Dr. Assheton Stewart Carter

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. On Monday, we released 2 new episodes! On this episode of Digital Transformers, produced in partnership with TNS, host Kevin L. Jackson welcomes Praveen Rao, Managing Director with IBM, to the podcast. On This Week in Business History, host Scott W. Luton relates true stories marking notable anniversary dates this week, including the Federal Aid Highway Act of 1956, the first Chevy Corvette to be produced in 1953, & more! On Tuesday, we released an episode of TEK TOK! In this episode, host Karin Bursa dives into 6 strategies that supply chain innovators are doing now to become more resilient. On Wednesday’s episode of Supply Chain Now, Scott Luton and Kelly Barner, Host of Dial P for Procurement, dive into the friction between North Face and the oil and gas industry – an industry that supplies the substance and materials North Face needs to make its products. Despite this, North Face is concerned with protecting their brand from the potential damage of publicly associating with oil and gas, leaving them in a tough spot with regard to their supply…