Highlights from their conversation include:
- Discussion about recent supply chain conferences (0:41)
- Cautious optimism and conference reflections (3:21)
- Venture side of funding (8:35)
- Outlook on the market and funding (12:15)
- Discussion on downstream capital and themes (16:13)
- Series A and B funding perspective (19:09)
- Freight market challenges and optimism (22:26)
- The freight market dynamics (23:19)
- Retail sales warnings and their impact (27:21)
- Capacity changes and seasonality in the freight market (28:20)
- Future trends in supply chain and logistics (30:52)
- Geopolitical impact on supply chains (35:48)
- Technology convergence and industrial automation (39:03)
- Final thoughts and wrap-up (40:14)
Dynamo is a VC firm led by supply chain and mobility specialists that focus on seed-stage, enterprise startups.
Find out more at: https://www.dynamo.vc/