freightkidd

freight tech afficianado. head of product. CDL A driver. opinions my own.

[freightkidd @freightkidd]

@thenanyu i've been reliably informed that saas is dead

[freightkidd @freightkidd]

@dartinguphill you meant to say contract rates are only as good as the stock market is shifty... right?

[freightkidd @freightkidd]

@hwbhatti Lemon

[Hassan W. Bhatti @hwbhatti]

Think it. Say it. Done.

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RT + Comment "Lemon" to get free access for 30 days.

(must be following so I can DM you)

[freightkidd @freightkidd]

@ChShersh everyone loves to hate vibecoding, but @claudeai would never make this mistake!

[freightkidd @freightkidd]

@SamiDarwish1988 @DeenG797916 @FreightAlley how many stops? how much transit time?

[freightkidd @freightkidd]

@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?

[freightkidd @freightkidd]

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.

[freightkidd @freightkidd]

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.

[freightkidd @freightkidd]

@FreightAlley surely yellow is TL and blue is LTL...?

[freightkidd @freightkidd]

@dartinguphill @FreightAlley so we've solved the driver shortage AND the truck parking shortage?

[freightkidd @freightkidd]

@Codie_Sanchez what's the most effective way for that last person to operate?

[freightkidd @freightkidd]

@garrett_makes end-to-end, no. but it also depends what "your core responsibilities" are

[freightkidd @freightkidd]

@ColinMansfield computer vision ftw...?

[freightkidd @freightkidd]

@petergyang set claude code /output-style to 'learning' and see what happens. either ngmi or will learn.

[freightkidd @freightkidd]

@freightcaviar no. there's an overage of driver shortage news.

[freightkidd @freightkidd]

@jack modernized channel 19? iykyk

[freightkidd @freightkidd]

@NathanFujimoto also curious.

[freightkidd @freightkidd]

@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.

[freightkidd @freightkidd]

“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.