In this episode, Cargado founder Matt Silver joins Madelyn O’Farrell to unpack the future of cross-border freight between the U.S., Mexico, and Canada. He shares his journey from Coyote Logistics and Forager to launching Corgado, a marketplace and pricing tool built specifically for freight brokers. They dive into why WhatsApp and spreadsheets break down collaboration across the 8–12 parties in a typical cross-border shipment, how better-structured data and workflow tools can replace today’s manual copy-paste work, and where AI fits in as more than just a band-aid on legacy TMS systems. Matt also explains why Mexico has become strategically critical for U.S. supply chains, the impact of NAFTA/USMCA, trade tensions with China, and pandemic-driven nearshoring, as well as remaining challenges in Mexican infrastructure and politics. Key takeaways: brokers should focus on relationships and problem-solving, not data entry; modern tools will blur the line between system of action and system of record; and long term, supply chain collaboration will happen on shared, AI-augmented platforms that connect brokers, carriers, and shippers across North America.

Highlights from their conversation include:

Dynamo Ventures is a venture firm backing founders upgrading the physical economy. As intelligence moves into critical infrastructure and technology collides with physics, industry is entering a new era of transformation - the industrial renaissance.

Born from the dirt and grit of supply chains and shaped by operations, not spreadsheets, Dynamo focuses on the complex realities of building in the real world. We invest in companies transforming infrastructure, manufacturing, logistics, transportation, and the systems that power global commerce.

Dynamo works closely with founders who combine ambition with a bias to action, bringing a builder mindset to venture capital through deep operational insight, systematic pressure-testing and hands-on partnership.

Our purpose is simple: to back the relentless shaping the industrial renaissance. Learn more at www.dynamo.vc

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In this episode, Santosh Sankar hosts his final installment of The Future of Supply Chain and passes the torch to new host Madelyn O’Farrell as the show rebrands to The Dynamo Show. They discuss Dynamo’s broader focus on the industrial economy beyond traditional logistics, including manufacturing, grid infrastructure, data centers, robotics, and the concept of “new industrialists” driving an industrial renaissance. Madelyn shares her vision for the podcast as a go-to resource for anyone who cares about how the physical world is built, moved, and powered, while committing to maintaining high-caliber, diverse guests and a consistent, conversational format. Listeners are encouraged to follow the transition to The Dynamo Show for deeper, more expansive coverage of making, moving, and monetizing goods. 

Highlights from their conversation include:

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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From time to time, we’ll re-air a previous episode of the show that our newer audience may have missed. During this episode, Santosh is joined by Izzy Rosenzweig, Founder and CEO of Portless, a logistics and fulfillment company that enables U.S. e-commerce brands to ship products directly from factories in China to American customers in just 5–9 days, eliminating the need for U.S.-based warehousing. Izzy shares a revolutionary approach to supply chain logistics, transforming e-commerce fulfillment by reducing inventory time from months to days. He helps brands optimize cash flow, minimize tariffs, and improve delivery efficiency by leveraging strategic air cargo and international facilities. Izzy shares his journey from e-commerce to logistics, highlighting the challenges of international trade, tariffs, and sustainability. Don’t miss this great conversation! 

Highlights from their conversation include:

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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From time to time, we’ll re-air a previous episode of the show that our newer audience may have missed. During this episode, Santosh is joined by Graham Scott, Vice President of Procurement at Jabil, a global manufacturing solutions provider that designs, produces, and delivers a wide range of electronic products and supply chain services for industries including healthcare, automotive, aerospace, and consumer electronics. Santosh and Graham explore the evolving landscape of supply chains, focusing on electronics manufacturing and semiconductors. Key topics include the complexities of managing a large supplier base, the balance between supplier diversification and consolidation, and the impact of geopolitical factors and tariffs. Graham highlights the challenges in the semiconductor supply chain, the necessity for continued investment, and the transformative potential of AI in procurement. The episode underscores the importance of adaptability, strategic supplier relationships, and so much more.

Highlights from their conversation include:

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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From time to time, we’ll re-air a previous episode of the show that our newer audience may have missed. During this episode, Santosh is joined by Ian Fletcher and Marc Fasteau, Co-Authors of “Industrial Policy for the United States: Winning the Competition for Good Jobs and High-Value Industries." In this conversation, Marc and Ian emphasize the need for a strategic approach to support key industries, highlighting the importance of government-sponsored research, trade protection, and a competitively valued currency. The conversation also covers the role of tariffs, workforce development, and the necessity of a unified economic strategy. The group advocates for intentional policies to foster economic growth, innovation, competitiveness in the global market, and more. 

Highlights from their conversation include:

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.

From time to time, we’ll re-air a previous episode of the show that our newer audience may have missed. During this episode, Santosh is joined by Alex Barroux, Co-Founder and CEO at Bonx, a company that offers a customizable, no-code ERP system designed to streamline operations for small and medium-sized manufacturing businesses. Santosh and Alex discuss Bonx’s innovative ERP solutions as Alex highlights the challenges companies face with traditional ERP systems and explains how Bonx's low-code platform offers rapid implementation and user autonomy. The conversation covers market dynamics, customer success stories, and Bonx’s expansion beyond France. Alex shares his vision for the future and emphasizes the importance of adaptability and innovation in ERP systems for manufacturing.

Highlights from their conversation include:

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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From time to time, we’ll re-air a previous episode of the show that our newer audience may have missed. During this episode, Santosh is joined by Gary Ong, Founder & CEO at Celadyne Technologies Inc., a company specializing in developing advanced materials and technologies that enhance the durability and efficiency of hydrogen fuel cells and electrolyzers, aiming to decarbonize heavy-duty industries like transportation and manufacturing. Santosh and Gary explore hydrogen's transformative potential in supply chains and energy sectors as Gary shares his journey from battery technology to hydrogen, highlighting its advantages in industrial applications, transportation, and energy storage. The pair addresses public misconceptions about hydrogen, its historical context, and its role in re-industrialization and energy independence in the U.S. The episode underscores hydrogen's critical importance in achieving decarbonization and a sustainable energy future. Don’t miss this episode.

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/

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From time to time, we’ll re-air a previous episode of the show that our newer audience may have missed. During this episode, Santosh is joined by Andrei Danescu, CEO and Co-Founder of Dexory, a company specializing in AI-powered autonomous robots and a real-time data platform to optimize warehouse operations by providing continuous, accurate insights without disrupting workflows. In this conversation, Andrei and Santosh discuss the transformative role of robotics in supply chain management, focusing on optimizing warehouse operations. Andrei shares his background and the challenges in the supply chain industry, such as visibility and data consistency issues. He explains how Dexory uses autonomous robots and real-time data to address these challenges, improve efficiency, and meet evolving customer expectations. The conversation also covers technological advancements, market trends, a vision for the future of supply chain operations, and more. 

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/

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From time to time, we’ll re-air a previous episode of the show that our newer audience may have missed. During this episode, Santosh is joined by Renan Devillieres, Founder and CEO at OSS Ventures, a venture capital firm and startup studio that specializes in creating and investing in industrial tech companies to enhance operational productivity, product quality, worker conditions, and address climate challenges. In this conversation, Renan shares his journey from economist to industrial sector expert, emphasizing the importance of automation, reshoring, and sustainability in modern manufacturing. He discusses OSS Ventures' unique venture builder model, which supports startups in addressing industry challenges. The conversation also highlights the need for resilience and adaptability in founders, provides valuable insights into the evolving landscape of supply chains, explores the critical role of technology and sustainability, and so much more. 

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/

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

From time to time, we’ll re-air a previous episode of the show that our newer audience may have missed. During this episode, Santosh is joined by Earnest Sweat, GP at Stresswood Ventures. In this conversation, Santosh and Earnest explore the evolving landscape of supply chain investment, emphasizing the importance of resilience among founders and investors. Earnest shares insights from his venture capital journey, the role of technology, and the significance of storytelling in investing. They also discuss challenges like labor shortages and opportunities in reverse logistics and labor optimization while also highlighting the need for conviction in non-AI investments, the critical role of human connection in the industry, and so much more.

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/

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