Bill Driegert

EVP @datfreightteam. Working to make Freight easier. Convoy Platform, Carrier, and Shipper at DAT.

[Bill Driegert @BillDriegert]

@maybedanielleee I can attest that is not the case. Convoy Platform has the best fraud technology in the market with the highest quality small carriers in the market, and I'm happy to walk you through our capabilities. I'll be at MATS, let's connect.

[DAT Freight & Analytics @datfreightteam]

Hey @freightalley, thanks for the feedback. We are making a small adjustment to make it even clearer that Section 2 (the referenced section) of the Product and Delivery Schedule only applies to brokers using the Convoy Platform. Thanks again for pointing out that some people may have misunderstood the Schedule – we’re very excited about our recently signed FreightWaves-DAT affiliate partnership. We’re excited to continue serving carriers

[Ken Adamo @thefreightnerd]

On this lovely Friday morning in Ohio I decided to do the most terrifying thing an analyst can do: publish 52-week technical forecast during a major market disruption.

Ratecast by @datfreightteam is truly the best long-term forecasting engine in the space. It did remarkably well during 2025, but to be fair there wasn't much happening.

Here's what the model is thinking for dry van spot rates for the balance of 2026. Again, this is an unaltered technical forecast so treat it as such.

[Pythia Cap: Partially Conductive @PythiaR]

No you see a karaoke machine company said they vibe coded freight forwarding and that caused $CHRW to crater which caused degrossing across all industrials that then spilled over into everything else & caused retail to panic sell and that’s how we got the Great Depression of 2028

[Bill Driegert @BillDriegert]

So let me get this right, CNBC's thesis is that a company pivoted from in cab Karaoke (Algo-"rythm", get it?) to AI Dispatching and thereby CHRW lost $6B in market value?

https://t.co/6lNyKLJder

[Ken Adamo @thefreightnerd]

Broker gross margin update for December 2025

GM per Load: $189.47 (-$.32.81 MoM)
GM Percent: 9.91% (+221bps MoM)
Length of Haul: 710 (Unchanged MoM)

Sample size: 933k loads from 446 companies

I want to caveat this by saying that I'm a certified non-alarmist. That aside, this data is crazy and my channel checks have verified that brokers are seeing this in reality.

What's wild about this data? For starters, gross margins under 10% are concerning and very rare at an industry level. Generally when we see GM % this low, it's because rates are high and the GM per load is up. Compare December of 2021 as example where GM % was ~11% but GM per load was over $250.

Not only are we underperforming those margin levels, but brokers are also netting nearly 25% less gross profit per load than other high-rate environments.

The tl;dr here is that a combination of seasonality, weather, and constrained capacity seems to have put brokers who are balanced towards contract in a bind.

p.s. If you drill into reefer margin data, it's even more bananas. But that's a story for a different time.

[Bill Driegert @BillDriegert]

It was pretty cool to see LTA's Pathfinder 1 cruising around on a beautiful SF morning.

[Bill Driegert @BillDriegert]

@JeffDean @Waymo Marin next please. 🙏

[Bill Driegert @BillDriegert]

@TimothyDooner OK, but I want to see how many he can stack

[Bill Driegert @BillDriegert]

@thefreightnerd … and the last day of summer is 9/22, so we’ve got plenty of time for more crazy, yet.

[Bill Driegert @BillDriegert]

I joined Nate and Ben on @Freight_360 to discuss DAT's Convoy Acquisition.

Check it out

Transforming Freight Automation | Episode 306 https://t.co/J1prUNu2h1 via @YouTube

[Bill Driegert @BillDriegert]

They are complementary products. Convoy Platform is ideal for loads that can be fully automated, and carriers love it because they can manage the full load execution through the platform. The DAT marketplace still has more loads, more carriers, more of everything, but it requires more manual engagement per load. We expect brokers carriers to dial they're processes in to use as complementary tools.

[Bill Driegert @BillDriegert]

Read my views on DAT's acquisition of Convoy Platform. TLDR: We're here to lead the future of freight tech, and it's going to be awesome.

Here Comes the Future of Freight Tech https://t.co/yXeWGaHu69 via @LinkedIn

[Bill Driegert @BillDriegert]

@TimothyDooner Bay Area and Seattle tied. Seattle most beautiful and great QoL, Bay area, even better QoL (surfing, biking, hiking, wine, car culture, startup ecosystem, etc) but outrageous cost.

[Bill Driegert @BillDriegert]

@TimothyDooner All 50. Most multiple times. Life on the road!

[Bill Driegert @BillDriegert]

@FreightAlley Well this made my day. Thank you Craig. Jeff's built an amazing team here, and this is a new DAT. Every conversation I've had with this team just makes me more excited for what's to come.

[Ryan Petersen @typesfast]

Big news we announced yesterday: Flexport has sold the Convoy Platform to @datfreightteam. This is a massive win—for Flexport, DAT, the Convoy team, and the freight industry.  🧵

[Bill Driegert @BillDriegert]

@TimothyDooner @Jordevant @trentzuberi Where we doing this? I got a space + equipment to jam out here in SF. Anytime.

[Convoy Platform @convoyplatform]

🚨 New partnership: @PortTMS & @MyFreightWorld are joining the Convoy Platform ecosystem!
Port TMS brokers can access our nationwide carrier capacity and automation to scale confidently.
Want in? Contact your Port TMS manager or visit: https://t.co/sWcESkTx8C