Heavy Hitters: The Digital Industrial Podcast 103. All-In Supply Chain Innovation 4.0
Mar 17, 2025
Join Santosh Sankar, a partner at Dynamo Ventures; Chris Stallman from Fontanales Partners; and Julian Kunahan from Schematic Ventures as they dive into the evolving world of supply chains. They dissect the impact of recent geopolitical changes and tariffs on the industry. The trio also shares insights on the role of AI in optimizing supply chain operations and its fascinating concept of 'curiosity revenue.' With cautious optimism for the retail recovery in 2025, they discuss innovative strategies for navigating complex market dynamics and enhancing investment specialization.
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Episode notes
Geopolitics-Proof Investments
- Dynamo Ventures invested in customs and trade compliance 15 months prior, anticipating trade tensions.
- This area is relatively resistant to geopolitical tensions.
Long-Term Investment Strategy
- Avoid investing in companies solely reacting to short-term regulatory changes.
- Focus on long-term trends rather than short-term opportunities based on recent regulations.
AI's Role in Supply Chain
- AI in supply chain helps leverage existing resources and free organizations from manual workflows.
- It enables development of better demand planning and supply chain design capabilities.