Anthony Clervi

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.…

Warehousing historically hasn’t been a particularly exciting topic. But times have changed. Thanks to technological innovations, warehouse automation has made the receiving, housing, and distributing of goods truly fascinating stuff. At Supply Chain Now, we spotlight companies doing exciting things throughout the industry. In modern warehousing, the innovations garnering attention include systems integrations involving robotics, automation, and artificial intelligence (AI); the use of optical character recognition (OCR) technology in yard management; an “elegant” automated storage and retrieval system (AS/RS); and a solution called Chuck. Warehousing at a Crossroads: Innovation for Efficiency “The warehousing industry is experiencing a technological revolution, with advancements in automation, robotics, IoT, AI, and data analytics transforming operations and driving efficiency. These innovations are not just enhancing operational capabilities but are also paving the way for smarter, more connected, and efficient warehouse environments,” an October report by Taiwan-based logistics property developer ALP said. ALP said AS/RSs, automated guided vehicles (AGVs), and robotics “are at the forefront of the smart warehousing revolution. These systems enhance efficiency, reduce labor costs, and improve accuracy.” AI and Robotics: A New Frontier for Modern Warehousing A Forbes Council post in November said that “one of the most visible impacts of AI and…