In an effort to increase driver supply, major trucking companies supported deregulation that enabled 'CDL mills' to issue licenses with minimal training. This flooded the market, destroying their own pricing power and contributing to a 40% rise in fatal accidents.
Unlike retail sales figures distorted by inflation or credit, freight transaction volume directly reflects physical demand. This makes it a more reliable, real-time indicator of the goods economy's health, representing a 'moment of truth' in consumption.
Brands that have survived for 50-100 years are likely to survive another 50 (the 'Lindy Effect'). Their audiences feel a sense of ownership, making them incredibly loyal and forgiving. This creates a durable, defensible asset that is hard to kill, even with mistakes.
VCs accustomed to scalable SaaS models often view professional services as a non-recurring drag on margins. For data businesses, however, these services are crucial for embedding data into customer workflows and preventing churn, especially when the internal champion leaves.
Despite political rhetoric about bringing manufacturing back to the US, real-time freight data shows a 30% year-over-year drop in the industrial segment. This suggests the opposite is occurring, signaling a deep recession in the nation's goods economy.
Data firms that become a benchmark pricing index command huge multiples. Their value isn't just in subscriptions, but in licensing fees from Wall Street, ETFs, and physical contracts that are all based on their data, creating an indispensable, high-margin asset.
To build a unique dataset without massive cost, target the aggregated, non-identifiable 'exhaust data' from software, payments, and telematics companies. These firms often undervalue this data, which they may have been deleting, and might provide it cheaply or exclusively.
Instead of paying for leads, buy established, profitable media outlets at low multiples (3-5x EBITDA). These brands, like Flying Magazine, generate profit while also serving as a powerful, trusted top-of-funnel engine for your other data or product businesses.
Unlike pure software, freight logistics involves complex physical realities that tech-first founders consistently underestimate, leading to massive failures. Successful ventures in this space almost universally have a founder who deeply understands the industry's nuances from direct experience.
Unlike sticky workflow software, data products are 'ingredients' that can sit unused. If a new customer doesn't integrate your data into a model, decision engine, or other tangible outcome within the first 12 weeks, the likelihood of renewal drops dramatically.