ICYMI, yesterday we visually broken down the growing trend of large #TMS providers partnering with emergent, digitally-oriented domestic freight brokers. https://www.joc.com/technology/freight-procurement-systems/infographic-tms-and-broker-systems-intersecting_20200525.html @JOC_Updates

Which dovetails nicely with this tweet today (recalling a thread from April from notes investor Bill Gurley about demand - and not supply - being the key determined of success for marketplaces).

In brokerage it's no easy feat to pull together enough lane density to provide adequate supply, but the real trick is getting the demand. That's why newer brokers (Uber Freight most active among them) have been partnering w/ TMSs, which provide an in-built supply of shippers.