Venture 53 ignores fashionable sectors and backs the software, sensors and services that keep goods moving. Its advantage is less about a secret algorithm than a tightly packed network of people who already know freight.
FleetWorks is a San Francisco AI company rebuilding how freight gets matched and booked. Its voice and text AI agents handle the phone calls, texts, and emails that brokers and carriers trade to cover loads - work that has barely changed since the 1980s. Launched out of Y Combinator in 2023 by ex-Uber Freight and ex-Airbnb operators, FleetWorks now runs an 'always-on dispatcher' that connects with thousands of carriers daily and works with over 40 U.S. brokerages, including 15 of the top 100.
TrueNorth is a San Francisco software company building the operating system for trucking. Its AI dispatcher, Loadie, pulls freight from across the market and books loads for independent carriers and brokers - matching trucks to the most profitable freight, automating paperwork, and handling outreach. Backed by Sam Altman and Lachy Groom, the company wants to give solo truckers the economics and tooling of a large fleet.