Jose Guillermo Suarez

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.…

It’s time for Supply Chain Now! Make sure you’re up to date on all the latest episodes, interviews, conversations, and livestreams right here!   On Monday, Tracie Ohonme & Angela Carlson with Samaritan’s Feet International joined us to talk about how their outreach has shifted due to COVID-19, leading with a servant-leader mentality, & more!     On Tuesday, Scott and Greg welcomed, VP of Client Solutions with Alloy, Logan Ensign, a business leader from an industry dynamo that is empowering companies to successfully bridge the gap between plans and reality.     On Wednesday, Mike Griswold, VP Analyst at Gartner, joined us to discuss the latest in retail supply chains from an analyst’s perspective.   On Thursday, Scott and Greg welcomed Jon Gold with NRF to share the key NRF takeaways and trade issues to keep an eye on.   On Friday, we replayed a recent livestream that kicked off our new partnership with The Assoication for Manufacturing Excellence (AME). Scott & Greg heard from Lee Alves with Simpler Consulting (an IBM Company), Jan Freyburgher with OpusWorks, Tony Spielberg with Cambridge Air Solutions, and Errette Dunn with Rever about the prevailing trends may drive manufacturing in 2021. Which was…