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Matt Silver
Co-founder & CEO of Cargado, an AI-native marketplace for US-Mexico/Canada cross-border freight; previously founded Forager (acquired by Arrive Logistics) and worked at Coyote Logistics.
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Jun 10, 2026
Re-Air: Killing Spreadsheets & WhatsApp: The New Era of Freight
0:56
Well, to kick us off, we'd love to get kind of the spiel on Cargado and what it is you've been building the last few years.
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1:03Matt SilverGUEST
So, and it might help with, I can give you a little bit of my background, what led to into this as well.
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1:08Matt SilverGUEST
So I've been in freight my entire career, really my entire life, grew up around it and then started working at Coyote Logistics when I was 19 after spending the first couple of summers of my opportunity to work, working at grocery stores.
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1:25Matt SilverGUEST
You have to go learn how to work for, work with like really challenging people.
12 MINS LATER
What Tariffs Are Doing to North American Freight
4:10
11:31

Tracy AllowayHOST
Give us a reminder of why US-Mexico trade had been on a sort of upwards trend line because a lot of people were saying, "Well, this is actual genuine trade between the US and Mexico," and then other people would say, "Well, this is China rerouting some stuff through Mexico in order to get further away from the Trump administration's first round of tariffs back in circa 2018."
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4:36Matt SilverGUEST
So going back to s- 2018, that's when Trump updated NAFTA to the USMCA, and that encouraged more manufacturing to happen in North America and less overseas.
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4:46Matt SilverGUEST
And so you've got the pandemic that scared everybody and, and thinking that it's not such a great idea to rely on China for manufacturing.
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4:54Matt SilverGUEST
Couple that with the general relations that the US and China have had for the last decade or so, which has been contentious, and it's not super friendly, then you've got the latest round and everything even up to the last few hours when Trump said that if China goes through with the increased tariffs that they announced, I think he said 90% would be placed on all goods coming from China.
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5:16Matt SilverGUEST
And so things are only escalating and between the fact that, you know, Mexico is primarily on the same or similar time zones as the United States, it's only a few hours to get there, whereas it's, it's I think 14 or 15 hours to get to China.
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5:30Matt SilverGUEST
And then the culture and language barriers are a lot simpler and easier to get through with Mexico than it is with overseas.
6 MINS LATER

Tracy AllowayHOST
So, if we were to assume that maybe things don't change from what's been declared, like, let's just assume that we don't see a bunch of deals like Trump is advocating for and these tariffs, we're stuck with them for a while, how would you expect some of your clients to actually react and maybe reorient their businesses for this new reality? What would they do?
