During this episode, Santosh is joined by Jake Wieseneck, Principal at Maniv, a venture capital firm focused on mobility and transportation technologies. Jake shares insights into Maniv's investment strategy, emphasizing their focus on decarbonization and the digitization of transportation. The conversation also explores emerging trends in AI, particularly its application in verticalized industries like maintenance, freight, and manufacturing. Key discussions include the evolving Series A fundra...
Jul 09, 2025•33 min
During this episode, Santosh is joined by Adam Honig, CEO of Spiro.ai. During the conversation, Adam and Santosh discuss the limitations of traditional CRM systems and introduce an "anti-CRM" approach tailored for the industrial sector. Adam shares his experiences in sales and technology, highlighting how Spiro.ai uses AI to automatically collect and update customer data, reducing manual entry and improving sales productivity. The conversation also explores challenges in industrial sales, includ...
Jul 02, 2025•25 min
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 Jaime Tabachnik, Co-Founder and CEO at Solvento, a company unlocking the flow of money for truckers in Latin America. During the conversation, Santosh and Jaime discuss the intersection of freight and finance. Jaime shares his transition from civil engineering to logistics and payments, and how his experience led to founding Solvento. The company aims ...
Jun 25, 2025•38 min
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 ...
Jun 18, 2025•22 min
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 importanc...
Jun 11, 2025•29 min
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...
Jun 04, 2025•29 min
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 Technol...
May 28, 2025•35 min
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 (...
May 21, 2025•35 min
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 Manufactur...
May 14, 2025•41 min
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 mobil...
May 07, 2025•21 min
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...
Apr 30, 2025•24 min
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...
Apr 23, 2025•1 hr 3 min
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...
Apr 16, 2025•31 min
Highlights from their conversation include: Introducing Marc and Ian and the New Book (0:41) Defining Modern Industrial Policy (4:33) Industry-Based Economic View (5:35) Importance of Industry Selection (7:23) Global Perspectives on Industrial Policy (11:25) Three Pillars of Industrial Policy (17:26) List of Industrial Policy Tools (19:16) Granularity of Industrial Policy (25:27) Role of Tariffs in Industrial Policy (26:49) Workforce Development and Automation (29:00) Future of U.S. Industrial P...
Apr 09, 2025•34 min
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, custome...
Apr 02, 2025•26 min
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 Hyd...
Mar 26, 2025•43 min
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 sent...
Mar 19, 2025•51 min
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 Introduc...
Mar 12, 2025•27 min
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...
Mar 05, 2025•32 min
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 ...
Feb 26, 2025•33 min
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 S...
Feb 19, 2025•35 min
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) Dyna...
Feb 12, 2025•36 min
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) ...
Feb 05, 2025•32 min
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 Offerin...
Jan 29, 2025•33 min
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 s...
Jan 22, 2025•20 min
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 Takeawa...
Jan 15, 2025•27 min
Highlights from their conversation include: CCR’s Background and Journey to FleetPulse (0:41) FleetPulse Overview (1:19) Trailer Telematics Industry Primer (4:41) Technological Advancements in Trailers (5:10) The Rise of Cargo Theft (7:50) Understanding Trailer Neglect (8:18) Impact of Cargo Theft Trends (10:07) Value of Smart Trailers (12:31) Case Study on FleetPulse Benefits (14:48) Safety Concerns in US-Mexico Trade (18:07) Establishing a Startup Culture (23:15) Investor Expectations in Indus...
Jan 08, 2025•32 min
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 fo...
Jan 01, 2025•28 min
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...
Dec 25, 2024•27 min
Highlights from their conversation include: Kathy’s Background and Journey to Disaster Recovery Logistics (0:41) Overview of ALAN (1:10) Importance of Supply Chains in Disasters (4:26) Disaster Recovery Lifecycle (7:22) First 24-48 Hours Post-Disaster (9:55) Role of Volunteers and Local Businesses (11:57) Building Resilient Supply Chains (13:43) Creative Local Business Support (16:20) Challenges in Disaster Logistics Resilience (20:18) Rapid Fire Segment to Close (21:23) Dynamo is a VC firm led ...
Dec 18, 2024•24 min
