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December 22, 2020

This Week on Supply Chain Now: December 14th – 19th

Want to hear the latest supply chain trends and industry news? Make sure to catch up on all the latest episodes, interviews, conversations, and livestreams right here! On Saturday, Scott Luton and Vector Global Logistics’ Enrique Alvarez welcomed Patrick Nelson, a decorated combat veteran whose received the Bronze Star and the Purple Heart Medal, to hear his thoughts on what makes an effective leader in a challenging year like this.   On Monday, Scott welcomed Rod Sherkin with ProPurchaser.com back to the podcast to discuss one of our most asked topics: how to optimize the job search and truly stand out amongst the crowd.   On Tuesday’s podcast, we welcomed Sandro Natale with AT&T and Thomas Carter with TNS – Total Network Service to discuss digital engagement and digital transformations plus its role and purpose with your customers, employees, and partners.   On Wednesday, special guest Zachary Ramirez with Ally Logistics joined Scott and Greg to talk all about simplifying logistics in an ever more complex world.   On Thursday, Dale Wilkinson, Founder of goodgigs, joined us to share the trends he’s seeing among mission driven companies as the workforce remains virtual in the foreseeable future, the other media channels…
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.…