The Future of Supply Chain: a Dynamo Ventures Podcast

The Future of Supply Chain: a Dynamo Podcast
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May 21, 2025 • 35min

Drones, Deals & Disruption: Manna's Bobby Healy on Food Delivery’s Next Era

Highlights from their conversation include:Manna's Mission (1:23)Customer Adoption Rates (4:56)Regulatory Environment (7:54)Scaling Operations (8:38)Regulatory Advice (13:01)Community Engagement Challenges (16:38)Importance of Local Communication (20:59)Impact of Scale on Delivery Economics (24:05)Doordash's Offensive Strategy (27:06)Challenges of U.S. Market Entry (28:10)Future of Drone Delivery (30:21)Evolution of Shopping Behavior (32:20)Future Logistics and Fulfillment Centers (33:24)Final Thoughts and Takeaways (34:33)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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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11 snips
May 14, 2025 • 41min

Investing in the Future: Lessons from Dynamo's Latest Fund and Team

Discover insights from a new team member who merges industrial investing with AI innovations. Hear about the importance of hands-on experience among founders in the industrial sector and the role of data-driven decisions. Explore the complexities of fundraising in a changing market, including the impact of global events. Dive into discussions on the transformative effects of tariff changes and the evolving landscape of autonomous vehicles, emphasizing public acceptance and the future of logistics.
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May 7, 2025 • 21min

From Tariffs to Sustainability: The Bold New Era of Cross-Border Logistics with Izzy Rosenzweig of Portless

Highlights from their conversation include:Izzy’s Background and Journey in Cross-Border Logistics (0:41)Challenges of Traditional Supply Chains (2:08)Direct Fulfillment Model Explained (5:40)Skepticism Around Near Shoring (8:46)Impact of Trade Policies (11:44)Sustainability in Supply Chains (14:42)Operational Challenges in Cross-Border Logistics (16:57)  Advice for Founders in Unsexy Industries (18:38)This or That Segment to Close (19:34)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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Apr 30, 2025 • 24min

Re-Air: Exploring the Impact of Technology and Venture Capital on the Evolution of Freight Brokerage with Barry Large

Highlights from their conversation include:Barry’s journey in Co-Founding Access America (0:53)Venture Capital and Technology in the Freight Industry (4:39)Challenges and Strategies in the Industry (8:26)Future Outlook and Business Optimization (14:02)Role of Technology in Freight Brokerage (15:54)The Impact of AI and Future Trends (19:18)Opportunities in the Supply Chain Industry (21:21)Final thoughts and takeaways (23:29)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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Apr 23, 2025 • 1h 3min

Re-Air: Why Global Supply Chain Continues to Thrive with Ryan Petersen of Flexport

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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Apr 16, 2025 • 31min

The Procurement Playbook: Strategies for Modern Manufacturing with Graham Scott of Jabil

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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Apr 9, 2025 • 34min

Building a Competitive Edge: The Role of Industrial Policy in America's Economic Revival with Ian Fletcher and Marc Fasteau

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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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9 snips
Apr 2, 2025 • 26min

From Complexity to Clarity: Simplifying ERP for Mid-Market Manufacturing with Alex Barroux of Bonx

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.
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Mar 26, 2025 • 43min

The Hydrogen Revolution and How It Can Reshape The Energy Landscape with Gary Ong of Celadyne Technologies

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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Mar 19, 2025 • 51min

Re-Air: Convoy’s Ripple Effect on Digital Freight Brokerage with Craig Fuller of FreightWaves

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/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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