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October 9, 2020
This Week on Supply Chain Now: October 5th – 9th
We continued this week on Supply Chain Now with more great interviews, conversations, livestreams, and episodes! Did you miss any episodes? On Monday, Scott and Karin Bursa introduced our newest Supply Chain Now program, TEKTOK, to our audience! On Tuesday, Scott and Greg welcomed Dan Reeve with Esker back to Supply Chain Now for a conversation about increasing supply chain visibility and cash flow. We published our Supply Chain Buzz on Wednesday, where Scott & Karin discussed the top news in supply chain for the week, and also welcomed featured guest, Lora Cecere with Supply Chain Insights to the podcast. On Thursday, we continued with the second half of Greg’s interview with Sarah Barnes-Humphrey for TECHquila Sunrise. And to wrap up the week, Scott and Greg welcomed Ashfaque Chowdhury, PhD with XPO Logistics to the podcast for a great conversation. Which was your favorite episode this week? Never miss an episode by subscribing to Supply Chain Now! Make sure you tune in next week for more great conversation, timely topics, and exceptional guests.
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.…