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September 17, 2021
This Week In Supply Chain Now: September 13th – September 17th
Stay up to date on all the latest conversations, interviews, and episodes we released this week here at Supply Chain Now! On Monday we started the week off with an episode of Supply Chain Now with Scott Luton and TEKTOK host Karin Bursa! The two welcomed COO of SAPICS, Jenny Froome, and the Business Development Executive at SAPICS, Tonya Lamb. On Tuesday, we published a new episode of This Week In Business History with host Kelly Barner. On Tuesday, Scott reflects on the 2021 global summit with Lora Cecere, Kelly Barner, and Kevin L. Jackson. These four talk about some of the most impactful conversations that happened during the event, including effective leadership and how it goes hand in hand with supply chain planning, and more. On Wednesday we released an episode of Logistics With Purpose. This episode features Henok Berhanu, Founder & CEO of Carry 117, and Ashley Bohinc, Executive Director of Carry 117. On Thursday we published a new episode of the Freight Insider with host Page Siplon. Page welcomed Christian Fischer, President and CEO of Georgia Pacific, to the show. On Friday, we published the podcast version of our Monday Supply Chain Buzz livestream, with special guest,…
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.…