David Robinson

From Uber to Foundational Industries At Manifest 2026, Scott Luton sat down with Rachel Holt, Co-Founder and Managing Partner of Construct Capital, to explore how venture capital is fueling the next era of supply chain innovation. Construct Capital, now six years old, was founded in early 2020 with a bold thesis: transform foundational industries that represent nearly half of GDP: supply chain, logistics, manufacturing, mobility, infrastructure, and defense. When the fund launched, Holt recalls many skeptics asking whether supply chain and logistics were truly venture-scale opportunities. It echoed what she heard when she joined Uber in 2011, when transportation was considered slow moving and heavily regulated. Yet Uber went on to redefine personal logistics. Her final years at Uber brought a pivotal lesson. While the rides business operated with second-by-second visibility, the company’s e-bike and scooter supply chain operated in near darkness. Products shipped from China would disappear for weeks at sea, briefly reappear at ports, then stall again in customs. “We had no visibility, we had no ability to reroute,” Holt shared, as this Eureka moment would go on to help shape her investment focus.   The Visibility Gap at the Seams Supply chain, Holt emphasized, is not monolithic.…

Change is certainly going to come, and a number of developments are expected to impact the supply chain in 2025. That includes the increased adoption of artificial intelligence (AI) and robotics, investment growth in renewable energy, and momentum gains for nearshoring. No matter what happens in 2025, Supply Chain Now will be there every day to serve as the voice of the industry and keep supply chain podcast listeners informed about the big ideas as well as the little changes that could make a big impact. Ongoing Disruptions Are Set to Impact Industry The question isn’t whether there will be supply chain disruptions in 2025. It’s a matter of when, where, and the cause of the disruption. The International Longshoremen’s Association could go on strike again in January if a contract agreement is not reached. The Houthi could stage more attacks on containerships in the Red Sea at any time. And weather-related disasters could range from deadly ice storms to floods to hurricanes anywhere in the country. “Looking ahead to 2025, we can predict some major shifts and challenges for supply chains. Right now, businesses around the world are facing increasing pressure to adapt to new technologies, environmental impacts, and…