Cliff Isaacson

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.…

Stay up to date on all the latest conversations, interviews, and episodes we released this week here at Supply Chain Now. We started our week off with a Dial P for Procurement episode hosted by Kelly and Scott. They welcomed Member Services Manager at Una, Crystal Villareal and Philip Ideson, Founder and Managing Director, Art of Procurement. During the show, they discussed how to convert your vision for customer experiences into a set of tasks and priorities that guide your daily work and more. On This Week in Business History, Kelly has a very exciting lineup of stories! The topics in this episode ranged from the founder of the first African-American magazine to the introduction of the ATM. On Tuesday, Scott had the great opportunity of interviewing Dan Gingiss, Chief Experience Officer at The Experience Maker, LLC. In this episode, Scott talks with Dan about the secrets behind crafting remarkable customer interactions. On Wednesday, we published another episode of Logistics With Purpose with hosts Enrique Alverez, Matilda Ahrin, and Books for Africa’s Pat Plonski. The special guest for this episode was Madame Ambassador Hilda Suka Mafudze with the African Union. As you listen to this episode, look forward to learning…