Investing in Supply Chain and Mobility with Chris Stallman of Fontinalis
The Future of Supply Chain: a Dynamo Ventures Podcast
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The Value of Hardware as a Moat
i think there's natural case for it to exist in this 700 billion dollar industry. I do think t there's a bit of that ecosystem that's still cound of raw, and will be honed over the next few years. We've shared an investment in gaddock, which is a tremendous company doing autonomiss middle mile logistics. But we've also been investors in ike, which was acquired by nero last year, neutonomy, which were acquired by aptive. So a vs from a variety of different perspectives.
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