Highlights from their conversation include:

• Discussion about recent supply chain conferences (0:41)
• Cautious optimism and conference reflections (3:21)
• Venture side of funding (8:35)
• Outlook on the market and funding (12:15)
• Discussion on downstream capital and themes (16:13)
• Series A and B funding perspective (19:09)
• Freight market challenges and optimism (22:26)
• The freight market dynamics (23:19)
• Retail sales warnings and their impact (27:21)
• Capacity changes and seasonality in the freight market (28:20)
• Future trends in supply chain and logistics (30:52)
• Geopolitical impact on supply chains (35:48)
• Technology convergence and industrial automation (39:03)
• Final thoughts and wrap-up (40:14)

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:

• 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:

• 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/.

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/

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/

Highlights from their conversation include:

• Pawan’s background and journey in supply chain (0:58)
• The core concepts of AI and its impact on supply chain (4:02)
• The role of AI in supply chain operations (10:28)
• Framework for adopting AI in organizations (11:38)
• Considerations for implementing AI in supply chain (12:51)
• The closed loop solution (21:29)
• AI developments in interaction (25:00)
• Changing business processes (26:46)

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:

• Nisarg’s background and journey in founding Raft AI (1:20)
• The use of transformers in Raft (3:02)
• Delivering customer value with transformers (5:01)
• The impacts of AI and language models on supply chain (8:48)
• The movement of goods, money, and information (14:12)
• Revolutionizing supply chain with technology (15:32)
• Considerations for building an AI product (16:15)
• Final thoughts and takeaways (22:24)

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:

• Steve’s journey into supply chain investment (1:27)
• The Intersection of AI and Supply Chain (3:28)
• Applicability of Generative AI in Supply Chain (11:23)
• Capital efficiency and scaling challenges (12:36)
• AI's role in improving efficiency (14:02)
• Use of generative AI for internal operations (15:57)
• AI’s application for SaaS and other mediums (18:48)
• Final thoughts and takeaways (21:01)

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/