In this episode of WHAT THE TRUCK?!?, hosts Malcolm Harris and Michael Vincent wrap up the month of February 2026 with a deep dive into industrial trends, autonomous infrastructure, and AI-driven safety.
Industrial Rebound and Broker Liability
JP Hampstead joins the show to discuss the “re-industrialization” of the American Midwest. He shares insights on:
• Industrial Production: U.S. industrial production has finally reached pre-pandemic levels, hitting its highest point since 2019.
• Flatbed Volatility: A staggering 42.5% of flatbed loads are currently being rejected, signaling intense demand in construction and energy sectors.
• Supreme Court Battles: A preview of next week’s oral arguments regarding broker liability in the TQL and C.H. Robinson cases.
The Future of the Mailbox
Dan O’Toole, CEO of Arrive AI, discusses the evolution of autonomous delivery infrastructure. He explains:
• Mailbox 2.0: Moving beyond the drone itself to create the necessary “smart” landing and securement infrastructure for robotic deliveries.
• Safety Innovation: How Arrive points can assist first responders using emergency strobe features.
• Economic Impact: The potential for autonomous delivery to remove thousands of trucks from congested roads
Cutting Through the Noise with Insurevision.ai
Mark Miller, founder of Insurevision.ai, joins from London to explain why “risk is visual”. Key takeaways include:
• Context over Telematics: Why traditional data like “hard braking” lacks the context needed to truly predict crashes.
• End-to-End Models: Using Tesla-style machine learning to analyze dashcam footage and identify true risk in milliseconds.
• Fair Underwriting: How AI allows insurance companies to score fleets based on current safety performance rather than five-year-old loss runs.

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The 42% Rejection Rate: Why Flatbedders are Naming Their Price