The Dynamo Show: a Dynamo Ventures Podcast

The Future of Supply Chain: a Dynamo Podcast
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Capital is abundant. Understanding is scarce. The Dynamo show goes deep with the new industrialists rejuvenating industry and commerce. Brought to you by Dynamo Ventures. Learn more at dynamo.vc/podcast

  1. 19H AGO

    Design, Build, Operate, Protect: The New Playbook for Industry 4.0 with Jay Allardyce of Octave

    In this episode, Madelyn O’Farrell chats with Jay Allardyce, Chief Product Officer at Octave (part of Hexagon), about how integrated data, design, and operations can transform industrial supply chains. Jay traces his path through HP, GE, Uptake, Google Cloud, and private equity–backed software to Octave, where he oversees tools that span the lifecycle of major infrastructure from design and build to operate and protect, including public safety and 911 systems. Using Octave’s partnership with the Visa Cash App Racing Bulls Formula 1 team, he explains F1 as a “traveling city” and a live example of an integrated, feedback-rich supply chain and digital thread, in contrast to the value lost at each handoff in most industries. He argues that reliability and cost efficiency start at design and depend on context-rich digital twins and continuous feedback loops, not just more data. Jay also highlights the importance of thoughtful AI adoption, praising safety-focused approaches like Anthropic’s and stressing that future, software-defined supply chains will be anticipatory networks enabled as much by better human questions and mindset shifts as by new technology. Don’t miss this great conversation. Highlights from their conversation include: Jay’s Career Journey Across HP, GE, Uptake, and Google (0:49) What Octave Is: Design, Build, Operate, Protect Software Portfolio (3:23) Octave’s Partnership With Formula 1 and Visa Cash App Racing Bulls (5:45) Treating F1 as a “Traveling City” and Supply Chain Showcase (6:20) Digital Thread, Digital Twins, and Supply Chain Feedback Loops (8:40) Cost of Broken Digital Threads and 1x–10x Value Loss at Handoffs (9:55) Reliability as System Context, Not Just Single-Part Failure (11:46) Step Back From the Data: First Principles and 360-Degree Asset View (13:30) How To Ground AI Initiatives Before Spinning Up Infrastructure (16:30) Society’s Need to Retrain How We Ask Questions of AI (18:50) Future Vision: Anticipatory, Software-Defined, Networked Supply Chains (20:08) 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    23 min

  2. APR 29

    AI + Freight: Why Point Solutions Are About to Die with Ryan Soskin of GoodShip

    In this episode, Madelyn O’Farrell sits down with Ryan Soskin, Co-Founder and CEO of GoodShip, to explore how the company is transforming freight orchestration and procurement for large shippers. Ryan shares his journey through Coyote, Convoy, and Stord, and how those experiences shaped Goodship’s focus on disciplined capital deployment, high hiring standards, and truly shipper-centric tools. They dive into why shipper decision-making is much messier than simple rate-based bids, how GoodShip connects procurement and day-to-day network orchestration, and the role of Laney, their new AI transportation analyst, in turning complex transportation data into fast, actionable insights. The conversation also covers why neutrality (remaining a pure software layer, not a freight participant) is critical to earning shipper trust, how the freight tech stack is likely to consolidate into a single operating system powered by AI, and what Ryan has learned stepping into the founder role while scaling GoodsShip after a $25M Series B. Highlights from their conversation include: Introduction and What GoodShip Does (0:29)   Ryan’s Path Into Supply Chain and Early Career (2:34)   Learnings From Convoy and Stord For Building GoodShip (4:49)   How Shippers Actually Make Freight Decisions (5:40)   Connecting Procurement and Orchestration In Practice (7:45)   Launching Laney, the AI Transportation Analyst (8:52)   Human in the Loop and Goodship’s Agentic Strategy (11:35)   Why Neutrality Matters in Freight Technology Platforms (13:08)   The Future Freight Tech Stack and Role of AI (15:00)   Fundraising, Series B, and What the Team Says Yes or No To (17:18)   Founder Lessons, Talent, and Financial Discipline (19:23)   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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    21 min

  3. APR 22

    Why Your ‘Perfect’ Factory Location May FAIL with Didi Caldwell of Global Location Strategies

    In this episode, Madelyn O’Farrell speaks with Didi Caldwell, President and CEO of Global Location Strategies, about why site selection is a core supply chain decision rather than just a real estate choice. They cover common mistakes companies make, such as overvaluing incentives and underestimating labor market realities, and break down the key cost drivers of energy, labor, and logistics alongside risk and quality. Didi explains how shocks like COVID-19, tariffs, geopolitical conflict, and export controls have pushed manufacturers to prioritize resilience, multimodal logistics, and more rigorous environmental and utility due diligence. The conversation also explores sector-specific trends in automotive, pharma, metals, and AI-driven data centers, along with structural challenges like labor shortages, grid constraints, and water stress. Listeners come away with a clearer understanding of how demographic shifts, infrastructure needs, and emerging AI tools will shape manufacturing location strategy in the decade ahead, plus practical advice on why expert-led, data-driven site selection is critical for long-term success. Highlights from their conversation include: What Global Location Strategies Actually Does Day-To-Day (0:46) Why Site Selection is a Core Supply Chain Decision, Not Just Real Estate (2:12) Balancing Cost, Quality, and Risk in Choosing a Location (4:04) How Covid, Tariffs, and Geopolitics Changed Supply Chain Strategy (5:39) Practical Ways Companies Mitigate Risk in Site Selection (7:17) Foreign Trade Zones, Bonded Warehouses, and Tariff Strategies (9:07) Building Multimodal Logistics Resilience and Avoiding Single Points of Failure (10:34) Sector-Specific Trends: Energy, EVs, Pharma, and Labor Constraints (12:12) Demographic Cliff, Grid Transformation, and Water Stress (14:56) Emerging AI-Driven Supply Chains and Future Location Strategy (17:57) Rapid Fire Segment for Didi (18:17)   The Critical Importance Of Expert, Data-Driven Site Selection (21:28) 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    24 min

  4. APR 15

    Humanoids Are Overhyped? Why Robots Still Aren’t Taking Our Jobs with Juan Aparicio of Reshape Automation

    In this episode, Madelyn O’Farrell sits down with Juan Aparicio, Co-Founder and CEO of Reshape Automation, to explore how AI agents are transforming industrial companies and what it really takes to deploy them successfully. Juan shares his journey from Siemens to Silicon Valley startups and ultimately founding Reshape to tackle the gap between massive automation potential and low actual robot adoption in U.S. manufacturing. They dive into the realities of robotics-as-a-service, why so many automation projects end up in the “robot graveyard,” and the critical role of process expertise and vendor partnerships. The conversation also covers the hype and limitations of humanoid robots in factories, and why deterministic, domain-specific AI agents are far better suited than generic copilots for high-stakes industrial use cases. Highlights from their conversation include: Introduction to Juan and Reshape Automation (0:36)   How Reshape’s AI Agents Are Designed, Deployed, and Improved (2:13)   Juan’s Journey From Spain to Siemens in the U.S. (3:45)   Designing the “Factory Of The Future” at Siemens (7:04)   Founding Reshape Automation to Tackle the Automation Gap (9:43)   The Reality of Robotics as a Service For Manufacturers (11:12)   Why So Many Automation Projects Fail in Factories (16:26)   Empowering Local Vendors and Integrators With AI Agents (20:53)   The Hype and Limits of Humanoid Robots in Industry (22:22)   Where Humanoids Actually Make Sense in the Near Term (26:38)   Why Deterministic, Domain-Specific AI Beats Generic Copilots (31:00)   Ensuring 99.9% Reliability in Industrial AI Agents (35:48) 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. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    39 min

  5. APR 8

    Always a Fresh Closet: Circular Fashion is the New Way to Get Dressed with Phoebe Tan of Taelor

    In this episode, founder Phoebe Tan shares how her background at Amazon and Singapore Airlines led her to build Taelor, a “Netflix for outfits” circular fashion platform focused on busy professional men. She explains Taelor’s two-sided model, where subscribers rent curated outfits and partner brands monetize inventory and gain rich feedback to improve product design. The discussion dives into how circular systems transform traditional supply chains, the AI and data challenges of working with 100+ brands and non-standard sizing, and how reverse logistics and operations are built for scale from day one. Phoebe also highlights the power of unbiased customer feedback, why access-over-ownership and personalization will accelerate circular fashion over the next 5–10 years, and how sharing models can extend far beyond apparel into other categories of underutilized goods. Highlights from their conversation include: The Origin Story Behind Taelor and Phoebe’s Background (0:29) How Taelor Works as “Netflix For Outfits” for Busy Men (3:21) Rethinking Inventory as Recurring Revenue in Circular Fashion (5:43) Using AI and Data to Solve Sizing and Styling Complexity (8:39) Building Scalable Reverse Logistics and Operations From Day One (11:15) Lessons From Amazon and Singapore Airlines Applied to Taelor (13:32) What Rental and Resale Data Reveal About Consumer Behavior (15:54) Why Access Over Ownership and Personalization Will Dominate (18:07) The Future of Circular Fashion and Taelor’s Role in The Ecosystem (20:32) Resource Sharing Beyond Apparel and Rapid-Fire Founder Questions (23:29) Final Thoughts and Takeaways (25:02) 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    26 min

  6. APR 1

    Killing Spreadsheets & WhatsApp: The New Era of Freight with Matt Silver of Cargado

    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: Matt’s Background in Freight and the Origin of Corgado (0:46) Building a Cross-Border Marketplace and Pricing Tool for Brokers (3:52) Why WhatsApp and Spreadsheets Break Cross-Border Collaboration (6:46) Brokers Should Manage Relationships, Not Copy and Paste Data (11:15) Balancing Automation and Human Relationships in Brokerage (17:29) Why Mexico Has Become Strategically Critical to U.S. Supply Chains (20:12) Political and Infrastructure Challenges for Mexico as a Logistics Hub (24:58) The Future of Supply Chain Collaboration Across North America (28:55) Closing Thoughts and Episode Wrap-Up (30:33) 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 Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    31 min

  7. MAR 25

    From Supply Chain to Industrial Renaissance

    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: Santosh Announces Final Episode and Host Transition to Madelyn (0:40) Introducing The Dynamo Show and Expanded Supply Chain Scope (2:23) Industrial Renaissance, New Industrialists, and Evolving Messaging (3:39) Grid Infrastructure, Data Centers, and Robotics as the New Factory (4:41) Madelyn’s Long-Term Vision for the Podcast as a Go-To Resource (6:44) Core Values, Authenticity, and Diversity of Guests to Preserve (8:27) Closing Thoughts and Teasing the Launch of The Dynamo Show (9:44) 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.

    10 min

  8. MAR 18

    Re-Air: From Tariffs to Sustainability: The Bold New Era of Cross-Border Logistics with Izzy Rosenzweig of Portless

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

    21 min
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Capital is abundant. Understanding is scarce. The Dynamo show goes deep with the new industrialists rejuvenating industry and commerce. Brought to you by Dynamo Ventures. Learn more at dynamo.vc/podcast

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