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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.…
April 9, 2021
This Week In Supply Chain Now: April 5th – 9th
It’s been a great week here at Supply Chain Now! Stay in the loop with all our latest conversations right here. We kicked off the week on Monday with 3 new episodes! In this episode, Greg White and Scott Luton welcomed Logan Ensign with Alloy and Katlyn Davis with Valvoline to Supply Chain Now to discuss how sales and supply chain can work together for retail success. On This Week in Business History, host Scott W. Luton interviewed an entertainment industry trailblazer: Ellen Snortland. In this wide-ranging, fascinating discussion, Ellen shares her incredible journey from helping her family survive a horrible, life-changing flood in South Dakota t0 forming the first all-female theater company in Santa Barbara, California – – and beyond! On Supply Chain Now en Espanol, hosts Enrique Alvarez and Demo Pérez welcomed Juan Carlos Croston, president of the Caribbean Shipping Association, to the podcast. On Tuesday, we released 2 new episodes. TEK TOK Digital Supply Chain Podcast released a replay of its latest livestream in which hosts Karin Bursa and Scott Luton welcomed Mallery Dosdall with Red Wing Shoe Co. to learn how S&OP can make an enormous impact on business. On TECHquila Sunrise, host Greg White discusses…