Evans Rainer

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.…

We continued this week on Supply Chain Now with more great interviews, conversations, livestreams, and episodes! Did you miss any episodes? On Saturday, we published an episode of Logistics & Beyond where Jamin interviewed Ryan Schreiber for a great episode on the power of authenticity.     Then on Monday, Scott and Greg welcomed self-proclaimed supply chain enthusiast and ambassador, Sofia Rivas Herrera to the podcast. On Tuesday, we published a recent episode of Supply Chain is Boring, with the Supply Chain Doctor Chris Barnes interviewed Ted Stank.     We published our Supply Chain Buzz on Wednesday, where Scott & Greg discussed the top supply chain news of the week, as well as great tips and information about breaking into and advancing in supply chain.     On Thursday, Scott interviewed Anne Robinson, PhD with Kinaxis for a great conversation on the significance of resiliency versus efficiency in the supply chain, and other corporate leadership topics.     And on Friday, we published the first half of Greg’s interview with Sarah Barnes-Humphrey for TECHquila Sunrise.     Which was your favorite episode this week? Never miss an episode by subscribing to Supply Chain Now! Make sure you tune in…