Let’s Talk Logistics

Matt Silver, built Forager, sold it, and is back with Cargado. This one gets into cross-border freight, near shoring, and what it actually takes to build freight tech. Sharp, honest, and worth a listen.

Key Chapters:

(0:00) Introduction and Background

(0:49) Matt Silver's Background and Career at Coyote

(1:23) Founding Forager and Its Evolution

(3:50) Starting Cargado and the Role of Technology

(7:39) Challenges and Insights in Freight Brokerage

(17:05) Building a Tech-Driven Freight Company

(26:28) The Impact of Tariffs and Near shoring

(30:57) US-China Trade Relations and Manufacturing Shifts

(35:48) E-commerce and Supply Chain Adjustments

(41:41) Series A Funding and Business Strategy

(56:43) Building a Successful Team and Business

#LetsTalkLogistics #FreightNews #FreightTech

​ChatGPT is getting a shopping cart. Leaked code points to a possible Shopify integration, letting users browse and buy products directly in the chat. No official confirmation yet, but the implications for e-commerce, logistics, and AI-driven retail are massive. We break down the clues, the stakes, and what it means if your go-to AI assistant starts selling.

Key Chapters:  

(0:00) Introduction and Overview

(1:02) Unpacking the Evidence

(2:30) Potential User Experience

(3:22) Public Reaction and Concerns

(4:08) OpenAI's Past and Future Strategies

(5:17) Competitive Landscape

(6:56) Impacts on E-commerce and Logistics

(10:47) Conclusion and Key Takeaways

#LetsTalkLogistics #ThisWeekinFreight #ChatGPTShopping #AICommerce #ShopifyIntegration #ChatGPTShopping #AICommerce #ShopifyIntegration

(0:00) Introduction and Background

(1:13) Eric's Background and JOC Overview

(5:07) Discussion on AI and Media

(6:38) Challenges in Journalism and Media Trust

(11:58) Impact of AI on Journalism

(26:18) Role of CEOs in Public Discourse

(32:31) Current State of the Logistics Market

(33:05) Impact of Tariffs on Competition

(35:39) Wall Street and Supply Chain Dynamics

(36:41) Logistics Expertise and Tariff Predictions

(40:31) E-commerce and Tariff Concerns

(50:52) Future of SaaS in Logistics

(59:27) Specialization and Career Advice

(1:03:44) Concluding Thoughts and Predictions

#LetsTalkLogistics #FreightNews #FreightTech #Tariffs #AIinMedia #SaaSInFreight #TruckloadMarket #ModernFreight

The 2025 3PL rankings are out, and the picture isn’t exactly pretty. Slower growth, shifting positions, and trade pressure are forcing even the biggest names to rethink their playbook.

Key Chapters:  

(0:00) Introduction to the Top 3PLs in North America 2025

(0:31) Current Market Overview and Key Players

(2:03) New Entrants and Market Dynamics

(2:42) Acquisition Activity in 2024

(4:08) Segment Analysis: Freight Brokerage and Contract Carriers

(5:37) Segment Analysis: Warehousing and Cold Storage

(6:40) Segment Analysis: Ocean and Air Freight Forwarders

(7:23) Trade Uncertainty and Economic Impact

(10:46) Future Outlook and Long-Term Projections

(12:14) Conclusion and Final Thoughts

#LetsTalkLogistics #ThisWeekinFreight #LTLNews #FreightRankings

(7:29) Agent AI and Its Impact

(13:04) AI in Logistics and Brokerage

(16:30) Future of AI in the Industry

(21:35) Opportunities for Mid-Market Brokers

(26:20) Challenges in Truckload Brokerage

(26:35) Future Plans for Vooma

(27:45) Jesse's Background and Journey

(30:14) Life in San Francisco

(33:07) AI and Logistics

(38:19) Building a Company with AI

(43:16) Predictions for AI Adoption in Logistics

(46:10) Lessons Learned in Building a Company

#LetsTalkLogistics #FreightNews #FreightTech #AgenticAI #FreightBrokers #LogisticsInnovation #SupplyChainAI #DigitalFreight

Key Chapters:

(0:00) Introduction and Background

(0:57) Meeting the Co-Founder and Early Ventures

(1:47) Transition to Law and Realization

(2:08) Starting the Company and Initial Struggles

(3:48) Challenges of Starting a Business in 2019

(4:00) Life in Virginia and College Days

(5:42) Defining FinTech and Payment Networks

(6:06) Brokerage Challenges and Financial Arbitrage

(14:07) Risk Management and Decision Making

(19:59) Future of Logistics and Partnerships

(27:20) Scaling with Technology and Automation

(31:56) Maximizing Productivity Through Team Size Management

(34:22) Managing AI Agents

(41:34) Employee Turnover and Workflow Improvement

(44:58) The Evolution of TMS and Industry Predictions

(50:45) LTL Market Dynamics and Broker Challenges

(56:15) Personal Insights and Future Plans

(59:52) Lessons Learned: Avoidable Mistakes in Business

#LetsTalkLogistics #FreightNews #FreightTech #CashFlowInFreight #ModernBroker #DenimVerified

Pat Martin, has helped turn Estes into the largest privately held LTL carrier in North America. Now he’s behind V53, a freight-focused VC fund backing software that actually gets used. This episode breaks down how Estes weathered Yellow’s collapse and a cyberattack in the same year, what most venture firms miss about selling to shippers and carriers, and why follow-through—not funding—is what separates the real players.

Key Chapters:

(0:00) Introduction and Background

(2:26) Differentiating EFW from Estes

(3:59) Pat Martin's Journey to Estes

(6:38) The Birth of V 53

(10:36) Venture Capital Insights

(24:16) Estes' Legacy and Private Ownership

(28:14) Current State of the LTL Market

(29:14) ESD's Performance and Market Dynamics

(30:09) Challenges in the LTL Industry

(31:37) Customer Expectations and Pricing

(33:18) Impact of Yellow's Closure

(36:02) Cyber Attack and Resilience

(39:38) Estes' Legacy and Success

(46:47) Future of LTL Pricing and Market Recovery

(52:09) Lessons Learned in Business

#LetsTalkLogistics #Estes #V53

DeJoy’s out. Commerce is circling. The USPS reorg just got a plot twist—and now a Wall Street exec wants to run your mail. Is this the start of privatization or just another political flex? Let’s get into it.

Key Chapters:  

(0:00) Introduction and Overview

(0:38) Trump Administration's Influence

(1:57) Union's Concerns and Legal Arguments

(3:15) Howard Lutnick's Vision for USPS

(4:19) Potential Changes and Challenges

(5:17) Financial Issues and Census Proposal

(7:38) Expanding USPS's Role

(10:38) Conclusion and Future Implications

#LetsTalkLogistics #ThisWeekinFreight #LTLNews ##USPS

#DeJoy #GovernmentReform #PostalService #Privatization

Reed Loustalot, went from ship posting to running marketing for one of the fastest-growing marketplaces in freight. Now, as CMO of Truck Parking Club, he’s tackling one of trucking’s biggest pain points—finding a place to park. We get into brand-building, distribution, and why attention is everything in logistics.

Key Chapters:

(0:00) Introduction and Background

(3:08) Truck Parking Club: The Airbnb for Truck Parking

(6:15) The Journey to Truck Parking Club

(7:31) Challenges and Growth in Truck Parking

(9:29) Innovative Solutions for Truck Parking

(17:25) Reed's Path to Success: From Brokerage to Marketing

(27:35) Starting the Hat Business

(28:23) The Power of Scarcity

(29:29) Accidental Marketing Genius

(30:52) Building Lost Freight

(42:36) Philosophy on Career and Family

(44:45) Future Plans and Reflections

(49:53) The Importance of Distribution

#LetsTalkLogistics #FreightNews #FreightTech #SupplyChainInnovation#LogisticsMarketing #TruckParking #TransportationTech

Dawn Favier, built GreenScreens.ai into a powerhouse in freight tech, and now Triumph Financial is acquiring it. We get into why GreenScreens wasn’t for sale, what made Triumph the right buyer, and how they built the industry’s most accurate AI-powered pricing.

Key Chapters:

(0:00) Introduction and Background

(0:36) Triumph's Acquisition of Green Screens

(1:21) Green Screens' Unique Selling Points

(3:21) Triumph's New Business Segment

(7:15) Dawn's Journey with Green Screens

(14:29) Raising Seed Funding

(18:06) Series A Funding Success

(21:17) Understanding Due Diligence

(26:02) Private Equity Exits and Recapitalization

(26:32) Bootstrapping and Fundraising Challenges

(26:57) Building and Managing Teams

(28:03) Green Screens Origin Story

(35:18) Navigating the Pandemic

(40:26) SaaS Metrics and Fundraising

(49:54) Lessons Learned and Future Plans

#LetsTalkLogistics #FreightNews #FreightTech #SupplyChainInnovation #AIinFreight #LogisticsLeadership #SaaS