During this episode, Santosh is joined by Michael Murray, Senior Director, Global Supply Chain Management at DSV Inventory Management Solutions. Michael discusses the complex semiconductor supply chain landscape and explores critical topics such as the Section 232 trade investigation, challenges of onshoring, and strategies for managing inventory amid global trade tensions. He also emphasizes the importance of transparency, strategic partnerships, and creative solutions like consigned inventory to balance supply risk and cost efficiency. Key takeaways include the need for closer collaboration between suppliers and manufacturers, adapting to changing trade policies, and viewing supply chain relationships as strategic partnerships rather than transactional interactions. The conversation provides insights into how semiconductor companies are navigating national security concerns, tariff challenges, the evolving global manufacturing environment, and so much more. 

Highlights from their conversation include:

• DSV Inventory Management Solutions Overview (0:58)
• Michael’s Background and Career Journey (2:26)
• Section 232 Investigation Explained (3:44)
• Trade War and Near-Term Disruptions (5:11)
• Trade Compliance and Coding (7:49)
• Cost vs. Control in Sourcing (10:38)
• Balancing Lean and Resilient Inventory (13:01)
• Strategic Partnerships and Trust (17:26)
• Macro View: Future of Supply Chains & Trade Policy (18:08)
• This or That Segment and Parting Thoughts (19:59)

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/

During this episode, Santosh is joined by Joel Wayment, VP and GM of 3PL logistics at Cardinal Health. Joel provides an in-depth exploration of pharmaceutical cold chain logistics, highlighting the critical evolution of medical product transportation. He discusses how emerging technologies, sustainability efforts, and innovative packaging solutions are transforming the supply chain, particularly for ultra-sensitive medical products like cell and gene therapies. Joel also emphasizes the importance of minimizing product touches, leveraging AI and data insights, and creating environmentally friendly shipping solutions. Key takeaways include the role of technology in improving supply chain visibility, the impact of disruptions like COVID-19 on logistics innovation, the ongoing challenge of getting critical medical products safely and efficiently from manufacturers to patients, and so much more. 

Highlights from their conversation include:

• Cardinal Health Overview (1:10)
• Joel’s Background and Journey (1:58)
• Evolution of Cold Chain Logistics (2:49)
• Advancements in Packaging Solutions (4:43)
• Visibility and Transparency in Shipping (5:40)
• Patient-Centric Approaches (7:30)
• Monitoring Product Conditions (9:20)
• Sustainability in Packaging (11:14)
• Consolidation and Optimization Strategies (14:52)
• Lessons from Supply Chain Disruptions (16:41)
• Balancing Regulation and Flexibility (19:40)
• Data Insights for Accountability (21:46)
• The Role of AI in Logistics (24:45)
• Proactive Decision-Making with Data (26:54)
• Final Thoughts and Takeaways (28:13)

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:

• Overview of Highway and Michael's Background in Freight (1:35)
• Rise of Freight Fraud (2:29)
• Types of Fraud Encountered (5:52)
• Fraudulent Carrier Tactics (8:11)
• Highway's Carrier Vetting Process (10:23)
• Impact of Freight Fraud (11:53)
• Highway's Identity Engine (16:57)
• Comparison with Other Tools (19:09)
• Quality of Assets in Freight (22:23)
• Freight Fraud Index Launch (24:03)
• Compromised Email Inboxes and Phone Spoofing Tactics (26:04)
• Myths About Freight Brokers (28:06)
• Final Thoughts and Closing Remarks (29:07)

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:

• David’s background and journey in co-founding sennder (0:41)
• European Freight Market Dynamics (2:39)
• The State of the European Freight Industry (4:47)
• Diversification and Business Strategy (6:14)
• Influence of Market Dynamics on Strategy (8:40)
• Outlook for 2024 and Managed Transportation Capability (10:47)
• Profitability and Investment in Technology (12:20)
• Technology Adoption and Future Services (15:17)
• Challenges and Opportunities of Leveraging Technology (20:26)
• Key Technology Metrics and Path to Profitability (22:26
• Inorganic Growth and Acquisitions (24:41)
• Challenges of the European trucking industry (28:55)
• Final thoughts and takeaways (32:32)

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:

• 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/

Highlights from their conversation include:

• Welcoming Bola to the Dynamo Team (0:41)
• Founders in the Industrial Sector (3:14)
• Madelyn’s Promotion and Focus (5:37)
• Geopolitical Tensions and Supply Chain (7:35)
• Dynamo's Rebranding and Focus (12:03)
• AI's Role in Venture Capital (18:02)
• Navigating Global Trade Policies (22:54)
• Impact of Tariffs on Supply Chain (24:01)
• Non-Tariff Restrictions and Semiconductor Industry (26:04)  
• Consumer Confidence and Economic Outlook (29:12)
• Uncertainty in Manufacturing Sector (32:29)
• Autonomous Vehicles and Market Trends (35:12)
• Future of Drone Delivery and Parting Thoughts (39:15)

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:

• 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/