PSLATTS

[PSLATTS @pslatterywalker]

@FreightWaves @FreightAlley Would you say this additional capacity puts a cap on LTL rates? And what effect if any would this have on broader TL market?

[PSLATTS @pslatterywalker]

@grok @adeoressi @DrJesseMorse @GoSkunkBearGo maybe worth looking into for AVO

[Awni Hannun @awnihannun]

Adopting Claude speak in my regular life, episode 1:

Partner: Did you do the dishes tonight?
Me: Yes they're done.
Partner: Why are they still dirty?
Me: You're right to push back. I didn't actually do them.

[Jermaine Curtis @JermaineCurtis]

Watching UCLA get eliminated today brought back some memories.

When I played at UCLA, we lost to a team we should have beaten on paper.

Season over.

I remember being shocked.

Then I learned one of the most important lessons baseball can teach:

The game doesn't reward potential.

It rewards performance.

Nobody gets extra runs because they're ranked #1.

Nobody advances because they're supposed to win.

Nobody gets a pass because they had a great season.

You have to earn it every single day.

That's what makes baseball beautiful.

And brutal.

The best team doesn't always win.

The team that performs usually does.

Tough ending for the Bruins.

Credit to St. Mary's.

They played great baseball and earned the opportunity to keep playing.

Thank you for reading,
Jermaine Curtis

[PSLATTS @pslatterywalker]

@FreightAlley If SCOTUS decision viewed as increasing barriers of entry thus more consolidation for megacarriers - then multiples should in theory increase too, this in addition to earnings, i.e. question isn’t this quarter or next, it’s weighing the long term structural impact

[PSLATTS @pslatterywalker]

@drewfallon12 Drew did this get done? If so what valuation? $3-4bn? Thanks!

[PSLATTS @pslatterywalker]

@futureman1977 I would follow @FreightAlley if you are looking at freight - right now asset trucking companies might be better positioned than rail.

[PSLATTS @pslatterywalker]

@futureman1977 $DDOG ?

[PSLATTS @pslatterywalker]

@FreightAlley Craig will you be speaking at the Wells Fargo Industrial conference in Chicago? Looking ahead what other catalysts are between now and Q2 earnings for the public trucking cos

[PSLATTS @pslatterywalker]

@airjordankix @jimcramer Get some @GoSkunkBearGo

[PSLATTS @pslatterywalker]

@jimcramer Jim - Any parallels to $NOW or other software cos? I know your boy Jensen loves the ServiceNow!!

[Charlie Hills @charliejhills]

Everything Google announced at I/O 2026.

Plus the ones I'd keep an eye on:

1. Core AI Models

✦ Gemini 3.5 Flash: 4x faster, built for agents
✦ Gemini 3.5 Pro: major improvements, out next month
✦ Gemini Omni: world models, any input to any output

Gemini Omni handles video editing, audio, and images all in one thread. This is Google's true multimodal model.

2. Agentic Era

✦ Gemini Spark: 24/7 AI agent on a virtual machine
✦ Gemini for Mac OS: local file access and dictation
✦ Daily Brief: inbox and calendar into one digest

Gemini Spark is Google's answer to OpenClaw. It runs in the background and handles long tasks for you.

3. Search & Commerce

✦ Generative UI: search builds custom widgets live
✦ Search Agents: create and run tasks at scale, 24/7
✦ Universal Cart: tracks drops, checks compatibility
✦ Agent Payments: AI buys under your defined rules

Search Agents don't find information anymore, they act on it. Google Search became an employee.

4. Hardware

✦ Audio Glasses: Gemini, hands-free, this autumn
✦ AR Display Glasses: live translation and overlays
✦ Android XR: new spatial computing platform

Audio Glasses are the sleeper hit here. Hands-free Gemini in your ear, no headset, shipping this autumn.

5. Creative & Productivity

✦ Google Pics: image editing with object-level control
✦ Stitch: AI UI design from a prompt or voice
✦ Docs Live: speak, Gemini formats the doc live

Doc Live lets users to "brain-dump" ideas verbally to Gemini to generate and format documents in real time

6. Developer Tools

✦ Agent-First IDE: built for multi-agent orchestration
✦ Subagents: 93 built a full OS in 12 hours for $1k

Google's Agent-First IDE is a new standalone desktop application designed for multi-agent orchestration.

7. Infrastructure

✦ TPU 8th Gen: 3x stronger, 1,500 tokens per second
✦ SynthID: watermarking expanded to 100B+ outputs

OpenAI and NVIDIA are adopting Google's SynthID watermarking standard. This is a rare moment of cross-company collaboration on AI transparency.

8. Science

✦ WeatherNext: Cat 5 hurricane predicted 3 days early
✦ Isomorphic Labs: AI accelerating drug discovery

WeatherNext predicted a Cat 5 hurricane strike three days early. This is AI doing something important.

Google is building AI that acts, not AI that answers.

The agents run in the background.
The shopping gets delegated.
The brief writes itself.

Your job is deciding which tasks to hand over first.

Repost ♻️ to help someone in your network.

P.S. Which one changes your workflow the most?

[PSLATTS @pslatterywalker]

@FreightAlley @GasBuddyGuy What I think is not being said is that a large part of the cost base is fixed. This excess revenue starts falling straight down to the bottomline.

[PSLATTS @pslatterywalker]

@FreightAlley Craig are you hearing if shippers are renegotiating their annual bid rates? Or what circumstances would this happen? Otherwise the large carriers don’t participate materially until next year

[PSLATTS @pslatterywalker]

@FreightAlley $KNX still top pick? How quickly can they renegotiate their contracted rates? I think low teens % was > # of spot loads vs contracted. Annual renewals are usually Q1…

[PSLATTS @pslatterywalker]

@InsAgencyOwner @FreightAlley @TheLastRefuge2 You just look at their CSA scores

[PSLATTS @pslatterywalker]

@FreightAlley Craig wouldn’t you want to buy $CHRW on this? Surprised it’s down… I mean sure the asset based carriers home run but the compliant brokers should be huge winners too

[PSLATTS @pslatterywalker]

@FreightAlley Craig… more flatbed tailwinds in South LA

https://t.co/cYpNtDWVAE

[Muskonomy @muskonomy]

NEWS: Reports suggest SpaceX may be planning a massive 136,000-acre campus in Louisiana, potentially the biggest land deal yet for the company.

The rumored site near Pecan Island and Freshwater City in Vermilion Parish would cover roughly 212 square miles, dwarfing SpaceX's current Starbase facility in Texas.

Local real estate insider Jim Keaty of Keaty Real Estate has been digging into the rumor after dozens of clients started asking about it.

No official documents have surfaced yet, but a few sources are quietly confirming the deal.

A Louisiana Department of Wildlife and Fisheries employee reportedly said Governor Jeff Landry visited the site during Easter week.

Earlier reports pointed to a smaller 30,000-acre purchase near Freshwater City for a potential spaceport. The location offers remoteness, barge access for moving rockets and proximity to rocket fuel resources.

It also lines up with the aerospace incentive bills currently moving through the Louisiana legislature, which target companies investing $1 billion or more.

Louisiana already has a strong aerospace base with NASA's Michoud Assembly Facility in New Orleans, an 829-acre complex employing roughly 3,000 people that has built rockets for over 60 years.

If confirmed, this could become one of the largest private land purchases in Louisiana history and a major expansion for the SpaceX-xAI combined company, which is also gearing up for what could be the largest IPO ever in mid-2026.

Source: keatyblog(dot)com

[PSLATTS @pslatterywalker]

@FreightAlley @FreightWaves Thanks. Only a matter of time until this translates into fleets more buying trucks from dealerships… will be interesting to hear from Rush today after the bell.