Freight congestion and inefficient cargo handoffs remain major pain points across ports, rail yards and industrial corridors. In this Talking Transports podcast, Glīd Technologies founder and CEO Kevin Damoa joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how his military logistics experience inspired the company’s autonomous road-to-rail freight platform. Damoa explains how Glīd’s vehicles and AI orchestration software are designed to reduce cargo touches, lower dwell time and activate underused rail infrastructure. He also outlines the company’s dual-use strategy serving both commercial logistics and defense applications, while discussing autonomous deployment timelines and the broader opportunity to modernize first-mile freight movement.

Freight congestion and inefficient cargo handoffs remain major pain points across ports, rail yards and industrial corridors. In this Talking Transports podcast, Glīd Technologies founder and CEO Kevin Damoa joins Bloomberg Intelligence&rsquo;s senior transportation and logistics analyst Lee Klaskow to discuss how his military logistics experience inspired the company&rsquo;s autonomous road-to-rail freight platform. Damoa explains how Glīd&rsquo;s vehicles and AI orchestration software are designed to reduce cargo touches, lower dwell time and activate underused rail infrastructure. He also outlines the company&rsquo;s dual-use strategy serving both commercial logistics and defense applications, while discussing autonomous deployment timelines and the broader opportunity to modernize first-mile freight movement.

Talking Transports by Bloomberg Intelligence features forwarding thinking conversations with analysts, executives and entrepreneurs that are shaping the future of the freight transportation industry. The focus will be on trucking, railroads, ocean and air freight markets and everything in between.

Talking Transports by Bloomberg Intelligence features forwarding thinking conversations with analysts, executives and entrepreneurs that are shaping the future of the freight transportation industry. The focus will be on trucking, railroads, ocean and air freight markets and everything in between.

Talking Transports

Glīd Targets First-Mile Freight Bottlenecks

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/f7d24534-670f-4fa4-a42b-b44f00c7fc4e/transcript

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Amazon.com’s expanding logistics ambitions are poised to disrupt multiple transportation segments, from parcel to brokerage and LTL. In this Talking Transports podcast, Morgan Stanley Managing Director Ravi Shanker joins Bloomberg Intelligence’s senior transportation and logistics analyst Lee Klaskow to discuss how Amazon’s scale and asset-light approach could pressure incumbents across freight markets. Shanker outlines structural challenges in parcel, including the unsustainability of free shipping and rising competition, while highlighting a constructive outlook for trucking as tightening supply drives rate recovery. He also examines how AI — particularly physical AI, such as autonomous trucks — could reshape the industry, and why transportation may look fundamentally different over the next decade.

Amazon.com&rsquo;s expanding logistics ambitions are poised to disrupt multiple transportation segments, from parcel to brokerage and LTL. In this Talking Transports podcast, Morgan Stanley Managing Director Ravi Shanker joins Bloomberg Intelligence&rsquo;s senior transportation and logistics analyst Lee Klaskow to discuss how Amazon&rsquo;s scale and asset-light approach could pressure incumbents across freight markets. Shanker outlines structural challenges in parcel, including the unsustainability of free shipping and rising competition, while highlighting a constructive outlook for trucking as tightening supply drives rate recovery. He also examines how AI &mdash; particularly physical AI, such as autonomous trucks &mdash; could reshape the industry, and why transportation may look fundamentally different over the next decade.

Morgan Stanley on Transport Disruption Risks

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/ff7c732f-c68f-4068-9a6e-b44800c95fc9/transcript

Freight markets are tightening after a prolonged downturn, but the driver is shrinking capacity rather than rising demand. In this Talking Transports podcast, DAT Principal Analyst Dean Croke joins Bloomberg Intelligence senior transportation and logistics analyst Lee Klaskow to discuss how regulatory enforcement around driver qualifications, fraud and compliance is removing trucks from the market. Spot rates in some lanes are up 20–25% year over year, with truck postings down about 30% and load postings rising, signaling tighter conditions. Croke highlights early increases in contract rates, growing volatility in produce and flatbed markets, and why the next cycle may be more sustained. He also explains how greater data transparency and AI adoption are accelerating market shifts and reshaping pricing dynamics.

Freight markets are tightening after a prolonged downturn, but the driver is shrinking capacity rather than rising demand. In this Talking Transports podcast, DAT Principal Analyst Dean Croke joins Bloomberg Intelligence senior transportation and logistics analyst Lee Klaskow to discuss how regulatory enforcement around driver qualifications, fraud and compliance is removing trucks from the market. Spot rates in some lanes are up 20&ndash;25% year over year, with truck postings down about 30% and load postings rising, signaling tighter conditions. Croke highlights early increases in contract rates, growing volatility in produce and flatbed markets, and why the next cycle may be more sustained. He also explains how greater data transparency and AI adoption are accelerating market shifts and reshaping pricing dynamics.

DAT Sees Supply-Driven Freight Turn

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c835cbdd-c9a3-4da6-8597-b44100c47520/transcript

Freight markets are stabilizing after a prolonged downturn, driven more by a supply correction than demand growth. In this Talking Transports podcast, J.B. Hunt CEO Shelley Simpson joins Bloomberg Intelligence’s senior freight transportation and logistics analyst Lee Klaskow to discuss how regulatory enforcement is tightening trucking capacity and lifting rates. Simpson, whose more than 30 years at J.B. Hunt took her from pricing roles to CEO, outlines the company’s focus on intermodal growth, where improved service and higher fuel costs are driving mode conversion. She also highlights investments in technology and AI to boost productivity and scale efficiently. Though demand remains uneven, Simpson emphasizes culture, leadership development and a people-first strategy as key to navigating cycles and positioning J.B. Hunt for long-term growth.

Freight markets are stabilizing after a prolonged downturn, driven more by a supply correction than demand growth. In this Talking Transports podcast, J.B. Hunt CEO Shelley Simpson joins Bloomberg Intelligence&rsquo;s senior freight transportation and logistics analyst Lee Klaskow to discuss how regulatory enforcement is tightening trucking capacity and lifting rates. Simpson, whose more than 30 years at J.B. Hunt took her from pricing roles to CEO, outlines the company&rsquo;s focus on intermodal growth, where improved service and higher fuel costs are driving mode conversion. She also highlights investments in technology and AI to boost productivity and scale efficiently. Though demand remains uneven, Simpson emphasizes culture, leadership development and a people-first strategy as key to navigating cycles and positioning J.B. Hunt for long-term growth.

J.B. Hunt’s CEO on Supply-Driven Recovery

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/8755cd5b-0c46-43d3-9ae0-b43a00c744b6/transcript

Glīd Targets First-Mile Freight Bottlenecks

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