Dr. Kevin Strathy

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.…

Special Guest Blog Post written by Brittany Caskey, Chief Commercial Officer – Logistics with DP World Americas   I was recently invited to speak with students in the Supply Chain and Logistics Organization at Georgia Tech, and it reminded me why I still find this industry so energizing. I walked them through my own path — starting in logistics right out of college, building my foundation at UPS in sales and sales management, and eventually stepping into my role today as Chief Operating Officer at DP World in the Americas. What I shared with them is something I still believe deeply: logistics keeps life interesting, because no two days are ever the same. Customer expectations change. Geopolitical realities shift. Trade lanes evolve. Weather, labor, technology — everything is in constant motion. That constant change is what keeps logistics professionals sharp and solutions focused. It’s also why customer experience has become the true differentiator in today’s supply chains. Because while disruption is unavoidable, how you manage it is a choice.   Customers Don’t Care Why — They Care That It Works One message I emphasized with the students is the same one I reinforce with customers and teams every day: customers…