Épisodes

  • #204: Reinventing Manufacturing: The Future is Local and Automated with Renen Devillieres of OSS Ventures
    Mar 5 2025

    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/

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    32 min
  • Re-Air: Bridging the Digital Divide for Freight Brokers with Rick Zullo of Equal Ventures
    Feb 26 2025

    Highlights from their conversation include:

    • The origin story of Equal Ventures (0:41
    • The 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/

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    33 min
  • #203: Stresswood and Strength: Unlocking Resilience & Innovation in Supply Chain Investing with Earnest Sweat of Stresswood
    Feb 19 2025

    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/

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    35 min
  • #202: From Freight Fraud to AI: Navigating the Wild World of Supply Chain with Grace Sharkey of FreightWaves
    Feb 12 2025

    Highlights from their conversation include:

    • Grace's Journey into Supply Chain (1:14)
    • Early Career in Brokerage (3:17)
    • Current Market Conditions (7:02)
    • Adoption of AI Tools (10:08)
    • Addressing Freight Fraud (15:15)
    • Technology Solutions for Security (18:51)
    • Challenges of Evolving Technology (20:19)
    • The impact of freight fraud (22:23)
    • Arctic shipping developments (25:51)
    • Building relationships with journalists (27:35)
    • Importance of storytelling in PR (30:01)
    • Final Thoughts and Takeaways (35:25)

    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/

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    36 min
  • #201: Tender Rejections and Market Signals: What They Mean for Freight in 2025 with Zach Strickland of FreightWaves SONAR
    Feb 5 2025

    Highlights from their conversation include:

    • Zach's Journey into Freight (1:00)
    • Transition to Data in Freight (3:15)
    • Understanding Data's Value (5:21)
    • Current State of the Freight Market (6:29)
    • Tender Rejections and Market Indicators (8:38)
    • Predictions for 2025 (9:38)
    • Historical Context of Supply Chain Stability (11:46)
    • Freight Recessions Explained (13:04)
    • Duration of Recessions (16:43)
    • Indicators of Freight Recessions (19:00)
    • Current Trends in Intermodal Growth (22:06)
    • LTL Market Trends (25:16)
    • This or That Segment (28:48)
    • Final Thoughts and Takeaways (31:23)

    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/

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    32 min
  • Re-Air: Executing on the Digital Freight Brokerage Opportunity with Felipe Capella of Loadsmart
    Jan 29 2025

    Highlights from their conversation include:

    • The rise of Loadsmart (0:58)
    • Shift in Loadsmart's focus (2:28)
    • Comparison of Loadsmart and Convoy (7:39)
    • The challenges of scaling a digital freight brokerage model (13:18)
    • The lean business model of brokerage and different misconceptions (14:32)
    • Adoption of cloud-based solutions in the supply chain industry (17:17)
    • The Value of Outsourcing Freight (24:29)
    • Challenges and Opportunities in the Brokerage Business Model (27:39)
    • The Future of Add-On Offerings in the Industry (30:34)

    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/

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    33 min
  • #200: From Ocean to Lotion: How Kelp is Transforming Beauty Products with Matthew Perkins of Macro Oceans
    Jan 22 2025

    Highlights from their conversation include:

    • Macro Oceans Overview (1:10)
    • Matthew's Background and Journey to Macro Oceans (2:19)
    • Kelp in Beauty Products (3:23)
    • Kelp Industry Overview (6:23)
    • Post-Harvest Processing (8:26)
    • Consumer Demand for Transparency (10:28)
    • Operationalizing Traceability (12:21)
    • Green Premium Concept (15:30)
    • Zero Waste Philosophy (17:28)
    • Final Thoughts and Takeaways (19:50)

    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/

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    20 min
  • #199: When TikTok Trends Meet Supply Chains: Are We All Just Chasing Viral Fads? Featuring Kevin O’Marah of zero100
    Jan 15 2025

    Highlights from their conversation include:

    • Kevin’s Background in Supply Chain (0:41)
    • zero100 Overview (1:15)
    • Demand vs. Supply Dynamics (4:08)
    • Impact of Social Media on Demand (5:05)
    • Understanding TikTok (6:14)
    • Gen Z and Demand Persistence (13:22)
    • Sustainability Challenges (15:23)
    • Designing a TikTok Supply Chain (18:55)
    • Successful Examples in Supply Chain (21:15)
    • This or That Segment: TikTok vs. Instagram (23:34)
    • This or That Segment: Airfreight or Ocean Cargo (24:30)
    • Final Thoughts and Takeaways (25:38)

    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/

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    27 min