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February 14, 2021
This Week on Supply Chain Now: February 1st – 5th
Hot off the Press! We’ve got all the latest news in supply chain this week right here. Read up and make sure you’re in the know about everything happening here on Supply Chain Now, including all the latest podcasts, livestreams, & more! On Monday, Supply Chain Now hosts Jeff Miller (Supply Chain Is The Business) and Jamin Alvidrez (Logistics and Beyond!) sat down with Wayne Cragg – a professional driver, photographer and social media influencer. On Tuesday, Bobby Holland from U.S. Bank and Frank Hurst of Roadrunner Freight shared the results of the on the Q4 2020 report, interpreting what they may mean for the economy and the shipping industry in the short and longer term with Greg White and Scott Luton On Wednesday, Mario Rivera of ID Logistics joined the Supply Chain Now podcast to talk about creative, real-world problem solving with Co-hosts Greg White and Scott Luton On Thursday, Scott, Greg, & Karin sat down with Lee Klaskow from Bloomberg Intelligence, one of the leading industry analysts, especially as it relates to logistics and transportation On Friday, Scott Luton tackled a variety of developments including from this past week on the…
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.…