The Future of Supply Chain: a Dynamo Ventures Podcast

Highlights from their conversation include:The transition back to CEO and managing company changes (1:23)Acquisition of Shopify Logistics and Convoy (3:41)Focus on profitability and going public (10:15)The culture of velocity (11:13)Building trust and transparency (12:10)Focus, quality, and cost discipline (14:02)User experience for importers and exporters vs. freight forwarders (22:29)Supply chain start-ups and the importance of return on invested capital (23:47)The endurance of supply chain and the value of technology in the industry (28:33)The importance of network effects (33:37)The value of automation in global logistics (38:57)Optimizing ship routing in freight forwarding (42:55)Machine learning and reducing cancellation rates (45:51)Nearshoring and diversification of manufacturing (48:28)The Mississippi River network for container shipping (55:46)Potential impacts and topics for 2024 (57:00)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/

Highlights from their conversation include:Graham's Background and Journey to Jabil (1:32)Overview of Jabil (2:33)Graham's Role in Procurement (3:43)Supplier Base Complexity (7:57)Resilience in Supply Chain (9:44)Challenges of Geopolitics (11:56)Future of Procurement with AI (13:52)Trends in Electronics Manufacturing (15:11)Semiconductor Supply Chain Overview (18:55)Concerns in Mature Technologies (22:49)AI in Procurement (25:51)Data Mining and Negotiations (27:03)Rapid Fire Segment to Close (29:04)Final Thoughts and Takeaways (30:32)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/

Highlights from their conversation include:Introducing Marc and Ian and the New Book (0:41)Defining Modern Industrial Policy (4:33)Industry-Based Economic View (5:35)Importance of Industry Selection (7:23)Global Perspectives on Industrial Policy (11:25)Three Pillars of Industrial Policy (17:26)List of Industrial Policy Tools (19:16)Granularity of Industrial Policy (25:27)Role of Tariffs in Industrial Policy (26:49)Workforce Development and Automation (29:00)Future of U.S. Industrial Policy (30:58)Challenges of Policy Silos (31:36)Hope for Unified Discipline in Industrial Policy (32:24)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/

In this installment, Alex Barroux, Co-founder and CEO of Bonx, shares insights on customizing ERP solutions for mid-market manufacturers. He discusses the challenges traditional ERP systems pose and how Bonx’s no-code platform ensures swift deployment and flexibility. The conversation covers a success story of a French beverage company that scaled using tailored ERP solutions. Alex also reflects on the transition from music to manufacturing, and his vision for an AI-enhanced future in ERP systems.

Highlights from their conversation include:Gary’s Background in Hydrogen (0:41)Hydrogen's Potential (2:13)Why Hydrogen Over Batteries? (5:37)Challenges of Energy Storage (8:25)Public Perception of Hydrogen (10:01)Hydrogen's Industrial Applications (12:35)Energy Independence and Global Leverage (16:09)Hydrogen in Transportation and Logistics (19:23)Understanding Fuel Cells (22:02)Collaborations with Major Companies (28:46)Hydrogen Distribution Challenges (31:08)The Importance of a Hydrogen Thesis (36:59)Hydrogen's Multibillion Dollar Potential (39:05)The Future of Fuel (40:43)This or That to Wrap (41:09)Final Thoughts and Takeaways (42:45)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/

Highlights from their conversation include:The failure of Convoy and its impact on the industry (1:25)Were Convoy’s margins a factor in failure (5:18)The role of investors and understanding the industry (9:31)The failure of Convoy's board and understanding of the freight market (11:45)Challenges of venture capital in the freight brokerage industry (12:36)The impact of cash burn and lack of profitability on Convoy's failure (13:49)The rise of Convoy and its advantages (23:11)Investor sentiment and the future of the freight brokerage industry (26:15)Issues with raising capital (33:46)The challenges of building a competitive TMS (36:59)The rise of fintech during the financial crisis (44:40)Running a business without unlimited cash and resources (46:00)The impact of valuations on the industry (47:11)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/

Highlights from their conversation include:Andrei's Background in Robotics (1:18)The Core Problem in Supply Chain (5:25)Dexory Technology Overview (6:47)Identifying Customer Pain Points (8:04)Case Study of Success (11:27)State of Warehousing Robotics in Europe (13:36)Current Trends in Warehouse Robotics (15:08)Changing ROI Expectations (16:38)Dexter's Vision for the Future (19:31)NVIDIA's Impact on Robotics (21:22)Lessons Learned in Robotics Scaling (24:24)Vision for Product Introduction (25:34)This or That Segment and Final Takeaways (26:22)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/

Highlights from their conversation include:Renan’s Background and Journey to OSS Centures (0:41)OSS Ventures Overview (1:11)Venture Builder Model (4:08)Traits of Successful Founders (6:29)Key Areas for 2025 (8:27)Reshoring Manufacturing Operations (12:02)Sustainability in Supply Chains (17:59)Manufacturing Technology Implementation (21:00)Advice for Founders (22:23)The Electric Vehicle Strategy (25:31)Public Sector Funding in France (27:47)Advice for Securing Non-Dilutive Funding (28:17)Rapid Fire Segment to Close (30:20)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/

Highlights from their conversation include:The origin story of Equal Ventures (0:41The challenges of the new brokerage concept (5:16)Impacts of market dynamics on brokerage business models (8:16)The Entrepreneur's Agency (11:11)Rolling Over Equity (12:13)Platform Solution for Freight Forwarders (15:27)The freight cycle and the future of startups (22:18)Consolidation and partnerships in the industry (26:39)Enabling rather than disrupting the industry (28:07)The success of brokers based on relationships (31:20)Appreciation for the supply chain ecosystem (32:21)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/

Highlights from their conversation include:Welcoming Back Earnest to the Show (0:45)Inspiration Behind "Stress Wood" (1:05)The Importance of Resilience (2:21)Value of Storytelling in Investing (9:17)Understanding the Supply Chain Landscape (12:27)Opportunities in Non-AI Companies (15:18)Future Investment Focus Areas (21:43)The Industrial Landscape and Labor Challenges (24:43)The Role of Investors in Series A (27:54)Importance of Industry Knowledge (30:17)Pre-Seed and Seed Investment Strategies (31:21)Customer Introductions as a Value Proposition (32:28)Future of Electrification (34:07)Best Ecosystems for Supply Chain Startups and Parting Thoughts (34:16)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/