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.
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Episode notes
Conference Planning
- Plan conference attendance by researching attendees and speakers beforehand.
- Prioritize networking with existing portfolio companies, LPs, and corporates.
Macro Landscape Impact
- Geopolitical events, tariffs, and regulations significantly impact supply chain companies.
- Boardroom discussions focus on navigating these changes and mitigating risks.
Freight Market Status
- The U.S. domestic freight market is experiencing sideways movement, not significant deterioration.
- International logistics face uncertainty due to tariffs and unclear trade policies.