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supply chain
August 23, 2024
New Kids on the Block: Three Voices Transforming the Supply Chain
Supply chain management is constantly evolving. Whether you see the glass as half full or half empty, this dynamic environment brings both challenges and opportunities to the fore. The good news is that, while challenges continue to emerge, experts and thought leaders who offer insights and strategies are changing the industry, too. This article highlights three such visionaries — Searoutes Co-Founder & CEO Pierre Garreau, Noodle.ai Chief Operating Officer Michael Ciatto, and Owlery Co-Founder Travis Downs — who not only offer fresh perspectives but are also driving change through their innovative approaches. Three Voices Transforming the Supply Chain These experts have emerged with pragmatic solutions to many of today’s logistical problems, ushering in the potential for a more effective supply chain operation. True, many might consider them “new kids on the block,” but their thought leadership already resonates well across the entire industry. Pierre Garreau, Searoutes “Today’s businesses are under pressure to improve visibility over carbon emissions, as regulators and consumers alike place greater emphasis on emissions reduction. However, businesses struggle to build accurate visibility over emissions, instead turning to greenwashing and estimation as a means of signaling decarbonization efforts. Searoutes uses the physical characteristics of vessels, planes, and trucks,…
foundational industries investment
February 23, 2026
Investing at the Seams: Rachel Holt of Construct Capital on AI, Visibility, and the Race to Transform Foundational Industries
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.…