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August 14, 2020

This Week on Supply Chain Now: August 8th – 14th

Another BIG week at Supply Chain Now! If you missed an episode, get a quick summary and listen here! We published a great Logistics with Purpose episode on Saturday the 8th, featuring Shane Buerster with Z Beans Coffee. Supply Chain Now · “Logistics with Purpose: Shane Buerster with Z Beans Coffee”       On Monday, Scott and Greg spoke with Keith Saunders, Vice President of Direct Materials and Sourced Finished Goods at Zep Inc.   Supply Chain Now · “Supply Chain Front & Center: Keith Saunders with Zep Inc.”     Stephanie Thum talked about relentlessly focusing on the customer on the podcast on Tuesday with Scott and Greg.   Supply Chain Now · “Relentlessly Focused on the Customer: Stephanie Thum with Practical CX”     On Wednesday, we published this week’s Supply Chain Buzz, which featured an excellent interview with Andrew Kelley, the CCO of Boxlock.   Supply Chain Now · “The Supply Chain Buzz for August 10th with Featured Guest Andrew Kelley from BoxLock”   On Thursday, we shared another great episode in the TECHquila Sunrise series with Greg White, where Greg shares the latest investments, acquisitions, innovations, and glorious implosions in Supply Chain Tech every week.…
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.…