Dustin McIntire

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.…

In today’s supply chain landscape, digital transformation is no longer optional—but as the panelists in the latest Supply Chain Now webinar revealed, it’s also not just about technology. Hosted by Scott Luton and Jake Barr, this conversation brought together two powerhouse leaders: Eliza Simeonova, Quality Supply Chain Operations Officer at Haleon, and Philip Vervloesem, Chief Commercial & Markets Officer at OMP. Together, they tackled one of the most pressing challenges of our time—how to lead meaningful, people-centered transformation in an age increasingly defined by AI. A few insights stood out: Technology isn’t the hero—people are. True digital transformation begins with clarity of purpose, disciplined simplification, and leaders who stay close to the work. AI amplifies human intelligence, it doesn’t replace it. The most successful organizations empower their teams to collaborate with technology, not compete against it. Waiting for perfection is the biggest risk. Progress comes from experimentation, agility, and the courage to act before every variable is known. From redefining leadership mindsets to practical strategies for upskilling teams, this discussion offered an inspiring roadmap for supply chain leaders ready to embrace what’s next. Watch the full webinar on demand: Register to view the replay »Download the companion resource: 5 Must-Know…