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/

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/

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/

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/