Jason Miller, MSU | The Capacity Driven TL Cycle and the ROI of AI
This week, Chris Caplice is joined by Dr. Jason Miller, Professor of Supply Chain Management at Michigan State University’s Eli Broad College of Business, for his fifth appearance on Freightvine.
Chris and Jason break down why they believe the current truckload cycle began in December 2025, why it took a few months to confirm the shift, and why this expansion looks different from past freight cycles.
In this conversation, they cover:
Why this cycle appears to be supply-driven, not demand-driven
What spot and contract rate spreads can tell us about market shifts
How capacity exits, Class 8…
The skinny
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