Aaron shares the back story on why one of Korea’s largest conglomerates stood up GS Futures and its associated Built Environment fund, how they balance objectives between financial returns and strategic impact, details why the construction industry is “allergic to overhead” and where that presents opportunity ahead for innovation, and finally discusses some current built environment tech trends around AI, supply chain, and others. 

Jake outlines why a company like NFI (that has been innovating supply chain & logisitcs since 1932!) decided to stand up a ventures effort in NFI Ventures, how NFI approaches build, buy, partner decisions, what their ventures team lessons learned are when vetting deal flow, ensuring succesful pilot launches, and engaing successful firm-wide deployments, how their firm is approaching the AI in supply chain wave and what use cases they’ve embedded in their operations, and finally a quick heat check on where the 2H’25 is headed in the sector. 

Thai shares the backstory on why one of the world’s premier GCs decided to launch innovation and investment platform Diverge, details how Diverge has developed a systematic process to discover, evaluate, operationally mobilize, and invest in AEC innovators, gives a pulse check on where the industry is at balancing the critical human element with advancements in robotics and AI automation, and finally shares what aspects Diverge is looking for when it comes to making investments directly into innovators they find a fit with.  

We kickoff with a macro capital markets 1H’25 lookback and 2H’25 look ahead, dig in on how industrial software has gone from “relative obscurity” +15 years ago to now one of the biggest sectors in software today, discuss how the exit environment for industrial innovation is shaping up going into the fall and which sectors are showing the most green shoots,  and finally search for the signal from the noise when it comes to AI’s impact on industrials. 

Troy narrates through his three decades of US/Mexico cross-border experience that led him to now standing up yet another cross-border operation, Echo Mexico, shares his outlook where he believes US trade with Mexico is headed coming out of the tariff negotiations, details what the opportunities and challenges are for anyone considering expanding freight services into cross-border applications, and finally outlines how a pioneering firm like Echo balances building technology into its solutions and ensuring that the human element critical to logistics isn’t lost as its employees provide great customer service. 

Ian shares the back story on how the 27,000-acre, master-planned development by Hillwood turned into Alliance, TX (a global logistics hub that has generated more than 66,000 jobs and an estimated $130B in regional economic impact!), why the Mobility Innovation Zone (MIZ) was stood up within Alliance to connect, “people, places, and ideas that push innovation forward in surface and air mobility”, how the MIZ has driven outsized impact into advancing autonomous vehicle innovation and testing through a dual focus on both public and private collaboration, and finally a mobility trends outlook from his exposure both at the MIZ and his collaboration with the Perot Jain VC team.  

Dave shares his 20+ year journey launching and scaling Supply Chain Ventures where supply chain VC all began, details a historical look back on major supply chain events and innovation inflection points that have shaped where we are at today (hint: supply chain is an incredibly enduring investment sector), outlines what he thinks is investable vs. not in this latest wave of AI applied to supply chain use cases, and finally shares how Supply Chain Ventures dual VC and PE mandate both gives the firm a unique capital markets aperture and gives their founders a proven M&A roadmap to learn from.

The band is back together after the 2025 supply chain conference blitz and we cover how we tactically approach conference season, where the macro supply chain winds are blowing this year (tariffs, DOGE, regulatory changes, etc.), what role the latest AI into supply chain push is playing (tip: watch out for 'Annual Curiosity Revenue'), and how we think VC specilization has played out after crossing the 5th year anniversary since we all wrote some research on the topic.

Dave shares his story of building up the Go-to-Market (GTM) engine at Onshape before it was acquired by PTC in 2019, what functional and leadership lessons he learned within that Onshape experience (venture-backed) that has translated to PTC (premier incumbent), how his team at the Velocity Group operates within the broader PTC organization, what lessons he has learned when it comes to recruiting and composing a high functioning GTM team, and finally a “What’s Hot and What’s Hype” overview for manufacturing innovation in 2025.   

Kristina outlines what macro trends she sees ahead in 2025