Zach Fredericks

Check out the new Primary Supply Chain Newsletter that @bradsvrluga and I started linkedin.com/posts/primary-…

@jbahrdestefano @tbpn 🔝

“low hundreds of millions” wow @tbpn: - Averages about 70k viewers per daily episode - was on course to generate around $30mn in revenue this year (largely from advertising) ft.com/content/4fe497…

@jbahrdestefano Never forget

My dad just reminded me of this My senior year in HS, we had one televised game on a local station in the Bronx I dropped 3 goals, so I got the post-game interview But they got my name wrong 🤣🤣🤣

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.

Oops, I guess the economists were right

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

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

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: congratsonalltheprogress.com/p/issue-34-fiv…

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. primary.vc/firstedition/p…

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. primary.vc/firstedition/p…

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

@alexrkonrad @Forbes Congrats @braveben !

News: Max Altman has launched a VC firm, Saga Ventures, with ex-Flexport exec Ben Braverman and 2x founder Thomson Nguyen. Altman, the third bro with Sam and Jack, tells @Forbes he wants to back startups building for "every American," not other techies. forbes.com/sites/alexkonr…

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!

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Best nearshoring content I've seen in a while! @MattSilver breaks down the rise of US-Mexico trade, the challenges in moving goods from Mexico to the US, and the opportunities for tech to address that. Great interview from @TheStalwart and @tracyalloway podcasts.apple.com/us/podcast/why…

If you're thinking about similar solutions in industrial markets, we'd love to hear from you!

An AI powered email app can automate consistent workflows, draft emails and save employees at SMBs who live in email a ton of time. That's a transformational ROI story that SaaS has struggled to prove to small businesses

Gen AI will allow communication interfaces (email & messaging) to replace systems of record for small businesses. Systems of record (ERPs etc) are incrementally helpful to SMBs that live in email. An AI-powered email/messaging app is transformational