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.
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.
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.
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
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
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
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
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 👇🏾
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
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!
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
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