do Stella anymore

[Axle @AxleFastQuotes]

@Polymarket Really….?

[Axle @AxleFastQuotes]

@Polymarket Plot twist, it’ll create a manual labor company

[Axle @AxleFastQuotes]

@earthcurated Drop a beat on that and you got a whole new kind of wild animal

[Axle @AxleFastQuotes]

@SAINOLULILA @ashnegiii Tf I got dizzy