More
June 19, 2020
This Week on Supply Chain Now: Week of June 15th-19th
Another great week here at Supply Chain Now! Have you listened to all the episodes? If not, you can check them all out here: We introduced a new series on Monday, with This Week in Business History, where Scott looks back at some of the biggest historical events in business history for the week ahead. Supply Chain Now · “June 15th- This Week in Business History: Goodyear, IBM, & More” Then on Tuesday, we continued in the Logistics with Purpose series and welcomed Melenie York with Whitehouse & Schapiro. Supply Chain Now · “Logistics with Purpose: Melenie York with Whitehouse & Schapiro” On Wednesday, Scott and Greg tackled the top news in supply chain on the Supply Chain Buzz. Supply Chain Now · “Supply Chain Buzz for June 15th: Grocery, Bots, Retail Challenges, & More” Scott and Greg were joined by Radu Palamariu with Alcott Global on Thursday, as they discussed the current supply chain talent market. Supply Chain Now · “Key Observations in the Current Supply Chain Talent Market: Radu Palamariu with Alcott Global” And we wrapped up the week with a world-class supply chain leader as Scott and Greg…
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.…