I believe technology will change how freight moves. Building Cargado. Former founder/CEO of Forager 🇺🇸 🇲🇽 🇨🇦 (acq'd in Jan 2022 by Arrive Logistics).
Joined February 2009
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4 Mar 2025
Imagine you're the CFO of a Fortune 500 manufacturer who relies heavily on manufacturing in Mexico.
You've bought into the nearshoring trend, or maybe even helped establish it decades ago.
You just got hit with tariffs on imports from Mexico and Canada and your margins are about to be torpedoed.
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Jun 12
Waiting on @mumfordandsons to start at Wrigley Field post-storms/tornados.
Guessing we’re going til 1am. And starting with “After the Storm”.
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Jun 9
Well hello, northbound Mexico rates.
Between the Supreme Court ruling and 3,200 B1 drivers being pulled off the road, rates are popping off.
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Jun 8
Imagine you're doing business with a logistics company that ended 2025 with:
• $346,000 cash in the bank
• $2.9 million of short-term debt
• A $7.9 million annual net loss
• Negative operating cash flow
• An auditor warning of "substantial doubt" about its ability to continue as a going concern
Would you want to know?
Not saying you should stop doing business with them.
Not saying they're going bankrupt.
Just saying financial statements matter more than press releases.
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Jun 9
@grok what publicly traded freight/logistics companies on NYSE and NASDAQ fit this profile?
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Matt Silver retweeted
I listened to this episode of The Freight Pod when it came out last March, but @MattSilver reminded me that I needed to rewatch it.
The message within is very relevant for where we are in the industry right now. The freight brokerage of 10 years ago is certainly not the norm of what we have operating today.
"Their idea was if they write an app that can move freight with no hands, you don't have to pay the people. So you don't need a margin basically, or you need a very small margin, but that's not what brokerage is."
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Jun 5
It was either @FreightAlley flying by or it was his posts about what’s happening to the freight market.
🚨BREAKING: 🚨
Hundreds of reports have poured in from Tennessee yesterday regarding a sonic boom heard from Knoxville and Maryville to Sevierville, Morristown, Chattanooga, and the surrounding region. This picture is from a resident of the aftermath. @timburchett any idea?
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Jun 5
I was asked to fly back to SF for a follow-up partner meeting.
Got to their office and it was some junior associate who let me in and led me to a conference room with a big screen.
All the partners were on that screen. It was just me, one person from my team, and that associate in person.
Jun 2
I was once pitching in a board room at a top 3 VC firm for a $15M Series A.
12 people in the meeting. One of the GPs fully fell asleep. Out cold for 30 minutes. Nobody acknowledged it. Everyone just kept going.
I kept presenting my Series A slides to an unconscious man in a Herman Miller chair and somehow that was considered normal. That's venture capital.
You might fly across the country to perform for people who may or may not be conscious.
It's a dance.
And sometimes you lead and sometimes you follow and sometimes your partner is unconscious.
If you're raising right now, just know: every founder has a story like this. The process is weird. The power dynamic is weird. You're not crazy for thinking it's weird.
No one talks about it because they want to continue raising. But I'm happy to stick my neck out there.
It is weird.
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Matt Silver retweeted
May 23
1/ Some things I've learned recently running coding agents on large-scale projects. Most of this contradicts advice from 6 months ago!
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Matt Silver retweeted
May 21
I think Cargado has declared Chattanooga > Chicago in their ads.
Sorry Matt Silver. Checkmate.
May 20
Been busy building (just, creatively) over at Cargado lately and it’s all coming together
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Matt Silver retweeted
May 20
Been busy building (just, creatively) over at Cargado lately and it’s all coming together
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May 19
Like Guaranteed Primary, but for AI models instead of freight.
Introducing OpenAI Guaranteed Capacity: a new offering that enables customers to guarantee long-term access to OpenAI compute.
We’ve made long-term investments in infrastructure, partnerships, and capacity planning to help customers scale reliably.
Now, Guaranteed Capacity helps customers plan ahead for critical workloads in a compute-constrained world.
openai.com/guaranteed-capaci…
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May 19
SCOTUS Montgomery v. Caribe isn’t “brokers are liable for everything.”
It’s a shift from “you can’t sue me” to “show me your process.”
Carrier selection now has to be defensible → more vetting documentation, less WhatsApp-by-screenshot, and the sloppy/shady actors (brokers carriers) get squeezed.
My full take:
mattsilver.ai/blog/the-scotu…
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May 19
Question for those in the freight pricing arena...
How much are you leaning in with AI tooling right now? Are you using Claude Code/Cowork or ChatGPT to run RFPs?
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May 15
Massive productivity unlock:
Install @NotionHQ CLI in Claude Code and then use it to turn skills with API access into Notion Workers. It’s the way to 10x what your Notion Agents can do.
Feels like I just supercharged all these minions I’ve got operating across Notion and Slack.
👏🏼 @ivanhzhao on what you guys have built!
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May 12
Looking at visualizing the flow of freight moving across borders and this map led to…
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May 12
The northbound cross-border Mexico market is moving.
Here's a snapshot of the rate per mile for last 6 months for northbound dry van through Laredo.
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Matt Silver retweeted
May 10
ANOTHER DAY ANOTHER TRUCK STOP FULL OF MEXICO TRUCKS SURPRISED TO SEE SO MANY IN KENTUCKY
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