Why Freight Brokerage Margins Are Headed to 8%

Andrew Leto, Founder of Emerge, GlobalTranz, and Felix AI, explains why bringing AI to carriers could be one of the biggest opportunities in trucking and logistics, and why digitizing the carrier side of freight could reshape how the entire market operates.Andrew also breaks down how AI agents could help carriers access more loads, negotiate better rates, and improve yield, why so much of trucking still runs manually, and why carriers have been slower than brokers to adopt new technology. He also shares why freight brokerage margins could fall from 12–13% to 8–9%, what that means for hiring and headcount, and how AI could change the structure of freight brokerage without necessarily triggering mass layoffs.The conversation also covers why carrier data remains a major competitive advantage for large brokers, whether AI could create more freight brokerages instead of fewer, the risks brokers take on for shippers, and why Andrew believes the next major wave of freight technology will be built around carriers.This week's episode is sponsored by Epay Manager, Bitfreighter, FreightFlex, and TrackFlo.Interested in sponsoring our podcast? Send us an email at [email protected]