Venture Founder - Building the next big thing
San Francisco, CA
Joined March 2013
- Tweets315
- Following520
- Followers755
- Likes603
Bill Driegert retweeted
The Humble Hauler is purpose-built for moving freight more efficiently than ever thought possible. We built our first vehicle in just under six months – more big announcements in the pipeline! humblerobotics.ai
I’m working through it. Finished 5 other books while working through it. Bit by bit. Caro never loses momentum. The depth of research is singular. It’s such a definitive character profile and illuminating of where governance has progressed and regressed from the era of Robert Moses.
I predict that narrative driven operating cultures will dominate in AI-Native organizations. It’s just so much easier to work quickly at scale with LLM’s in purely narrative form versus having to ‘translate’ back and forth from slides or more visual forms.
The team at @EaseLogistics is dialed in, one of the most productive brokers I’ve seen. @convoyplatform just adds to that momentum. Thanks for hosting us. Always good to catch up, and we’ll keep scaling together!
Hosted @BillDriegert and the Convoy team at @EaseLogistics HQ today.
We hit our first milestone of fully automating the work of 1 operator just over a month from launch with tons of room to grow.
And no, I was not paid to write this tweet.
Bill Driegert retweeted
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
Bill Driegert retweeted
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.
Bill Driegert retweeted
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
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?
cnbc.com/2026/02/12/trucking…
Bill Driegert retweeted
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.
I joined Nate and Ben on @Freight_360 to discuss DAT's Convoy Acquisition.
Check it out
Transforming Freight Automation | Episode 306 youtu.be/9-973YUWajA?feature… via @YouTube
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 linkedin.com/pulse/here-come… via @LinkedIn
Bill Driegert retweeted
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 retweeted
🚨 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: convoy.com/broker-sign-up/?&…
Bill Driegert retweeted
I’ll be talking about this with @BillDriegert Friday at 12PM ET on WHAT THE TRUCK?!?
May even celebrate with a drum solo
Catch it live Friday 12PM ET on @FreightAlley
On demand on podcast players everywhere after
Radio replay on @SIRIUSXM @RoadDogTrucking ch146 at 5 & 11PM ET
Bill Driegert retweeted
The Convoy platform has had ZERO thefts over the last 380,000 truck loads booked and completed on our platform.
(Knocks on wood)
Bill Driegert retweeted
Friday live on WHAT THE TRUCK?!?
- @convoyplatform’s @BillDriegert talks about resurrecting the platform at @flexport, the market, and he delivers a killer drum solo (short taste below)
- Field Fastner’s John Oldham Jr. talks tariff impacts on fasteners
Stream @FreightWaves
Some of us feel the heavy metal vibe here at @Flexport and the Convoy Platform. Another @FWwhatthetruck drum solo may be on the cards, more metal, ofc.
Bill Driegert retweeted
I created this list of background resources for @Flexport so everyone on our team become an expert on the new tariffs so we can best help our customers navigate this crisis.
Sharing here to since many customers follow me. If you have other great articles and sources, please post in replies.