Zach Fredericks

principal @ primary vc | prev product @ loadsmart

[Zach Fredericks @zfredericks]

Check out the new Primary Supply Chain Newsletter that @bradsvrluga and I started

https://t.co/bvFwFdGPtu

[Jason Shuman @JasonrShuman]

Turns out tariffs can lead to a predictable and insanely good AI business opportunity

Thank you for the new opportunity @realDonaldTrump

[Zach Fredericks @zfredericks]

@MattSilver @lostisreed @rrpre My invitation must’ve gotten lost in the mail

[Zach Fredericks @zfredericks]

@jbahrdestefano @tbpn 🔝

[Zach Fredericks @zfredericks]

@jbahrdestefano Never forget

[Katie Miller @KatieMiller]

Solar is now the dominant source of new U.S. power capacity and is on track to surpass coal in total installed capacity before the end of 2026.

70 GW of new solar capacity is scheduled to come online in 2026–2027 → a 49% increase in operating solar capacity from the end of 2025.

[Noah Smith 🐇🇺🇸🇺🇦🇹🇼 @Noahpinion]

Oops, I guess the economists were right

[Primary @PrimaryVC]

Lack of adaptability slows the world’s biggest supply chains.

Inspired by how Amazon and Instacart embedded intelligence into every layer, Ganesh Ramakrishna (@ramakrig) founded @LyricTechnology to bring the same AI-first mindset to more supply chains, built to handle uncertainty and move fast.

The founder and CEO, joins @zfredericks, Principal at Primary and @dukecass, General Partner at Primary to share:
• how Lyric surfaces use cases customers didn’t know were possible
• how Lyric outpaces traditional data scientists
• what AI-native platforms mean for the future of forward-deployed 'engineers’

Link in comments for the full conversation.

[Primary @PrimaryVC]

Every importer hit by tariffs should understand duty drawbacks, but the system is too complicated for most to navigate. Justin Sherlock is the founder and CEO of Caspian, a trade platform helping businesses get smart and stay agile when it comes to the true cost of trade. Before launching Caspian, Justin helped scale Flexport’s financing arm to over $1 billion in loan volume. That experience laid the groundwork for Caspian’s data-driven approach to trade cost optimization, starting with AI-enabled drawback services that help customers collect refunds 99% faster.

In this episode, Justin joins Primary Principal, @zfredericks, to talk about how Caspian helps importers stay ahead of shifting trade policy.

[Zach Fredericks @zfredericks]

mining finance companies are the most capital efficient businesses in the world?

[Zach Fredericks @zfredericks]

A royalty is a % of the mines revenue. A stream is the right to buy a fixed amount of the mined commodity at a discount. Embedded cash flow and arbitrage

[Matt Silver @MattSilver]

I find myself telling every founder I talk to how helpful @PrimaryVC has been since (and really before) they led @Cargado_'s seed round.

Between their GTM team, people ops, and recruiting support, their impact team really does make an impact.

My newsletter from this week was about what I learned at another investor's summit, @EzraMoGee at @startinglinevc, which you can read more about here: https://t.co/yiKdwIY1kn

[Primary @PrimaryVC]

For Primary’s NYC Seed Report, @zfredericks and Gaby Lorenzi look at how companies like CloudForge and Bloom Labs, which operate in the metal, mineral, and materials space, have gained attention from traditional industrial investors.

https://t.co/aDuRvJ6Ow9

[Primary @PrimaryVC]

In Q2 2024, NYC seed fundraising saw a 6% drop in deal volume but a 10% rise in total funding. Explore industry trends with Marisa Bass, @leopoldcitron, @zfredericks, Bryce Johnson, Gaby Lorenzi, @ghmonico, & Rachel Pavey in Primary's NYC Seed Report.

https://t.co/aDuRvJ7mlH

[Zach Fredericks @zfredericks]

@jbahrdestefano killin it!

[Sheel Mohnot @pitdesi]

We just wrapped cohort 2 of The Mint, our accelerator @btv_vc. I've loved working in an office together w/ founders for the last few months.

8 companies pitched their startups to ~150 investors yesterday; for those who missed it - here they are 👇🏾

[Zach Fredericks @zfredericks]

big freight nerd things 🥲 Thanks @NoiMahoney for write up!

[FreightWaves @FreightWaves]

FreightTech startup Cargado announced it has secured $6.8 million in seed funding that will be used to expand its team and enhance the company’s product.
https://t.co/zTW2h2g15D

[Zach Fredericks @zfredericks]

@alexrkonrad @Forbes Congrats @braveben !

[Zach Fredericks @zfredericks]

The players that participate in cross border trade today are wildly underserved by technology and need a dedicated platform to operate. @MattSilver and Rylan Hawkins are the best team in the world to build it!

[Brad Svrluga @bradsvrluga]

That’s why we’re excited to announce our lead investment in Cargado’s $6.8M seed round, with participation from @ironspringVC, Zenda Capital, @WischoffVC, and @ProezaVentures, along with new investor and strategic partner RyderVentures.
https://t.co/u1kCo1QzSF

[Zach Fredericks @zfredericks]

🚀🚀

[Matt Silver @MattSilver]

Big news today: we raised $6.8M at @Cargado_ and can officially afford to buy swag!

We're ecstatic to be partnering with @bradsvrluga and @zfredericks at @PrimaryVC and Mike Plasencia at RyderVentures on this seed round, with participation from @ironspringVC, @zendacap, @WischoffVC, and @ProezaVentures.

Sure, we still haven't talked about what we're building yet, but if you're moving cross-border freight, I promise you'll love it.

We're also hiring, which you can read about in my latest newsletter about the fundraising: https://t.co/v1u787J8Q9

You can also read more from Noi Mahoney at FreightWaves: https://t.co/nnzH4RuFZT