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The Great Unwinding is Here: How GenLogs Will Collapse the Two-Tier Trucking Market
We're at a major inflection point in the industry. The news that GenLogs has a government contract giving the DOT access to its verifiable, location-based data is the beginning of the end for the information asymmetry that has propped up a huge segment of the market. For years, we've operated in a two-tier market: • Compliant Carriers: Running ~2,500 miles/week at a cost of ~$2.30/mile, often losing money in this freight recession. • Non-Compliant Carriers: Running 4,000-5,000 miles/week by manipulating ELDs, operating at ~$1.99/mile and turning a healthy profit. This second tier, estimated to be at least 30% of the market, has been suppressing rates and forcing good carriers out of business. The GenLogs effect will be a one-two punch: 1. HOS Enforcement: The DOT will now have an "incorruptible ground truth." Discrepancies between ELD data and GenLogs' real-world tracking will be undeniable. The 5,000-mile weeks are over. This will trigger a massive, rapid wave of carrier failures as their cost advantage evaporates overnight. 2. Insurance Fraud Crackdown: GenLogs is also selling data to insurance companies. The widespread practice of underreporting fleet sizes to get lower premiums is about to end. When an insurer sees a carrier operating 100 trucks in network while only insuring 50, the game is up. Expect massive premium hikes and policy cancellations. This isn't a forecast btw, it's already happening. I'm attaching a redacted inspection I just received from a carrier showing LPR cams capturing them active on the road while their ELD showed 'Off Duty.' This is ground zero. The capacity shakeout will be faster and deeper than anything we've seen. What are your thoughts? How are you preparing for this shift?
The Great Unwinding is Here: How GenLogs Will Collapse the Two-Tier Trucking Market
👋 Hi, I’m Carlos!
Hi my name is Carlos. I live in Dominican Republic and I plan on making $6,000 per month dispatching trucks. I want to get these 3 things from this course/community: 1.  More knowledge 2.  Connect with more people 3. Get my first carrier I am very passionate about this industry and highly motivated to begin my career in dispatching. I look forward to learning from this community, sharing knowledge, and growing professionally in this field.
👋 Hi, I’m Carlos!
Two businesses earn the same revenue, yet one pays far more in taxes. Why?
It’s rarely about income. Most of the difference comes down to decisions made before filing season: How the business is structured How expenses are tracked and categorized When income and expenses are recognized How owners compensate themselves Where state tax exposure is triggered I see businesses with identical revenue end the year with very different tax outcomes simply because one planned throughout the year and the other didn’t. Question for the room: Which of these do you think impacts taxes the most in your business right now? No right or wrong answers, curious to hear different perspectives.
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Quiet signal worth paying attention to
The U.S. has suspended immigrant visas across 75 countries, including Pakistan, Moldova, Uzbekistan, Uganda, Somalia, and North Macedonia. (https://interactive.guim.co.uk/datawrapper/embed/J5axN/3/) While the administration cites welfare concerns, this could indirectly affect the CDL driver workforce, as 18% of U.S. truck drivers are foreign-born, and many come from countries on this list. Combined with the August 2025 work visa pause for truck drivers, this adds another layer of restriction that might affect the driver market over time: - Fewer new drivers entering the system - Slower capacity replacement for fleets - Added pressure on an already fragile carrier base Layer this on top of carrier exits, high operating costs, and reduced truck orders, and it's another factor pointing toward capacity tightening. Link to article: https://www.yahoo.com/news/articles/trump-administration-suspends-immigrant-visas-191646725.html
Welcome to The Logistics War Room: Introduce Youself! (Start Here👇)
This is a community built for operators, not theorists. This isn’t another feel-good group filled with recycled advice and surface-level tactics. This is where execution wins. Where strategy meets intensity. Where we sharpen the edge daily—and get shit done. Step 1: Introduce yourself below! If you’re here, it means you’re either already dangerous—or getting there. (👇 copy/paste template👇) - Where are you from? - What’s your battlefield (brokerage, carrier, shipper, ops)? - What immediate help do you need? Step 2: Discover How to Unlock all the Classroom Resources Here’s what this community is about: - Sharing real, tested strategies in sales, brokerage, ops, and staffing. - Exposing what’s broken in the industry and how to fix it. - Building workflows, teams, and systems that actually scale. - Connecting with people who take this game seriously. - Colaboration over competatition.
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