Heavy Hitters: The Digital Industrial Podcast cover image

Heavy Hitters: The Digital Industrial Podcast

103. All-In Supply Chain Innovation 4.0

Mar 17, 2025
Join Santosh Sankar, a partner at Dynamo Ventures; Chris Stallman from Fontanales Partners; and Julian Kunahan from Schematic Ventures as they dive into the evolving world of supply chains. They dissect the impact of recent geopolitical changes and tariffs on the industry. The trio also shares insights on the role of AI in optimizing supply chain operations and its fascinating concept of 'curiosity revenue.' With cautious optimism for the retail recovery in 2025, they discuss innovative strategies for navigating complex market dynamics and enhancing investment specialization.
47:52

Podcast summary created with Snipd AI

Quick takeaways

  • The cautious optimism among investors highlights a recovering supply chain sector, yet concerns about geopolitical factors and tariffs necessitate strategic adaptability.
  • Industry conferences are vital for networking opportunities, emphasizing the need for a well-structured plan to maximize connections while prioritizing quality over quantity.

Deep dives

Current Sentiment in Supply Chain Investment

The investment sentiment within the supply chain sector is cautiously optimistic as industry experts observe a gradual recovery following a challenging period. Investors report a notable improvement in market sentiment going into the first quarter of the year, with increased openness to budgets compared to the previous two years. Despite this optimism, concerns about ongoing geopolitical issues and tariff uncertainties loom over investment decisions, leading many investors to proceed with caution. The discussions reveal a dual focus: while recovery is underway, strategic planning and adaptability remain crucial in navigating the evolving landscape.

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