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.
🎙️ This week on The Dynamo Show, @mads_ofarrell talks with Keith Smith, President of @Vonco_Products, about his journey from cabinet making to leading a medical device contract manufacturer specializing in single-use fluid collection products.
https://t.co/9WC2vqSscf
🗞️ SCOTUS rules freight brokers can be sued for hiring unsafe carriers. The $200B+ brokerage industry is recalibrating risk models as insurance costs climb and vetting standards tighten.
https://t.co/P7aX2ilqgZ
💸 @DBRG_Group and ArcLight merge to create a digital infrastructure platform spanning data centers, fiber, towers, and power generation—owning compute and the electrons that feed it.
https://t.co/P7aX2ilqgZ
📰 @McKinsey_MGI’s 61-page report quantifies the reshoring challenge with a new “ramp-up factor”: for the most vulnerable product categories, domestic production would need to increase tenfold just to meet current demand.
https://t.co/P7aX2ilqgZ
The first session from Hub + Spoke 2026 is on the grid 💥
Our panel got into how surging power demand from AI, data centers, and defense is colliding with grid constraints, and the roles HV transmission, AI, and new storage tech will play.
💸 @autodesk to acquire @maintainx, the CMMS and frontline operations platform, for $3.6B to connect teams that design assets with those who operate them.
https://t.co/P7aX2ilqgZ
The Dynamo Dispatch is back after a little time off, and we've freshened things up.
Going forward we're leaning less on curation and more on sharing what we actually think: our take on the headlines that matter that week and themes we're digging into.
https://t.co/P7aX2ilqgZ
🗞️ Chinese manufacturers are exporting production capacity—building factories across Southeast Asia, Latin America, and Europe to restructure global production.
https://t.co/P7aX2ilqgZ
There was too much good thinking in the room to keep to ourselves. Over the coming weeks we'll be sharing sessions from the day so you can take in the conversations yourself!
We wrapped Hub + Spoke 2026 💥
People flew in from around the world to the New York Historical Society to dig into the physical economy with us: energy, AI, robotics, the future of commerce, and the regulatory environment shaping all of it.
Dispatch is Dynamo Ventures’ weekly briefing on the industrial renaissance.
Subscribe to read our perspective and opinion on headlines shaping the physical economy.
https://t.co/uZymxzsB02
🗞️ @amazon is piloting battery-powered e-cargo bikes in Washington, D.C., a 10-month trial using up to 15 four-wheel cargo bikes loaded at a Southwest microhub—part of efforts to cut emissions and congestion while reengineering commerce.
https://t.co/yAvaMNqGgc
📣 Founders, operators, and investors:
@jd will be in Paris from June 23–25 and is opening up time for informal office hours. Reach out to connect and grab time while he’s in town!
🗞️ The U.S. Court of International Trade rules 10% global tariff unlawful—limited injunctive relief granted while appeals proceed.
https://t.co/aCOlP1emoV