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Another day of record highs on the NASDAQ: Carl Quintanilla, Sara Eisen, and David Faber broke down fresh consumer data top of the hour before Wharton Professor Jeremy Siegel joined the team with his take on why the Fed NEEDS to cut rates - in a big way, and soon. Plus: a read from the ground on trade with the CEO of logistics giant Flexport... and more on the blockbuster IPOs of the day - from crypto exchange Gemini to Via Transportation, whose CEO joined the team at Post 9 ahead of the first trade. Also in focus: huge moves higher for certain names... Hear David Faber's exclusive reporting on a possible Paramount-Skydance/Warner Brothers Discovery deal - as shares of both name pop higher... And don't miss a deep-dive on the future of Opendoor with new Chairman Keith Rabois, who argues the company's value is potentially "infinite" with shares up +1,000% on the year.Squawk on the Street Disclaimer
Astasia Myers is a GP at Felicis, an iconic VC firm with investments in companies like Shopify, Canva, Adyen, Notion, Mercor, Plaid, Supabase, Flexport, and more. Astasia's favorite books: God's Bankers (Author: Gerald Posner)(00:01) Introduction(00:26) Astasia's Infra Thesis(03:59) Golden Age of Infra & Innovators Network(06:22) RL Environments & AI Agents(08:57) Disruption Opportunities: Data & Observability(11:31) Where to Find Infra Founders(16:31) Early Signals & Thesis-Driven Investing(18:01) Picking & Decision-Making Process(20:11) Red Flags in Infra Investing(22:20) References & Diligence(24:35) Proof of Usage & Production Signals(26:24) Building Edge as an Investor(28:01) How Felicis Helps Founders Post-Investment(30:05) Consensus vs. Contrarian Views in Infra(32:09) Tourist Traps in Infra Investing(34:43) GTM & Sales Motion in Infra(37:25) Pricing Strategies for Infra Startups(40:09) Ecosystem vs. Core Product Focus(42:15) Lessons from Outlier vs. Good Companies(44:30) Infra Wedges to Fund Today(45:23) Commoditized but Promising Categories(47:06) Exciting AI Advancements(48:21) Rapid Fire Round--------Where to find Astasia Myers: LinkedIn: https://www.linkedin.com/in/astasiamyers/--------Where to find Prateek Joshi: Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-infiniteX: https://x.com/prateekvjoshiResearch column: https://infrastartups.com
In “Inside the DAT - Convoy Platform Deal: What This Acquisiton Means for the Freight Market”, Joe Lynch and Bill Driegert, EVP of Convoy Platform - DAT Freight & Analytics, discuss how the integration of the Convoy Platform's automation and AI technology with DAT's massive freight marketplace will help brokers combat fraud, increase efficiency, and focus on high-value work. About Bill Driegert Bill Driegert is the EVP of Convoy Platform at DAT Freight & Analytics. He was previously the EVP of Trucking at Flexport and the co-founder and Head of Operations at Uber Freight, Uber's logistics business. Bill began his career in freight as the fourth employee at Coyote Logistics (acquired by UPS), where he grew the role to Chief Innovation Officer. Prior to joining Uber, he served as COO at Pillow Homes. He also spent time at Amazon as Director of Planning and Innovation. Bill holds an M.A. in Supply Chain from MIT, an M.B.A. from the University of Chicago, and a B.A. from Southern Methodist University. About DAT Freight & Analytics DAT Freight & Analytics operates the DAT One truckload freight marketplace; Convoy Platform, an automated freight-matching technology; DAT iQ analytics service; Trucker Tools load-visibility platform; and Outgo factoring and financial services for truckers. Shippers, transportation brokers, carriers, news organizations, and industry analysts rely on DAT for market trends and data insights, informed by nearly 700,000 daily load posts and a database exceeding $1 trillion in freight market transactions. Founded in 1978, DAT is a business unit of Roper Technologies (Nasdaq: ROP), a constituent of the Nasdaq 100, S&P 500, and Fortune 1000. Headquartered in Beaverton, Oregon, DAT continues to set the standard for innovation in the trucking and logistics industry. Visit dat.com for more information. Key Takeaways: Inside the DAT - Convoy Platform Deal: What This Acquisiton Means for the Freight Market In “Inside the DAT - Convoy Platform Deal: What This Acquisiton Means for the Freight Market”, Joe Lynch and Bill Driegert, EVP of Convoy Platform - DAT Freight & Analytics, discuss how the integration of the Convoy Platform's automation and AI technology with DAT's massive freight marketplace will help brokers combat fraud, increase efficiency, and focus on high-value work. Solving Major Brokerage Challenges: The acquisition of the Convoy Platform is a strategic move by DAT to help freight brokers tackle significant industry challenges like fraud, the need for increased automation, and the integration of AI. Automation for Efficiency: By integrating the Convoy Platform, DAT aims to automate routine tasks, which will allow brokers to dedicate more time to complex, high-value work, such as building relationships with clients and carriers. Enhanced Fraud Prevention: The deal combines the Convoy Platform's advanced, machine-learning-powered fraud prevention technology with DAT's extensive network and data. This fusion is intended to create a safer and more secure environment for freight transactions. Augmenting the DAT One Platform: The Convoy technology will be incorporated into DAT's flagship product, DAT One. This integration will offer brokers and carriers new automated capabilities while ensuring that the core, familiar functions of the load board remain unchanged. Leveraging Bill Driegert's Expertise: Bill Driegert's background, including his leadership roles at Uber Freight and Coyote Logistics, is a crucial asset for DAT. His experience as a technologist and innovator in the freight industry is key to the successful integration and future development of the Convoy Platform. The Practical Role of AI: The interview clarifies that AI is not just a buzzword but a practical tool for improving freight operations. The technology will be used to enhance decision-making, optimize processes, and increase overall efficiency for the brokers DAT serves. Building a Comprehensive Ecosystem: The Convoy acquisition is part of a larger plan to unify DAT's recent acquisitions, including Trucker Tools and Outgo. The goal is to create a complete, integrated ecosystem that provides solutions for everything from freight matching and payment processing to carrier tracking and automation. Learn More About Inside the DAT - Convoy Platform Deal: What This Acquisiton Means for the Freight Market Bill Driegert | Linkedin DAT Freight & Analytics | Linkedin DAT DAT - Convoy Platform Convoy Platform - DAT DAT + The Convoy Platform: A new chapter in our marketplace evolution Infographic: Modernize your brokerage MIT Center for Transportation and Logistics with Chris Caplice Navigating Market Uncertainty with Sarah Bertram A Trillion Dollars in Freight Transactions with Ken Adamo DAT iQ: The Metrics that Matter with Samuel Parker Taking the Uncertainty and Risk Out of Freight with Erika Voss The Logistics of Logistics Podcast If you enjoy the podcast, please leave a positive review, subscribe, and share it with your friends and colleagues. The Logistics of Logistics Podcast: Google, Apple, Castbox, Spotify, Stitcher, PlayerFM, Tunein, Podbean, Owltail, Libsyn, Overcast Check out The Logistics of Logistics on Youtube
My Fintech Newsletter for more interviews and the latest insights:↪︎ https://rexsalisbury.substack.com/Chaos in the global supply chain and big regulatory shifts set the stage as Ryan Petersen, founder and CEO of Flexport, explains how his team steered through COVID disruptions, rapid growth, and major pivots. Learn how Flexport tackled crises, restructured after setbacks, and built fintech products—plus candid founder lessons, B2B marketing hacks, and the realities of working with changing government policies.00:00:00 - Supply chain chaos: What's really happening?00:01:35 - Flexport's origin and YC journey with Paul Graham00:04:05 - The 2007 legal change that made Flexport possible00:06:16 - COVID hits: Hospitals, chaos, and pivoting to crisis aid00:09:37 - Airlifting masks & Flexport.org's massive response00:11:07 - Post-pandemic: Scaling pains and CEO turnaround story00:13:27 - Surviving and fixing operational meltdown00:15:39 - Should startups focus or diversify? Lessons from Convoy00:17:46 - Acquisitions, exits, and core customer clarity00:21:06 - Why every company is a fintech: Flexport Capital's story00:24:32 - Lending innovations: Maritime law, risk, and collections00:26:52 - Asset-backed lending, funding growth, and private credit00:32:05 - Stablecoins, international payments, and FX tradeoffs00:37:04 - Direct mail, toy planes, and B2B marketing ROI00:41:06 - Brand, ROI, and investing in event-based relationships00:42:19 - Policy shocks: De minimis, tariffs, and rapid pivots00:46:20 - Lobbying government: How Flexport approaches...
Discover how Aurora and McLeod Software have partnered to integrate autonomous trucks directly with mainstream Transportation Management Systems (TMS), marking an industry first. This "plug-and-play" integration aims to streamline autonomous vehicle adoption for mid-sized fleets of 100 to 1,000 trucks, supporting vital functions like scheduling and invoicing, with a full rollout planned for 2026 to McLeod's 1,200+ customers. On the infrastructure front, convenience store giant Wawa has entered the travel center business, opening its first facility in Hope Mills, North Carolina, offering 18 free parking spots and high-speed diesel lanes. While primarily targeting short-haul drivers and mid-trip stops without offering showers, this initiative highlights the critical and ongoing need for more truck parking capacity. In air freight, strategic partnerships are expanding capacity and control, with Atlas Air providing dedicated Boeing 777 freighters to Etihad Airways and DSV for key routes. These moves offer major players greater command over their capacity and schedules in complex supply chains, emphasizing reliability and logistics ownership. Furthermore, Flexport has teamed up with BlackRock to offer up to $250 million in supply chain financing, including term loans, asset-based lines of credit, and crucial tariff financing. This initiative provides businesses with vital working capital to bridge the gap between inventory purchase and sales, directly addressing current trade risks and evolving supply chain financing needs. On the trade policy front, Mexico is proposing a 50% tariff on a range of Chinese imports for its 2026 budget, aiming to protect domestic manufacturers and address U.S. concerns about Chinese goods entering via Mexico. Additionally, Mexico has implemented an immediate ban on finished footwear imports and suspended small-package shipments to the U.S., impacting e-commerce platforms as the U.S. ends its de minimis tariff exemption for low-value imports. Finally, U.S. container ports saw a temporary jump in July volume due to front-loading ahead of potential new tariffs, but the overall trend reveals a six-month downtrend, with a projected 5.6% year-over-year decrease in total 2025 import volume. This unusual decline suggests a major strategic realignment, with some inbound volume diverting to other North American ports outside the U.S.. Learn more about your ad choices. Visit megaphone.fm/adchoices
Starboard is building AI-first infrastructure to transform global trade by improving the productivity of freight forwarders—the central coordinators who connect 15-20 different parties in every international trade transaction. With 15 years of experience in the industry, including roles at Maersk, BCG, and Flexport, Sumeet Trehan saw an opportunity to modernize an industry that has invested heavily in physical infrastructure but neglected technological innovation. The company has raised $5.5 million and is approaching $1 million ARR while creating an entirely new category they call "AI-first forwarders." Topics Discussed: Building AI infrastructure to automate freight forwarding coordination and quoting processes Creating a new category in the traditional, relationship-driven logistics industry Go-to-market strategies for selling to an "old boys club" industry that operates differently from typical SaaS markets The founder's decision to personally handle the first 20-30 sales before hiring any sales staff Vision for transforming global trade by creating a comprehensive platform for small-to-mid-sized importers GTM Lessons For B2B Founders: Cold calling still works in traditional industries: Starboard generates significant top-of-funnel activity through direct cold calling, with freight forwarders actually appreciating the personal touch. Sumeet's team achieves a 10% pickup rate and converts 15-20% of answered calls to discovery meetings by being upfront about the cold call nature and immediately focusing on business outcomes. The approach works because their target market—freight forwarders—are accustomed to making and receiving cold calls as part of their daily business operations. Door-to-door prospecting remains viable for relationship-driven markets: In industries where personal relationships dominate, physical presence can be a differentiator. Starboard literally brings donuts to prospects' offices, which works because their target market values face-to-face interactions. This approach only makes sense when your industry culture supports it and when the lifetime value of customers justifies the time investment. Founders should personally execute early sales to understand the playbook: Rather than immediately hiring sales staff after raising funding, Sumeet chose to personally close the first 20-30 deals. This allowed him to deeply understand customer pain points, refine the sales process, and develop a replicable methodology before bringing on sales team members. Only after proving out the top-of-funnel motion did he hire his first SDR, and only after closing 15-20 deals did he hire a sales leader. Physical implementation presence drives early-stage product adoption: For complex B2B products still achieving product-market fit, being physically present during implementation creates stronger relationships and better feedback loops. Starboard's team travels to be on-site when clients first use the product, which helps with both adoption rates and product development insights. They maintain ongoing communication through WhatsApp and Teams channels rather than Slack, adapting to their customers' preferred communication methods. Category creation requires education over product promotion: Starboard's marketing strategy focuses entirely on educating the market about AI's potential impact on logistics rather than promoting their specific product. By speaking at events, writing blogs, and participating in podcasts about industry transformation rather than Starboard features, they position themselves as thought leaders. This approach builds trust and creates demand for the category before potential customers are ready to evaluate specific solutions. Sequencing product development based on customer feedback: The company's current quoting product serves as a wedge, with plans to expand into marketplace functionality and then full operations automation. Each expansion builds on customer relationships and data from the previous phase. This measured approach to product development ensures each step creates value while building toward the larger vision of comprehensive trade infrastructure. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM
Discover how Aurora and McLeod Software have partnered to integrate autonomous trucks directly with mainstream Transportation Management Systems (TMS), marking an industry first. This "plug-and-play" integration aims to streamline autonomous vehicle adoption for mid-sized fleets of 100 to 1,000 trucks, supporting vital functions like scheduling and invoicing, with a full rollout planned for 2026 to McLeod's 1,200+ customers. On the infrastructure front, convenience store giant Wawa has entered the travel center business, opening its first facility in Hope Mills, North Carolina, offering 18 free parking spots and high-speed diesel lanes. While primarily targeting short-haul drivers and mid-trip stops without offering showers, this initiative highlights the critical and ongoing need for more truck parking capacity. In air freight, strategic partnerships are expanding capacity and control, with Atlas Air providing dedicated Boeing 777 freighters to Etihad Airways and DSV for key routes. These moves offer major players greater command over their capacity and schedules in complex supply chains, emphasizing reliability and logistics ownership. Furthermore, Flexport has teamed up with BlackRock to offer up to $250 million in supply chain financing, including term loans, asset-based lines of credit, and crucial tariff financing. This initiative provides businesses with vital working capital to bridge the gap between inventory purchase and sales, directly addressing current trade risks and evolving supply chain financing needs. On the trade policy front, Mexico is proposing a 50% tariff on a range of Chinese imports for its 2026 budget, aiming to protect domestic manufacturers and address U.S. concerns about Chinese goods entering via Mexico. Additionally, Mexico has implemented an immediate ban on finished footwear imports and suspended small-package shipments to the U.S., impacting e-commerce platforms as the U.S. ends its de minimis tariff exemption for low-value imports. Finally, U.S. container ports saw a temporary jump in July volume due to front-loading ahead of potential new tariffs, but the overall trend reveals a six-month downtrend, with a projected 5.6% year-over-year decrease in total 2025 import volume. This unusual decline suggests a major strategic realignment, with some inbound volume diverting to other North American ports outside the U.S.. Learn more about your ad choices. Visit megaphone.fm/adchoices
Ryan Petersen is the founder and CEO of Flexport, the platform that coordinates global logistics from factory floor to customer door. In this conversation, he's refreshingly transparent about the mistakes and painful lessons he's learned building several companies. He opens up about stepping down as CEO, his struggles with self-confidence, and what happened when he was forced to step in and save his own company.Along the way, we explore why micromanagement might be the secret to better leadership, how Trump-era tariffs reveal the hidden complexity of global trade, and what it takes to scale a company without losing control. There are stories and lessons here you won't find anywhere else, from a data leak that triggered a call from Steve Jobs to flying 500 million masks into the U.S. during a global shutdown. Thanks to our sponsors for this episode: SHOPIFY: Sign up for your one-dollar-per-month trial period at www.shopify.com/knowledgeproject Basecamp: Stop struggling, start making progress. Get somewhere with Basecamp. Sign up free at www.basecamp.com/knowledgeproject ReMarkable for sponsoring this episode. Get your paper tablet at reMarkable.com today Approximate Timestamps: (2:49) Early Life (4:58) First “Start Up” (5:38) Living Abroad in China (10:19) Y Combinator (11:13) Steve Jobs & the iPhone 3G Launch (13:41) Lessons from Import Genius (22:33) Lessons from Paul Graham, Billionaire Investor (25:31) Flexport Early Days (36:08) COVID-Era Flexport (40:06) COVID-Era Flexport – Continued (44:09) Hiring Flexport's First COO (47:02) Stepping Down as CEO of Flexport (51:07) Cutting Cost & Improving Quality (53:57) Lessons from Other CEOs (57:05) How to Hire the Best Employees (59:31) Paul Graham's Closed-Door Talk (1:03:21) The Value of a 6-Page Monthly Business Review (1:06:57) Why Do Tariffs Matter? (1:09:52) Tricks for Dealing with Tariffs (1:15:43) Other Creative Strategies for Tariffs (1:21:30) Dealing with Operational Bottlenecks (1:27:41) Lessons from Charlie Munger (1:30:12) Lessons from Peter Kaufman (1:37:50) What Is Success for You? Upgrade—If you want to hear my thoughts and reflections at the end of all episodes, join our membership: fs.blog/membership and get your own private feed. Newsletter—The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it's completely free. Learn more and sign up at fs.blog/newsletter Follow me on X at: x.com/ShaneAParrish Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, I talk with freight tech legend, Bill Driegert. We talk about his journey in logistics as well as the recent acquisition of the Convoy Platform by DAT. From Coyote to Amazon, to Otto & Uber, Bill has been at the cutting edge of freight. Let's get into it!It's been a year!In less than 12 months, DAT has made some moves, most recently with the acquisition of the Convoy Platform from Flexport for $250 million on July 28, 2025, Outgo in May 2025, & Trucker Tools in December 2024. All this to build the most trusted freight marketplace in North America. The Convoy Platform, originally built by Seattle-based Convoy Inc, brings AI-driven freight matching to DAT's DAT One load board, which handles nearly 700,000 daily load posts. The platform automates 98% of bookings, cuts carrier costs by up to 30%, & bolsters fraud prevention. Convoy Platform's tech team is led by our guest, Bill Driegert. Follow Bill on X!This program is brought to you by DAT Freight & Analytics. Since 1978, DAT has helped truckers & brokers discover more available loads. Whether you're heading home or looking for your next adventure, DAT is building the most trusted marketplace in freight. New users of DAT can save 10% off for the first 12 months by following the link below. Built on the latest technology, DAT One gives you control over every aspect of moving freight, so that you can run your business with speed & efficiency. This program is also brought to you by our newest sponsor, GenLogs. GenLogs is setting a new standard of care for freight intelligence. Book your demo for GenLogs today at www.genlogs.io today!
Transport Topics is the news leader in trucking and freight transportation. Today's briefing covers the end of government efforts to set speed limiter requirements, EPA's effort to abolish the landmark determination that planet-warming gases endanger public health and welfare, and DAT's acquisition of Convoy Platform from Flexport. Learn more about your ad choices. Visit podcastchoices.com/adchoices
```html i'm wall-e, welcoming you to today's tech briefing for tuesday, july 29th. today's highlights include: microsoft edge's new "copilot mode": an experimental ai-driven feature aimed at enhancing web research and task execution, available for free to mac and pc users. waymo's robotaxi expansion: launching in dallas next year with fleet management support from avis budget group, continuing its autonomous service growth beyond los angeles and san francisco. flexport refocuses strategy: selling the technology platform from former unicorn convoy to dat freight & analytics, focusing back on core logistics operations. ai startup harmonic launches aristotle: a chatbot app for mathematical reasoning, aiming to deliver "hallucination-free" responses, now in beta for ios and android. julius raises $10 million seed round: ai data analyst startup led by bessemer venture partners, offering complex data analysis and predictive modeling, with notable collaborations including harvard business school. that's all for today's updates. we'll see you back here tomorrow. ```
The US’ shifting trade policies are creating challenges for shippers and contributing to a volatile freight environment. Freight forwarders that lean into technologies like artificial intelligence or machine learning can help shippers reduce costs and improve efficiency. In this episode of the Talking Transports podcast, Ryan Petersen, the founder and CEO of Flexport, joins Lee Klaskow, Bloomberg Intelligence senior transportation and logistics analyst, to share his insights about how they are helping their clients navigate the changing tariff landscape and boosting their productivity through tech investments. Petersen also shares views on the state of the ocean and airfreight markets, and explains how automation in freight forwarding is lowering the cost to serve — allowing the company to scale and compete more aggressively on price.See omnystudio.com/listener for privacy information.
Go to www.LearningLeader.com for full show notes The Learning Leader Show with Ryan Hawk This is brought to you by Insight Global. If you need to hire 1 person, hire a team of people, or transform your business through Talent or Technical Services, Insight Global's team of 30,000 people around the world have the hustle and grit to deliver. www.InsightGlobal.com/LearningLeader Ryan Petersen is the founder and CEO of Flexport, a technology-driven global logistics company. He's a leading voice in supply chain innovation and has been at the forefront of solving major trade and shipping challenges worldwide. Notes: “Arrogance is its own form of stupidity.” The Tweetstorm That Saved Christmas: Ryan shares the now-legendary story of how he rented a boat, brought tacos, and took another high-powered CEO with him to tour the Port of Long Beach during the supply chain crisis. His viral Twitter thread sparked immediate action, California Governor Gavin Newsom called within hours, and the policy changed shortly after. A masterclass in “doing the thing.” Frontline Obsession & Gemba Walks: Why Ryan frequently travels the world (visiting 19 countries last year) to meet employees and customers. He explains the power of Gemba walks, being physically present on the frontlines, and how it shapes his leadership. How He Runs Flexport: Ryan's leadership playbook includes: Managing through writing. Every one of his 26 teams writes a six-page memo monthly, followed by deep conversations. Daily conversations with 30-40 employees to stay connected. Living Flexport's values: Empower Clients, Play the Long Game, Act Like an Entrepreneur, Commit to the Vision, Ask Why 5 Times. Leadership & Decision-Making: He shares his “must-haves” for hiring leaders: Relentless Work Ethic Intellectual Curiosity Humility (“Even wise people are wrong 30% of the time.”) Reliability Charisma Lessons from Mentors: Ryan talks about advice from Paul Graham (Y Combinator) and Brian Chesky (Airbnb), including how gathering your top leaders in person sparks innovation and alignment. Hard Decisions & Mistakes: He candidly discusses Flexport's CEO transition gone wrong, hiring Dave Clark from Amazon, and what he learned from that difficult chapter. Personal Growth & Life Philosophy: Ryan shares his approach to lifelong learning, inspired by Charlie Munger and René Girard. He emphasizes reading widely, asking questions, and choosing role models wisely. "We're all imitative people. Choose your role models wisely." “We're making global trade as simple and reliable as flipping a light switch.” “Even wise people are wrong 30% of the time. You must stay humble.”
Another morning of record highs on the S&P and NASDAQ: Sara Eisen and Carl Quintanilla kicked things off with a fresh read on where things stand when it comes to the U.S. consumer (as new sentiment data hits its highest levels since February, retail sales came in strong, and names like American Express say spending has remained healthy). Longtime market veteran Ed Yardeni joined the team with his take on the action – arguing you should remain bullish here. Plus: hear from Deputy Treasury Secretary Michael Faulkender, in a wide ranging interview spanning the administration's crypto ambitions – to where he sees the economy headed in the 2nd half… along with a live read on the trade front thanks to Flexport's Ryan Peterson. Squawk on the Street Disclaimer
Ryan Petersen is the CEO of Flexport. Petersen joins Big Technology to discuss how the latest round of tariffs and trade-war maneuvers are rewiring supply chains worldwide. Tune in to hear him unpack everything from 145 % “Liberation Day” duties and $5 K containers to the death of the de minimis loophole and what it means for Amazon, Temu, and Shein. We also cover the Panama Canal drought, AI that robocalls 400 K truckers, warehouse-robot reality checks, and why customs fraud just became the DOJ's No. 2 white-collar priority. Hit play for a rapid-fire scorecard on what's changing, who's winning, and what's next in global trade. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com
Fabrice Grinda is the co-founder and managing partner of FJ Labs, a venture capital firm that has invested in over 1,200 startups with more than 350 exits, including early investments in Alibaba, Flexport, and Delivery Hero. He previously built and sold three companies as CEO: Aucland (one of Europe's largest auction sites), Zingy (mobile media startup sold for $80M), and OLX (global classifieds platform operating in 90+ countries with 150M+ monthly users, acquired by Naspers).In this episode of World of DaaS, Fabrice and Auren discuss:Curiosity-driven investing and founder assessmentDiversified portfolios vs concentrated strategiesSecondary sales and exit strategiesAI tools transforming investment researchLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.You can find Auren Hoffman on X at @auren and Fabrice Grinda on X at @fabricegrinda.Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
Stephanie Dominguez talks all about the Port of New York and New Jersey, big infrastructure projects, collaboration, sustainability & preparing for the future. IN THIS EPISODE WE DISCUSS: [04.30] An overview of the Port of New York and New Jersey, who they are and what they do. “We have a long history… Containerization started at our port.” [05.40] Why organizations should choose the Port of New York and New Jersey, the many factors that give them their competitive edge and how, in turn, that can give companies doing business with them their own competitive edge. “We're a world-class gateway port… We're focused on efficiency and reliability… Today we have 45 weekly ocean carrier services, and we're the first port of call on 75% of them.” [11.36] Some of the biggest challenges of the last few years, and why resiliency, communication and collaboration Is key. [15.43] The Port of New York and New Jersey's ‘Master Plan', and how a predicted increase in volume will impact the port and local community, from challenges to investments. [17.30] From road improvements to improving navigation channels, the major infrastructure projects the Port of New York and New Jersey is focused on right now, and how they work with other key stakeholders. “You have to have honest conversations. There will be times when you don't agree, but you'll find a solution together.” [22.58] The potential impact of those infrastructure challenges and opportunities, and the Port of New York and New Jersey's approach to embracing the future. “This industry is all about flexibility, adaptability – you never know what's going to happen… We have to be open-minded, and evolve with the industry. So when there's new emerging technologies or tools, it's common for people to be scared. But we need to educate ourselves, and work with other best practices.” [25.17] The Port of New York and New Jersey's new marine terminal operator leases with Port Liberty New York and Bayonne and the APM Terminals, and why they're all focused on planning for the future. [29.22] Why collaboration is so important as the industry prepares for the future, and Stephanie's advice for other organizations looking to improve their collaborative efforts. “Your partners are experts in what they do… So when they're at the table giving you honest feedback, listen… Bring them in at the beginning, proactively not reactively… It takes time, effort, it takes thick skin! But there's a level of respect and trust that builds out of those conversations.” [34.33] Key sustainability initiatives for the Port of New York and New Jersey. [38.04] What the rest of 2025 will bring for the Port of New York and New Jersey. RESOURCES AND LINKS MENTIONED: Head over to the Port of New York and New Jersey's website now to find out more and discover how they could help you too. You can also connect with the Port of New York and New Jersey and keep up to date with the latest over on LinkedIn, Instagram and X (Twitter), or you can connect with Stephanie on LinkedIn. If you enjoyed this episode and want to hear more about keeping freight moving, check out 388: See The Future of Transportation, with Win Global, 338: Set a New Standard for Global Trade, with Flexport or 406: Unlock the Opportunities of Cross-Border Ecommerce, with CargoWise.
It's become a rite of passage for world leaders: the Oval Office meeting with President Trump. Now, it's the turn of the relatively new Chancellor of Germany, Friedrich Merz. Germany is the focal point for much of Trump's ire towards Europe, and a key priority will be to stave off looming tariffs. But also, high on the agenda is Ukraine. Member of German Parliament for Merz's CDU party, Norbert Röttgen, joins the show from Berlin. Also on today's show: CNN senior White House reporter Kevin Liptak; author Evan Osnos ("The Have and Have-Yachts: Dispatches on the Ultrarich"); Flexport founder/CEO Ryan Petersen Learn more about your ad choices. Visit podcastchoices.com/adchoices
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President Trump and British Prime Minister Keir Starmer announced a new trade agreement. Other countries, including China, remain open to negotiating with the U.S., but some of the tariffs are having real impacts on American businesses and their supply chains. William Brangham discussed more with Ryan Petersen, the founder and CEO of Flexport, a supply chain management firm. PBS News is supported by - https://www.pbs.org/newshour/about/funders
President Trump and British Prime Minister Keir Starmer announced a new trade agreement. Other countries, including China, remain open to negotiating with the U.S., but some of the tariffs are having real impacts on American businesses and their supply chains. William Brangham discussed more with Ryan Petersen, the founder and CEO of Flexport, a supply chain management firm. PBS News is supported by - https://www.pbs.org/newshour/about/funders
(0:00) The Besties welcome Box's Aaron Levie and Flexport's Ryan Petersen! (4:05) Is Sacks back? (8:19) Reflecting on Trump's first 100 days (28:16) Global trade disruption, how businesses are dealing with tariffs (49:14) Amazon flip-flops on its tariff pricing feature, national security issues (1:04:13) AI agents, 1,000,000X'ing AI, and more Follow Aaron Levie: https://x.com/levie Follow Ryan Petersen: https://x.com/typesfast Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://en.wikipedia.org/wiki/OODA_loop https://www.nbcnews.com/politics/joe-biden/biden-warns-risk-nuclear-armageddon-highest-cuban-missile-crisis-rcna51146 https://www.nytimes.com/2025/03/30/world/europe/us-ukraine-military-war-takeaways.html https://x.com/Molson_Hart/status/1915248938753392642 https://x.com/SecScottBessent/status/1917697018551754802 https://www.nytimes.com/2025/04/29/us/politics/trump-amazon-tariffs-prices.html https://x.com/chamath/status/1908239828283777393 https://www.theinformation.com/articles/openai-plots-charging-20-000-a-month-for-phd-level-agents?rc=pxkrxo https://manus.im https://www.theinformation.com/briefings/benchmark-invests-chinese-startup-behind-manus-ai-agent?rc=pxkrxo https://polymarket.com/event/which-company-has-best-ai-model-end-of-2025?tid=1746130417369
On Episode 833 of WHAT THE TRUCK?!?, Dooner is talking to Flexport's Bill Driegert about resurrecting Convoy Platform. The company has just announced that it has had zero loads stolen over its past 380,000 shipments. Across the industry, cargo thefts were up 27% year over year, and the average value of theft ballooned to $202,364. We'll find out how Flexport has managed to beat the bad guys. Can fasteners hang in there against tariffs? Field Fastener's John Oldham Jr. stops by to talk about how trade policy could be impacting the very goods holding everything together. Plus, Commercial Carrier Journal gets cooked over driver shortage article; layoffs/bankruptcies hit trucking; GTA6 delayed until 2026; XBOX Series X up $100; and is the port of Seattle really empty? Chapters 1:30 GTA 6 delayed, XBOX Series X up $100 3:52 Layoffs and carrier bankruptcies 8:33 CCJ gets roasted over driver shortage article 12:01 Is the Port of Seattle really empty? 13:22 Convoy Platform: No thefts over last 380K loads | Bill Driegert 24:06 Menace on 4 wheels 24:21 Tariffs vs fasteners | John Oldham Jr. at Field Fastener Catch new shows live at noon EDT Mondays, Wednesdays and Fridays on FreightWaves LinkedIn, Facebook, X or YouTube, or on demand by looking up WHAT THE TRUCK?!? on your favorite podcast player and at 5 p.m. Eastern on SiriusXM's Road Dog Trucking Channel 146. Watch on YouTube Check out the WTT merch store Visit our sponsor Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
On Episode 833 of WHAT THE TRUCK?!?, Dooner is talking to Flexport's Bill Driegert about resurrecting Convoy Platform. The company has just announced that it has had zero loads stolen over its past 380,000 shipments. Across the industry, cargo thefts were up 27% year over year, and the average value of theft ballooned to $202,364. We'll find out how Flexport has managed to beat the bad guys. Can fasteners hang in there against tariffs? Field Fastener's John Oldham Jr. stops by to talk about how trade policy could be impacting the very goods holding everything together. Plus, Commercial Carrier Journal gets cooked over driver shortage article; layoffs/bankruptcies hit trucking; GTA6 delayed until 2026; XBOX Series X up $100; and is the port of Seattle really empty? Catch new shows live at noon EDT Mondays, Wednesdays and Fridays on FreightWaves LinkedIn, Facebook, X or YouTube, or on demand by looking up WHAT THE TRUCK?!? on your favorite podcast player and at 5 p.m. Eastern on SiriusXM's Road Dog Trucking Channel 146. Chapters 1:30 GTA 6 delayed, XBOX Series X up $100 3:52 Layoffs and carrier bankruptcies 8:33 CCJ gets roasted over driver shortage article 12:01 Is the Port of Seattle really empty? 13:22 Convoy Platform: No thefts over last 380K loads | Bill Driegert 24:06 Menace on 4 wheels 24:21 Tariffs vs fasteners | John Oldham Jr. at Field Fastener Watch on YouTube Check out the WTT merch store Visit our sponsor Subscribe to the WTT newsletter Apple Podcasts Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of The Talent Tango, Amir speaks with Allison DiDominick, Senior Technical Recruiting Manager at Flexport, about adopting AI interview tools to tackle inefficiencies in the hiring process. From delayed scorecards to inconsistent feedback, Allison walks us through the problem Flexport faced, the pilot implementation of BrightHire, and how AI tools are improving recruiter workflows and evidence-based hiring.
Watch The X22 Report On Video No videos found Click On Picture To See Larger Picture The [CB] is now attacking the Secretary of the Treasury, they know what is happening and they will begin to push back. Trump is getting ready to drill for oil and he is removing the regs. The fake news will use shortages from China on Trump, but the window is closing. David Sacks wants banks to make Bitcoin mainstream. The [DS] is panicking, the first arrest has been made and it was a Judge that was aiding and embedding an illegal. The Judge did not follow the rule of law.The Direction is confirmed, nobody is above the law. Virginia Giuffre has allegedly committed suicide after her accident. She put out a note a while back saying she wasn't. What if she didn't and she is protected by the good guys, when does a bird sing. (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy https://twitter.com/SteveGuest/status/1915929952664404266 comment on X. This type of reporting is why the media has lost so much credibility. Watch Longshoremen Union – A Predictable Democrat Strategy to Weaponize Absent China Goods in Coming Months WSJ – The number of ships sailing from China to the U.S. laden with clothes, electronics, furniture and other goods is plunging, as an accelerating number of cargoes are canceled. The scrapped sailings come after the Trump administration ratcheted up tariffs on China while giving a three-month reprieve on punitive levies for much of the rest of the world. At the Port of Los Angeles, one of America's biggest gateways for imports from China, executive director Gene Seroka told port officials Thursday that he expects a 35% drop in import volumes in two weeks “as essentially all shipments out of China for major retailers and manufacturers has ceased.” Bookings out of China fell 60% in the past week after Trump imposed a succession of tariffs on China that reached 145% on April 9, according to Nathan Strang, director of ocean freight at Flexport, a San Francisco-based company that helps companies ship cargo around the world. ♦ Key point for consideration: Just because cargo comes from Vietnam, Cambodia and/or Malaysia ports instead of China, does not mean the product within the cargo is not Chinese. In reality the tentacles of Beijing's proactive positioning are very visible within each of the aforementioned nations. It is also obvious from the approach taken by President Trump and his trade team; they are well aware of the belt-and-road hubs China established in the past decade. The narrative will be that fewer container ships from China (tariff impact) will have a negative impact on dock workers and tradespeople who work in the ports for U.S. imports. Fewer imported cargo containers equal less work for the longshoremen; that's the first part of this predictable corporate narrative. However, in 2024 President Trump was forcefully out front in supporting the ILA union contract position. Will the International Longshoremen's Association stand with Trump, or will they drop support as the global trade reset emphasizes domestically manufactured jobs? That will be an interesting aspect to watch because the dockworker union leadership will face massive pressure to comply with the anti-tariff narrative. Democrats will blame President Trump for empty shelves, missing parts or finished consumer goods (true or not). Even small sector products that might be missing will be dramatically emphasized. Prepare for this, because it will be part of the 2026 election narrative. Source: theconservativetreehouse.com https://twitter.
Justin Sherlock is the co-founder and CEO of Caspian, an AI-native duty drawback platform designed to help brands navigate complex global trade and tariff environments. Prior to Caspian, Justin gained deep experience in finance and logistics at Flexport, where he led Flexport Capital, and previously had several years experience in private equity.In this episode, Justin breaks down the rapidly changing landscape of tariffs, duties, and global supply chains—especially relevant amid recent policy moves and volatile trade relations. He explains what customs brokers, tariffs, and duty drawbacks are, why these concepts matter for brands importing and exporting goods, and how most businesses are missing out on significant duty refund opportunities. Justin also offers real-world insights for DTC operators facing escalating tariffs, discusses strategies for mitigating increased costs, and shares how AI is making advanced trade advisory accessible beyond just Fortune 500 companies.Join us as a Guest on DTC POD: SUBMIT GUEST FORM HEREApply to join our DTC Pod Slack.On this episode we coverRising tariffs and global trade dynamicsSupply chain challenges for DTC brandsRole and importance of customs brokersDuty drawback: process and benefitsImpact of US-China tariff escalationTechnology and AI in trade complianceStrategies for brands to navigate tariffsTimestamps03:59 From Flexport to Caspian09:31 Customs Compliance11:11 Understanding Tariff and Duty Classification15:54 Trump's Tariff Strategy: A Provocative Move18:26 Debate Over Section 321 Provision22:46 "Supply Chain Opportunities and Challenges"25:03 Reshoring Critical Industries Strategy28:04 10% Tariff Impact on US Businesses32:53 Optimizing Supply Chain and Vendor Management36:22 Trade Predictions: Japan, Taiwan, India, Vietnam37:52 Geopolitical Isolationism and China's Rise41:41 "Navigating Duty Drawback Challenges"45:07 International Pricing and Tax Strategies48:07 Future of Supply Chain OptimizationPast guests & brands on DTC Pod include Gilt, PopSugar, Glossier, MadeIN, Prose, Bala, P.volve, Ritual, Bite, Oura, Levels, General Mills, Mid Day Squares, Prose, Arrae, Olipop, Ghia, Rosaluna, Form, Uncle Studios & many more. Additional episodes you might like:• #175 Ariel Vaisbort - How OLIPOP Runs Influencer, Community, & Affiliate Growth• #184 Jake Karls, Midday Squares - Turning Your Brand Into The Influencer With Content• #205 Kasey Stewart: Suckerz- - Powering Your Launch With 300 Million Organic Views• #219 JT Barnett: The TikTok Masterclass For Brands• #223 Lauren Kleinman: The PR & Affiliate Marketing Playbook• #243 Kian Golzari - Source & Develop Products Like The World's Best Brands-----Have any questions about the show or topics you'd like us to explore further?Shoot us a DM; we'd love to hear from you.Want the weekly TL;DR of tips delivered to your mailbox?Check out our newsletter here.Projects the DTC Pod team is working on:DTCetc - all our favorite brands on the internetOlivea - the extra virgin olive oil & hydroxytyrosol supplementCastmagic - AI Workspace for ContentFollow us for content, clips, giveaways, & updates!DTCPod InstagramDTCPod TwitterDTCPod TikTokJustin Sherlock - Founder of CaspianBlaine Bolus - Co-Founder of Castmagic
Highlights from their conversation include:The transition back to CEO and managing company changes (1:23)Acquisition of Shopify Logistics and Convoy (3:41)Focus on profitability and going public (10:15)The culture of velocity (11:13)Building trust and transparency (12:10)Focus, quality, and cost discipline (14:02)User experience for importers and exporters vs. freight forwarders (22:29)Supply chain start-ups and the importance of return on invested capital (23:47)The endurance of supply chain and the value of technology in the industry (28:33)The importance of network effects (33:37)The value of automation in global logistics (38:57)Optimizing ship routing in freight forwarding (42:55)Machine learning and reducing cancellation rates (45:51)Nearshoring and diversification of manufacturing (48:28)The Mississippi River network for container shipping (55:46)Potential impacts and topics for 2024 (57:00)Dynamo is a VC firm led by supply chain and mobility specialists that focus on seed-stage, enterprise startups.Find out more at: https://www.dynamo.vc/
Ryan Peterson is the CEO of Flexport, a company that plans and manages shipping globally. Perfectly positioned, then, to lay out the inside story on how companies have been affected by President Trump's tariffs and what happens next. Hosted on Acast. See acast.com/privacy for more information.
Ryan Peterson is the CEO of Flexport, a company that plans and manages shipping globally. Perfectly positioned, then, to lay out the inside story on how companies have been affected by President Trump's tariffs and what happens next. Hosted on Acast. See acast.com/privacy for more information.
In this episode, Azeem Azhar speaks with Ryan Petersen, CEO and founder of logistics platform Flexport, about the current state of global trade amidst escalating tariffs, geopolitical tensions, and technological disruption. Ryan offers unique insights from the frontlines of the US-China trade war and explores how businesses are adapting to a rapidly changing landscape. (00:00) Episode trailer (01:12) Ryan's overall thoughts and predictions (03:40) Why shipping is crucial to your everyday life (08:07) Why tariffs may actually increase global shipping (11:34) Who's pausing their China shipments? (14:29) The mindset of Flexport customers right now (16:02) Is this the end of globalization? (21:48) The fragility and resiliency of global trade (25:27) The most underrated story in the world (30:25) How tech has changed global trade (36:31) Who will win in the new trade settings? (41:20) What could a U.S-China trade deal look like? Ryan's links:Flexport https://www.flexport.com/ Twitter/X https://x.com/typesfast LinkedIn https://www.linkedin.com/in/rpetersen/Azeem's links: Substack: https://www.exponentialview.co/ Website: https://www.azeemazhar.com/ LinkedIn: https://www.linkedin.com/in/azhar Twitter/X: https://x.com/azeem Our new showThis was originally recorded for "Friday with Azeem Azhar", a new show that takes place every Friday at 9am PT and 12pm ET. You can tune in through my Substack linked below. The format is experimental and we'd love your feedback, so feel free to comment or email your thoughts to our team at live@exponentialview.co.Produced by supermix.io and EPIIPLUS1 Ltd
Ryan Peterson, CEO of Flexport, a platform for global logistics, joins Jamie Weinstein to discuss the effects of President Trump's tariffs and how companies are being swallowed by the trade wars. The Agenda: —Understanding the executive orders —Businesses are devastated by losses —How brands like Walmart are coping —Dealmaking with China —What is the end game? —Invasion of Taiwan and likely trade scenarios —Update on Houthi attacks —Advising President Trump The Dispatch Podcast is a production of The Dispatch, a digital media company covering politics, policy, and culture from a non-partisan, conservative perspective. To access all of The Dispatch's offerings—including members-only newsletters, bonus podcast episodes, and regular livestreams—click here. Learn more about your ad choices. Visit megaphone.fm/adchoices
Flexport was a breakout success—reimagining global trade with tech at its core. But when the freight market cooled and efficiency overtook service, things started to unravel. Founder Ryan Petersen stepped aside, handing the CEO role to former Amazon exec Dave Clark. Months later, he was back at the helm.In this episode, Ryan explains what went wrong, how he's rebuilding Flexport—cutting $300M in costs, restoring customer focus—and why promoting from within beats chasing outside stars. He also weighs in on Trump's proposed tariffs and what they could mean for the future of global trade.Chapters: 00:00 Trailer00:31 Introduction02:07 Meeting smart people, seeing the world03:40 Eroded margins09:52 Charismatic and overconfident15:32 Not an overnight decision20:08 The founder has returned23:10 Redoing the hiring26:38 No substitute for passion31:00 Working for and with my brother37:28 Working with forwarders42:14 Being a founder can be lonely47:49 Life's work54:06 The right person for the job1:00:55 19 countries1:04:57 Blowing people up1:07:24 Work and being a good dad1:08:34 Not doing it for money and loving money1:17:52 Import and export tariffs1:22:57 De minimis1:25:54 Panama and the Suez Canal1:36:50 Going public1:42:24 Who Flexport is Hiring 1:42:42 What "grit" means to Ryan1:43:06 OutroMentioned in this episode: Founders Fund, Amazon, Toyota Motor Corporation, Slack, Brex, Pedro Franceschi, Henrique Dubugras, United States Customs and Border Protection, ImportGenius, Michael Kanko, Y Combinator, Paul Graham, Intel Corporation, Shopify, Geely Holding (Zhejiang Geely Holding Group Co., Ltd.), The Volvo Group, Intuit TurboTax, David Petersen, BuildZoom, TechCrunch, Google, Figma, Barack Obama, Donald Trump, Jimmy Carter, Panama Canal Authority, United States Navy, Coinbase, Uber, AirbnbLinks:Connect with RyanXLinkedInConnect with JoubinTwitterLinkedInEmail: grit@kleinerperkins.comLearn more about Kleiner Perkins
On today's episode, cohosts Yasmin Gagne and Josh Christensen break down the latest news in the world of business and innovation, including President Trump delaying reciprocal tariffs, TikTok-alternative Skylight, a major win for college athletes, and Microsoft's 50th anniversary. (00:46) Next, Yaz and Josh interview Flexport CEO Ryan Petersen about how Flexport and the companies it works with are digesting the tariffs plus the continued uncertainty around global trade. (05:46) Finally, Yaz interviews cofounder and CEO of Colossal Biosciences, Ben Lamm, about the company's progress in trying to bring back the Woolly Mammoth and the criticism the company is facing after it unveiled three dire wolf puppies. (31:34) For more of the latest business and innovation news, go to: https://www.fastcompany.com/news For the latest ‘Fast Company' coverage on Trump's tariffs, go to: https://www.fastcompany.com/section/tariffs
On today's episode, cohosts Yasmin Gagne and Josh Christensen break down the latest news in the world of business and innovation, including President Trump delaying reciprocal tariffs, TikTok-alternative Skylight, a major win for college athletes, and Microsoft's 50th anniversary. (00:46) Next, Yaz and Josh interview Flexport CEO Ryan Petersen about how Flexport and the companies it works with are digesting the tariffs plus the continued uncertainty around global trade. (05:46) Finally, Yaz interviews cofounder and CEO of Colossal Biosciences, Ben Lamm, about the company's progress in trying to bring back the Woolly Mammoth and the criticism the company is facing after it unveiled three dire wolf puppies. (31:34) For more of the latest business and innovation news, go to: https://www.fastcompany.com/news For the latest ‘Fast Company' coverage on Trump's tariffs, go to: https://www.fastcompany.com/section/tariffs
Ryan Petersen is the CEO of Flexport. Adam Parker is the CEO of Trivariate Research. Today we host an 'emergency' special report on the impact of tariffs on tech and the economy. Join us for the first half where Petersen breaks down what the administration is hoping to do with its tariff policy, whether it's advisable, what the near and long term impacts will be, and whether Trump will blink. In the second half, Parker, a star equity analyst, highlights how Amazon, Apple, Google, Meta, Microsoft, NVIDIA, and Tesla will react to the tariffs. Tune in for a comprehensive deep dive on what's driving the biggest economic disruption in years and what happens from here. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Here's Ryan Petersen's tariff briefing: https://youtu.be/Z1rBu2-lEY8?si=8ptEQdrU9yiCHWLO For weekly updates on the show, sign up for the pod newsletter on LinkedIn: https://www.linkedin.com/newsletters/6901970121829801984/ Support Big Technology? Here's 40% off for the first year premium subscription: https://tinyurl.com/bigtechnology Questions? Feedback? Write to: bigtechnologypodcast@gmail.com
Aviram Hassan is Co-Founder & CEO of MetalBear, the cloud development platform that lets developers run local code as if it were part of their remote environment. Their project, mirrord, has 4K stars on GitHub and is loved by users at companies like SentinelOne, Flexport, and Run.ai. In this episode, we dig into:How traditional staging environments create friction for cloud developersTheir unique approach that allows for concurrency - and educating the market on itHow open source helped build trust with big, enterprise customers early The story behind their first big customer winFocusing on a killer, fast time to value implementation Introducing monetization early, and how their products align with open source mirrord
Tariffs, Trump, AI, nature, and science. Are the tariffs insane, or brilliant? Will Trump actually bring manufacturing back to the U.S.? How are the “reciprocal tariffs” calculated, what game is everyone playing, and how long will it take to know who wins? Then: AI marches us further into the Cartesian Crisis; can we restore our humanity? Scientific American claims that too much nature is bad for you (it's not), and finally, some words from County Highway, and why we should consider being quiet and listening to Aslan.*****Our sponsors:CrowdHealth: Pay for healthcare with crowdfunding instead of insurance. It's way better. Use code DarkHorse at http://JoinCrowdHealth.com to get 1st 3 months for $99/month.Pique's Nandaka: delicious mushroom, tea, and chocolate drink that provides all day energy. Get 20% off plus free frother+beaker at http://www.Piquelife.com/DARKHORSESundays: Dog food so tasty and healthy, even husbands swear by it. Go to http://www.sundaysfordogs.com/DARKHORSE to receive 35% off your first order.*****Join us on Locals! Get access to our Discord server, exclusive live streams, live chats for all streams, and early access to many podcasts: https://darkhorse.locals.comHeather's newsletter, Natural Selections (subscribe to get free weekly essays in your inbox): https://naturalselections.substack.comOur book, A Hunter-Gatherer's Guide to the 21st Century, is available everywhere books are sold, including from Amazon: https://amzn.to/3AGANGg (commission earned)Check out our store! Epic tabby, digital book burning, saddle up the dire wolves, and more: https://darkhorsestore.org*****Tucker Carlson & Treasury Secretary Scott Bessent: https://x.com/tuckercarlson/status/1908204378613248067Jeffrey Sachs – Trump is uniting the world against the U.S.: https://x.com/AskBabaDog/status/1908232709417402724Ross Perot in 1992, and the “giant sucking sound:” https://www.youtube.com/watch?v=VRr60nmDyu4&t=1sBalaji on “nuking supply chains,” quote-tweeting Flexport's graph of the formula used to generate “reciprocal tariffs”: https://x.com/balajis/status/1907645443221463105AI alignment on tariffs: https://x.com/krishnanrohit/status/1907587352157106292AI turns images into full-body animations: https://x.com/minchoi/status/1907799412094427205Scientific American warns against spending too much time in nature: https://www.scientificamerican.com/article/time-spent-in-nature-is-good-for-your-brain-but-an-excess-can-negate-these/Zagnoli et al 2022. Is Greenness Associated with Dementia? A Systematic Review and Dose–Response Meta-analysis. Curr Envir Health Rpt 9: 574–590: https://link.springer.com/article/10.1007/s40572-022-00365-5County Highway: https://www.countyhighway.comRalston College's Sophia Lectures: https://www.ralston.ac/events/the-sophia-lectures-with-bret-weinstein-and-heather-HeyingSupport the show
Send us a textSubscribe to AG Dillon Pre-IPO Stock Research at agdillon.com/subscribe;- Wednesday = secondary market valuations, revenue multiples, performance, index fact sheets- Saturdays = pre-IPO news and insights, webinar replays00:00 - Intro00:07 - CoreWeave Prices IPO at $19B Valuation 01:18 - eToro Files for US IPO as Commissions Surge 02:07 - Crusoe Secures $225M to Expand AI Data Centers 03:15 - OpenAI Targets $29.4B in 2026 Revenue05:43 - Databricks and Anthropic Strike Enterprise AI Deal 06:39 - Flexport Misses Profit Target, Remains at $8B Valuation 07:43 - Starlink Signs Distribution Deals in India
This week on Turpentine VC, we're sharing Erik Torenberg's interview with Susa Venture's Chad Byers, which originally aired in September 2023. Chad discusses the firm's journey, their fund structures, and their vision for specialized seed investing, emphasizing the importance of focus, discipline, and adapting to market dynamics. —
Trump's tariff war is causing vast disruption across international trade. Ryan Petersen, founder and CEO of worldwide logistics and shipping platform Flexport, shares a behind-the-scenes look into how global commerce truly functions right now. Petersen also explores AI's exciting impact on common supply chain woes, why business leaders should surprisingly lean into micromanagement, and more. Whether you're a scrappy startup or well-established organization, Petersen reveals why the current trade crisis could unlock hidden opportunities.This episode is brought to you in partnership with Stripe — empowering businesses around the world to make progress.Visit the Rapid Response website here: https://www.rapidresponseshow.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Flexport accuses Freightmate of being the product of "theft, not ingenuity" in its lawsuit against the startup. Learn more about your ad choices. Visit podcastchoices.com/adchoices
As tariff drama continues to heat up, Ryan Petersen, CEO of Flexport (one of the hottest freight forwarders in the world) came on the show to unpack the impact. Ryan also dives deep into the hidden world of US shipping, opportunities for AI automation in logistics, reflections on building Flexport, and some supply chain conspiracy theories.(00:00) Intro(01:16) Flexport's Mission and Operations(02:28) Impact of Tariffs on Businesses(05:15) Navigating New Duties and Regulations(09:19) Flexport's Strategic Response(14:39) Challenges in U.S. Shipping Policies(28:21) Union Influence on Port Automation(40:35) National Security and Trade Negotiations(41:06) Tariffs and Business Planning Challenges(42:16) Investment Opportunities in Ports(44:02) Port Automation and AI Integration(45:09) Flexport's Big Tech Launch(47:02) AI's Role in Supply Chain Management(53:14) Digitizing Freight Contracts(58:18) Lessons from Flexport's Growth(01:09:13) Conspiracy Theories in Shipping Executive Producer: Rashad AssirProducer: Leah ClapperMixing and editing: Justin Hrabovsky Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA
This week, Sasha Orloff is joined by Ankur Dahiya, CEO and founder of Fifteenth, a B2B fintech startup using AI to modernize the tax industry, as they discuss his journey from navigating complex stock options at Flexport to transforming CPA services, the challenges of scaling a tax-focused business, the role of AI in automating tax processes, and his vision for more efficient, accessible tax advisory following a successful funding round. -- SPONSORS: Notion Boost your startup with Notion—the ultimate connected workspace trusted by thousands worldwide! From engineering specs to onboarding and fundraising, Notion keeps your team organized and efficient. For a limited time, get 6 months of Notion AI FREE to supercharge your workflow. Claim your offer now at https://notion.com/startups/puzzle Puzzle
Stuart Leung had occupied the CFO office at Flexport for only a few months when he realized the supply chain management company's growing margin pressures stemmed not from a single root cause but from many. From pricing misalignment to invoice errors, Leung had compiled a lengthy list of snags. Along the way, he began empowering the people closest to each issue to drive the necessary improvements. By implementing more than 15 “big rock” initiatives—tracked through monthly reviews—Flexport rapidly identified, tested, and refined solutions. This cross-functional, data-centric effort not only began restoring margins but also created a replicable model of continuous improvement.That turnaround effort, Leung tells us, echoed lessons he learned earlier in his career. As a young analyst at an investment bank, he quickly discovered how fundamental analysis and modeling could uncover hidden risks. Later, private equity taught him the vital link between operational decisions and financial outcomes—a perspective he solidified while leading finance and supply chain for a small consumer brand. When he encountered Flexport as a paying customer, its tech platform so thoroughly simplified his logistics challenges that he became a believer in its end-to-end visibility.
The Capitalism and Freedom in the Twenty-First Century Podcast
Jon Hartley and Joe Lonsdale discuss Joe's career, co-founding Palantir, Addepar, and OpenGov, venture capital investing, defense tech, DOGE, Elon Musk, regulation, and the prospects for generative artificial intelligence. Recorded on December 12, 2024. ABOUT THE SPEAKERS: Joe Lonsdale is the founder and managing Partner at 8VC, an early-stage venture capital firm managing over $6 billion in capital. In 2003, he founded Palantir Technologies (NYSE:PLTR), a global software company known for its work supporting US and its allies' defense and intelligence. Since then, he has founded more than a dozen prominent companies, including Addepar, a wealth management platform with about $5 trillion, and OpenGov, the leading cloud software provider for local governments. He continues to create and scale companies through the 8VC Build program. As an investor, Joe was an early backer of companies like Anduril Industries, Oculus (acq.FB), Guardant Health (NASDAQ:GH), Oscar (NYSE:OSCR), Illumio, Wish (NASDAQ:WISH), JoyTunes, Blend (NYSE:BLND), Flexport, Joby Aviation (NYSE:JOBY), Orca Bio, Qualia, Synthego, RelateIQ (acq. CRM), Yugabyte, and others. Joe and his wife Tayler are active in a variety of philanthropic and institutional pursuits. In 2018, they founded the non-partisan Cicero Institute, which crafts and advances policies to promote effective and accountable governance, and is now successfully battling special interests with teams in over a dozen states. In 2021, Joe became the founding chairman of the board of the University of Austin(UATX), a new university dedicated to restoring the pursuit of truth in higher education. He also sits on the board of the Ronald Reagan Presidential Foundation & Institute. Joe, Tayler, and their four daughters live in Austin, TX. Jon Hartley is the host of the Capitalism and Freedom in the 21st Century Podcast at the Hoover Institution and an economics PhD Candidate at Stanford University, where he specializes in finance, labor economics, and macroeconomics. He is also currently an Affiliated Scholar at the Mercatus Center, a Senior Fellow at the Foundation for Research on Equal Opportunity (FREOPP), and a Senior Fellow at the Macdonald-Laurier Institute. Jon is also a member of the Canadian Group of Economists, and serves as chair of the Economic Club of Miami. Jon has previously worked at Goldman Sachs Asset Management as well as in various policy roles at the World Bank, IMF, Committee on Capital Markets Regulation, US Congress Joint Economic Committee, the Federal Reserve Bank of New York, the Federal Reserve Bank of Chicago, and the Bank of Canada. Jon has also been a regular economics contributor for National Review Online, Forbes, and The Huffington Post and has contributed to The Wall Street Journal, The New York Times, USA Today, Globe and Mail, National Post, and Toronto Star among other outlets. Jon has also appeared on CNBC, Fox Business, Fox News, Bloomberg, and NBC, and was named to the 2017 Forbes 30 Under 30 Law & Policy list, the 2017 Wharton 40 Under 40 list, and was previously a World Economic Forum Global Shaper. ABOUT THE SERIES: Each episode of Capitalism and Freedom in the 21st Century, a video podcast series and the official podcast of the Hoover Economic Policy Working Group, focuses on getting into the weeds of economics, finance, and public policy on important current topics through one-on-one interviews. Host Jon Hartley asks guests about their main ideas and contributions to academic research and policy. The podcast is titled after Milton Friedman‘s famous 1962 bestselling book Capitalism and Freedom, which after 60 years, remains prescient from its focus on various topics which are now at the forefront of economic debates, such as monetary policy and inflation, fiscal policy, occupational licensing, education vouchers, income share agreements, the distribution of income, and negative income taxes, among many other topics. For more information, visit: capitalismandfreedom.substack.com/
Kevin Jiang of Mangusta Capital joins Nick to discuss Investing in xAI, Wiz, and Flexport; Masayoshi Son's Superpower; How Elon Will Win the LLM War; and Whether AI Is an Extinction-Level Event for SaaS. In this episode we cover: Choosing Early-Stage Investing Over Growth Investing Masayoshi and SoftBank's Investment Decisions X AI and Elon Musk's Vision for AI Vertical AI and Industry-Specific Solutions Scalability and Expansion in Vertical AI Challenges and Opportunities in AI Adoption Guest Links: Kevin Jiang's LinkedIn Company's LinkedIn Company's Website Kevin Jiang's Twitter/X The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter. Are you a founder looking for your next investor? Visit our free tool VC-Rank and we'll send a list of potential investors right to your inbox!
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
Zachary Bookman is Co-Founder and CEO of OpenGov, the GovTech cloud software leader that was acquired for a staggering $1.8BN earlier this year. Prior to acquisition, Zac raised over $180M from some of the best of the best including Marc Andreesen, Josh Kushner, Joe Lonsdale and Founder Collective to name a few. Zac is also a successful angel investor with investments in Flexport, Flock Safety and Addepar. In Today's Show with Zac Bookman We Discuss: 04:27 Navigating Enterprise Sales and Pricing Strategies 07:49 The Importance of High Gross Retention in SaaS 11:03 Investor Relations and the Power Law in Venture Capital 14:32 WTF is Product Market Fit 18:14 What No One Knows About M&A 20:05 Fundraising Challenges and Lessons Learned 32:51 What Marc Andreesen Taught Me About Boards 34:18 Why Founders and Investors are Misaligned 35:29 The OpenGov Acquisition: Selling for $1.8BN 37:22 What Does It Feel Like to Sell for $1.8BN 43:58 Why Venture Capital is a S*** Asset Class 45:13 Investment Mistakes and Lessons 01:02:05 The Importance of In-Person Collaboration
Cyan Banister (@cyantist) is a general partner at Long Journey Ventures, an early-stage venture capital firm focused on early and new investments. Cyan was an early investor in Uber, SpaceX, DeepMind, Flexport, and Affirm and has invested in more than 100 companies. Prior to that, she was at Founders Fund, a top-tier fund in San Francisco. Subscribe to Cyan's Substack at uglyduckling.substack.com.Sponsors:Eight Sleep's Pod 4 Ultra sleeping solution for dynamic cooling and heating: https://eightsleep.com/tim (save between $400 and $600 on the Pod 4 Ultra)AG1 all-in-one nutritional supplement: https://DrinkAG1.com/Tim (1-year supply of Vitamin D (and 5 free AG1 travel packs) with your first subscription purchase.)Wealthfront high-yield cash account: https://Wealthfront.com/Tim (Start earning 4.25% APY on your short-term cash until you're ready to invest. And when new clients open an account today, you can get an extra fifty-dollar bonus with a deposit of five hundred dollars or more.) Terms apply. Tim Ferriss receives cash compensation from Wealthfront Brokerage, LLC for advertising and holds a non-controlling equity interest in the corporate parent of Wealthfront Brokerage. See full disclosures here.Timestamps:[00:00] Start [06:16] Early life and education as a white minority on a Navajo reservation.[11:18] Strained family dynamics and a cycle of neglect.[18:20] The intervention of Officer Pratt and becoming a ward of the state at 15.[22:46] Crusty punk survival strategies and life on the streets.[32:02] The positive influence of Cyan's "second" mother.[34:17] Crass, Chris Collins, and computers.[38:03] An unorthodox path to angel investment beginning with Uber.[48:13] Niantic/Pokemon GO.[56:27] How stalking Garrett Langley led to a Flock Security investment.[01:00:07] GameCrush, activist investors, and lessons learned.[01:07:00] Sales lessons from the street.[01:10:08] A mindful approach to questioning narratives.[01:15:35] The pre-OnlyFans story of Zivity.[01:24:44] Views on sex and relationships.[01:28:47] Magic glasses, esoteric rabbit holes, and rolling the dice.[01:44:02] How Aleister Crowley and Bill Murray paved a path to ex-atheism.[02:02:21] Cyan's billboard.[02:04:41] Enduring a stroke and its aftermath.[02:08:31] Meditation, throat-singing, and philosophy.[02:17:50] The Boston spiritual experience and duck boat baptism.[02:40:53] A book in the works, the Ugly Duckling Substack, and parting thoughts.*For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissPast guests on The Tim Ferriss Show include Jerry Seinfeld, Hugh Jackman, Dr. Jane Goodall, LeBron James, Kevin Hart, Doris Kearns Goodwin, Jamie Foxx, Matthew McConaughey, Esther Perel, Elizabeth Gilbert, Terry Crews, Sia, Yuval Noah Harari, Malcolm Gladwell, Madeleine Albright, Cheryl Strayed, Jim Collins, Mary Karr, Maria Popova, Sam Harris, Michael Phelps, Bob Iger, Edward Norton, Arnold Schwarzenegger, Neil Strauss, Ken Burns, Maria Sharapova, Marc Andreessen, Neil Gaiman, Neil de Grasse Tyson, Jocko Willink, Daniel Ek, Kelly Slater, Dr. Peter Attia, Seth Godin, Howard Marks, Dr. Brené Brown, Eric Schmidt, Michael Lewis, Joe Gebbia, Michael Pollan, Dr. Jordan Peterson, Vince Vaughn, Brian Koppelman, Ramit Sethi, Dax Shepard, Tony Robbins, Jim Dethmer, Dan Harris, Ray Dalio, Naval Ravikant, Vitalik Buterin, Elizabeth Lesser, Amanda Palmer, Katie Haun, Sir Richard Branson, Chuck Palahniuk, Arianna Huffington, Reid Hoffman, Bill Burr, Whitney Cummings, Rick Rubin, Dr. Vivek Murthy, Darren Aronofsky, Margaret Atwood, Mark Zuckerberg, Peter Thiel, Dr. Gabor Maté, Anne Lamott, Sarah Silverman, Dr. Andrew Huberman, and many more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Episode 648: Shaan Puri ( https://x.com/ShaanVP ) talks to Flexport founder Ryan Petersen ( https://x.com/typesfast ) about playing both games: bootstrapping a startup to millions and raising venture capital to build a multi-billion dollar company. — Show Notes: (0:00) Import Genius (5:36) Paul Graham's superpower (9:34) Data-as-a-service framework (13:51) Charlie Munger's worldly wisdom (19:45) Prioritizing adventure (24:09) The paradox of wealth (28:51) Charlie Munger's student experiment (31:00) Negotiation masterclass (37:23) Inside Founders Fund (43:16) Being in a crowd v following a crowd (46:29) Highs and lows (48:52) "You can just do things" (50:16) Unseen arbitrages (53:00) $50M Phone booths — Links: • Flexport - https://www.flexport.com/ • ImportGenius - https://www.importgenius.com/ • Schlep Blindness - https://paulgraham.com/schlep.html • Poor Charlie's Almanack - https://www.stripe.press/poor-charlies-almanack • Founders Fund - https://foundersfund.com/ — Check Out Shaan's Stuff: Need to hire? You should use the same service Shaan uses to hire developers, designers, & Virtual Assistants → it's called Shepherd (tell ‘em Shaan sent you): https://bit.ly/SupportShepherd — Check Out Sam's Stuff: • Hampton - https://www.joinhampton.com/ • Ideation Bootcamp - https://www.ideationbootcamp.co/ • Copy That - https://copythat.com • Hampton Wealth Survey - https://joinhampton.com/wealth • Sam's List - http://samslist.co/ My First Million is a HubSpot Original Podcast // Brought to you by The HubSpot Podcast Network // Production by Arie Desormeaux // Editing by Ezra Bakker Trupiano