Ryan Petersen

It's, you know, nothing's outside the range of possibility, but, um, I think you're still, I think they'll still be okay. Probably.

I see a fair number. Certainly all of our customers are up in arms and tweeting about it, posting about it, and all these small brands, they may just not have enough of a voice to Uh, I don't know, man. I think big companies, there's a lot of failure of leadership in general. Like a lot of big companies are, well, they're, they're found a long time ago. The founders have retired.

I see a fair number. Certainly all of our customers are up in arms and tweeting about it, posting about it, and all these small brands, they may just not have enough of a voice to Uh, I don't know, man. I think big companies, there's a lot of failure of leadership in general. Like a lot of big companies are, well, they're, they're found a long time ago. The founders have retired.

I see a fair number. Certainly all of our customers are up in arms and tweeting about it, posting about it, and all these small brands, they may just not have enough of a voice to Uh, I don't know, man. I think big companies, there's a lot of failure of leadership in general. Like a lot of big companies are, well, they're, they're found a long time ago. The founders have retired.

You got middle managers who got promoted up to be the CEO. There's a lot of risk here. You know, you go criticize the president and he attacks you publicly. Like you're fired. There's like a lot of downside to criticizing, uh, I'm hard to fire. So, and you know, I'm on some level, I'm not, I'm not the best voice for the administration to listen to because I am selling my own book.

You got middle managers who got promoted up to be the CEO. There's a lot of risk here. You know, you go criticize the president and he attacks you publicly. Like you're fired. There's like a lot of downside to criticizing, uh, I'm hard to fire. So, and you know, I'm on some level, I'm not, I'm not the best voice for the administration to listen to because I am selling my own book.

You got middle managers who got promoted up to be the CEO. There's a lot of risk here. You know, you go criticize the president and he attacks you publicly. Like you're fired. There's like a lot of downside to criticizing, uh, I'm hard to fire. So, and you know, I'm on some level, I'm not, I'm not the best voice for the administration to listen to because I am selling my own book.

It is bad for my business, bad for my customers. Like, so, you know, are they going to listen to me on tariffs? Probably not. Like I, I I'm, I'm, I'm, I'm a little too self-interested for you to take me that seriously. Um, but, uh, I think you'll see more and more. JP Morgan put out a statement.

It is bad for my business, bad for my customers. Like, so, you know, are they going to listen to me on tariffs? Probably not. Like I, I I'm, I'm, I'm, I'm a little too self-interested for you to take me that seriously. Um, but, uh, I think you'll see more and more. JP Morgan put out a statement.

It is bad for my business, bad for my customers. Like, so, you know, are they going to listen to me on tariffs? Probably not. Like I, I I'm, I'm, I'm, I'm a little too self-interested for you to take me that seriously. Um, but, uh, I think you'll see more and more. JP Morgan put out a statement.

I haven't seen Jamie Dimon say anything, but their chief strategist, whatever that job is, said that this was really, really bad. I think you'll see more. The banks probably weigh in. I don't know that it matters. I feel like the Trump administration knows that this is bad for businesses importing from China. Maybe they want that. So... It's like not clear that this isn't by design.

I haven't seen Jamie Dimon say anything, but their chief strategist, whatever that job is, said that this was really, really bad. I think you'll see more. The banks probably weigh in. I don't know that it matters. I feel like the Trump administration knows that this is bad for businesses importing from China. Maybe they want that. So... It's like not clear that this isn't by design.

I haven't seen Jamie Dimon say anything, but their chief strategist, whatever that job is, said that this was really, really bad. I think you'll see more. The banks probably weigh in. I don't know that it matters. I feel like the Trump administration knows that this is bad for businesses importing from China. Maybe they want that. So... It's like not clear that this isn't by design.

It's also my thesis for why Flexport could beat other logistics companies. These companies were the only one founded in the last 40 years in the big global companies. So the founders are mostly retired companies.

It's also my thesis for why Flexport could beat other logistics companies. These companies were the only one founded in the last 40 years in the big global companies. So the founders are mostly retired companies.

It's also my thesis for why Flexport could beat other logistics companies. These companies were the only one founded in the last 40 years in the big global companies. So the founders are mostly retired companies.

pretty much all retired and these companies aren't managed by, uh, by people with enough skin in the game or, or frankly, like, yeah, they could get fired really easily if they, they're also a little too rational. Logistics is a very rational market. You know, it's all math at the end of the day. Uh, and some of this stuff is you don't have that much math to go by.

pretty much all retired and these companies aren't managed by, uh, by people with enough skin in the game or, or frankly, like, yeah, they could get fired really easily if they, they're also a little too rational. Logistics is a very rational market. You know, it's all math at the end of the day. Uh, and some of this stuff is you don't have that much math to go by.

pretty much all retired and these companies aren't managed by, uh, by people with enough skin in the game or, or frankly, like, yeah, they could get fired really easily if they, they're also a little too rational. Logistics is a very rational market. You know, it's all math at the end of the day. Uh, and some of this stuff is you don't have that much math to go by.

You gotta go off of your instinct and just be like, yo, this is, let me speak up here. I don't need to listen to my committee of managers. Like this is really bad for my customers.