In this episode, Madelyn O’Farrell chats with Jay Allardyce, Chief Product Officer at Octave (part of Hexagon), about how integrated data, design, and operations can transform industrial supply chains. Jay traces his path through HP, GE, Uptake, Google Cloud, and private equity–backed software to Octave, where he oversees tools that span the lifecycle of major infrastructure from design and build to operate and protect, including public safety and 911 systems. Using Octave’s partnership with the Visa Cash App Racing Bulls Formula 1 team, he explains F1 as a “traveling city” and a live example of an integrated, feedback-rich supply chain and digital thread, in contrast to the value lost at each handoff in most industries. He argues that reliability and cost efficiency start at design and depend on context-rich digital twins and continuous feedback loops, not just more data. Jay also highlights the importance of thoughtful AI adoption, praising safety-focused approaches like Anthropic’s and stressing that future, software-defined supply chains will be anticipatory networks enabled as much by better human questions and mindset shifts as by new technology. Don’t miss this great conversation. Highlights from their conversation include:

• Jay’s Career Journey Across HP, GE, Uptake, and Google (0:49)
• What Octave Is: Design, Build, Operate, Protect Software Portfolio (3:23)
• Octave’s Partnership With Formula 1 and Visa Cash App Racing Bulls (5:45)
• Treating F1 as a “Traveling City” and Supply Chain Showcase (6:20)
• Digital Thread, Digital Twins, and Supply Chain Feedback Loops (8:40)
• Cost of Broken Digital Threads and 1x–10x Value Loss at Handoffs (9:55)
• Reliability as System Context, Not Just Single-Part Failure (11:46)
• Step Back From the Data: First Principles and 360-Degree Asset View (13:30)
• How To Ground AI Initiatives Before Spinning Up Infrastructure (16:30)
• Society’s Need to Retrain How We Ask Questions of AI (18:50)
• Future Vision: Anticipatory, Software-Defined, Networked Supply Chains (20:08)

Dynamo Ventures is a venture firm backing founders upgrading the physical economy. As intelligence moves into critical infrastructure and technology collides with physics, industry is entering a new era of transformation - the industrial renaissance.

Born from the dirt and grit of supply chains and shaped by operations, not spreadsheets, Dynamo focuses on the complex realities of building in the real world. We invest in companies transforming infrastructure, manufacturing, logistics, transportation, and the systems that power global commerce.

Dynamo works closely with founders who combine ambition with a bias to action, bringing a builder mindset to venture capital through deep operational insight, systematic pressure-testing and hands-on partnership.

Our purpose is simple: to back the relentless shaping the industrial renaissance. Learn more at www.dynamo.vc

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