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May 22, 2020
This Week in Supply Chain Now: May 18th – 22nd
Another great week here at Supply Chain Now! Have you listened to all the episodes? If not, no worries! Check them all out here: On Monday, we welcomed Dan Reeve with Esker to the show to talk about how organizations can leverage AI effectively to win in uncertain times. Supply Chain Now · “Leveraging AI Effectively to Win in Uncertain Times: Dan Reeve with Esker” We continued our Today in Manufacturing series on Tuesday, and welcomed Rebecca Bowman with The Clorox Company to Supply Chain Now, along with special co-hosts Jason Moss with Georgia Manufacturing Alliance and Laura Madajewsli with HLB Gross Collins. Supply Chain Now · “Today in Manufacturing: Rebecca Bowman with The Clorox Company” On Wednesday we published our popular Supply Chain Buzz, with Scott and Greg sharing and discussing the latest news and events in Supply Chain and beyond. Supply Chain Now · “Pharma Supply Chain, Reshoring, & TP: The Supply Chain Buzz for May 18th” Thursday we welcomed back Latia Thomas via livestream as she shared what the future of supply chain has in store. A bright future indeed! Supply Chain Now · “Latia Thomas: Leading the Charge into 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.…