The “Yellow” Curse: Why This Color is Killing Logistics Giants

The “Yellow” Curse: Why This Color is Killing Logistics Giants

May 4, 2026 · 46 min

About this episode

The episode discusses major shifts in the logistics industry, including Amazon's expansion and the implications of using the color yellow in transportation companies.

On this Monday, May 4th edition of What the Truck?!?, hosts Malcolm Harris and Michael Vincent dive into major industry shifts, ranging from Amazon’s massive logistics expansion to the growing fragility of global oil supply chains. Amazon Opens the Gates: Amazon is officially opening its entire logistics network—including freight distribution and parcel shipping—to businesses of all sizes. Michael Vincent notes this solidifies Amazon as a major logistics threat to incumbents like FedEx and UPS. The “Yellow” Omen: The hosts discuss a superstitious pattern in transportation: asset-heavy companies using the color yellow often face grim futures. They note the recent closure of Spirit Airlines, which ceased operations this past weekend after 43 years. Mass Layoffs in Alcohol Distribution: Republic National Distributing Company is planning widespread layoffs, impacting thousands of workers across Texas, Florida, and other major markets as they restructure and transfer assets. Tech & Crime: * Kodiak AI is accelerating its hardware production in partnership with Bosch to industrialize autonomous driving. Ronald joins the show to discuss the “fragility” of the global supply chain amidst…

People in this episode

Hosts: Malcolm Harris, Michael Vincent

Guest: Ronald Kleijwegt

Topics covered

Keywords

Sponsors

TAYLOR AND MARTIN

Mentioned in this episode

Organizations: Amazon, FedEx, UPS, Spirit Airlines, Republic National Distributing Company, Kodiak AI, Bosch

Places: Texas, Florida, Strait of Hormuz

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