Federico Gomez

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.…

This post is written by our friends at e2open. E2open is the connected supply chain software platform that enables the world’s largest companies to transform the way they make, move, and sell goods and services. Moving as one.™ Learn More: www.e2open.com.   Parcel used to be the lightweight cousin of freight: important, but not something that kept supply chain leaders up at night. Those days are long gone. Today, parcel volumes rival truckload execution in complexity, visibility requirements, and cost impact. For many enterprises, parcel management software now determines whether omnichannel promises are kept—or quietly broken—one late delivery at a time. The problem isn’t parcel itself, but where it lives. When parcel operates in a separate system from your transportation management system (TMS), costs creep up, execution gets messy, and performance suffers. Integrating parcel directly into TMS workflows turns shipping from a necessary evil into a strategic advantage.   Parcel management: from warehouse detail to board-level problem Parcel complexity exploded as e-commerce, ship-from-store, and direct-to-consumer models took center stage. More carriers, more service levels, more delivery promises—and far more returns—turned parcel shipping into a daily operational chess match. That complexity has consequences. Parcel spend now shows up on executive radar.…