We're an inception-to-seed venture firm backing relentless founders upgrading the physical economy.
Joined March 2016
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Apr 23
The physical economy is being rebuilt from the ground up. We back relentless founders applying technology to the systems that run it: critical minerals, infrastructure and energy, manufacturing, logistics and transportation, and commerce infrastructure.
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🗞️ America’s four-year trucking slump is finally over. Hundreds of thousands of carriers exited the market over nearly four years of declining revenues, and the survivors are now seeing pricing power return as capacity tightens and demand stabilizes.
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Jun 14
🗞️ The industrial renaissance is accelerating.
Subscribe to The Dispatch for weekly insights on the builders and operators upgrading the physical economy.
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Jun 12
🗞️ The ongoing disruption in the Strait of Hormuz is permanently rerouting global oil flows, with Gulf petrostates pouring billions into new pipelines and terminal infrastructure to bypass the chokepoint.
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Jun 11
💼 Who’s Hiring? 👩💻
Partner Sales Manager at @PlusOneRobotics in San Antonio, TX.
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Jun 11
💸 @voyagertech_ agreed to acquire @astrobotic, the Pittsburgh-based lunar lander and rocket developer, for up to $300M in cash and stock.
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Jun 11
FedEx Freight began trading on the @NYSE under ticker FDXF on June 1 after separating from @FedEx Corp in the largest logistics spinoff in history.
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Jun 11
🗞️ A structural nickel supply deficit is emerging as Indonesia’s shifting export policies and the Iran war disrupt the two largest swing factors in global supply.
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Jun 10
💸 @Helion_Energy, builder of a fusion power plant that will sell electricity to @Microsoft under a signed power purchase agreement, raised $465M in Series G Funding.
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Jun 10
💸 @WWEXGroup, a freight and logistics platform, and @auctane, owner of @ShipStation, completed their merger to create @ShipStation Global.
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Jun 10
Dynamo's @jd is in Berlin this Friday for BAD1, a room full of Europe's top founders and funds debating where the continent wins next.
If you are attending and would like to meet, let us know!
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Jun 10
🎙️ From time to time, we’ll re-air a previous episode of the show that our newer audience may have missed.
In this episode, @Cargado_ founder @MattSilver joins @mads_ofarrell to unpack the future of cross-border freight between the U.S., Mexico, and Canada.
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Jun 10
🗞️ The Trump administration proposed blanket tariffs of at least 10% on imports from most major trading partners linked to forced labor, expanding enforcement well beyond the existing Uyghur Forced Labor Prevention Act.
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💸 @layupparts, builder of a marketplace and production network for composite parts, raised $42M in Series A Funding.
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🗞️ Average LTL shipment weights are climbing at major carriers as manufacturers stock-build in the face of continued tariff uncertainty and freight migrates out of the truckload market.
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Physical AI gets talked about as a someday thing. Our panel got into what it's doing now, real deployments in warehouses and logistics, the labor shortages driving adoption, and why use case beats humanoid form.
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US manufacturing hit its strongest reading in four years with demand surging across nearly all industries, but the real constraint is no longer demand—it's capacity.
Read on for more of the latest issue of The Dispatch 👇🏼
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