On today’s show, we dive into the shifting macro landscape, major breakthroughs in artificial intelligence, and new solutions for fleet electrification: Freight Market Shakeout: Ryan Farlow, Industrials Senior Analyst at RSM, discusses how regulatory enforcement, small-carrier cost pressures, and changing capital costs could trigger a capacity shakeout to rebalance freight pricing. Enterprise AI at Scale: Adrian Smith, Co-Founder and CEO of Ripple, breaks down their record enterprise deployment with global freight forwarder JAS, detailing how bespoke AI automation transforms core workflows. Autonomous Tech Milestones: Raquel Urtasun, Founder and CEO of Waabi, explains how the Waabi Driver achieved zero-retraining AI generalization by seamlessly transferring to the Volvo VNL Autonomous platform without new data. Electrification Solutions: Pat White, VP of Commercial at OptiGrid, highlights how battery-integrated fast chargers enable fleets to bypass long utility delays and slash deployment timelines from years to weeks. ⁠Follow the FreightWaves Today Podcast⁠ ⁠Other FreightWaves Shows⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

FreightWaves Today | August 10

FreightCasts

Welcome to FreightWaves Today. It is Monday, middle of August. It's almost college football time, Julie. I'm super pumped. How are you? I'm good. It's a great weekend. Back at it today, ready for another week. First full week of school at our house, so it'll be a long one. Are you celebrating? Is this good? Do you like summer? Do you miss summer?

I like parts of both. I like the routine of the school year. I really love my routine, but I, of course, had to get up a lot earlier this morning. Picture day, curl my tweens hair, all of those things. So getting everybody dressed in the morning is... My wife, this is the week the schools have gone back. We sent our kids to a different school and they don't start back until next week. So it's the dead week. The museums are closed. The pool is closed that we participate in.

And so my wife is like, I don't know what to do with my children for the next couple of days because they're wild. Yeah. They're absolutely just completely insane and they're running another place. But we're here to talk freight and we're here to talk industrials and we're going to get into that with Ryan Farlow. He is RSM's senior analyst that breaks down the industrials. We're going to talk about autonomous trucks is getting a lot of attention.

Wabi, which is a really interesting business. They are running simulations through a virtual reality world of running basically autonomous trucks through this sort of simulated world to train it. And you can do things in terms of in a simulated world that you wouldn't do in reality.

FreightWaves Today | August 10

Read the full transcript

The candid version is on a podcast,
not the earnings call.

FreightWaves Today | August 10

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.