Share:

Jacob Levack

More

May 8, 2020

This Week in Supply Chain Now: May 2nd – 8th

Another great week here at Supply Chain Now! Have you listened to all the episodes? If not, no worries! Check them all out here: We added a special Saturday episode on May 2nd and featured the first of three speakers from the 2020 AIAG CR Summit and their insights from the conference. First up was Michael Wurzman…     …Then on Monday we featured Tolga Yaprak with iPoint…     …And then on Tuesday, we featured Bruno Sarda.     On Wednesday, we published another episode in the fantastic Logistics with Purpose series sponsored by Vector Global Logistics. Our special guest was Lauren Noce with Hungry.     Then we published the new and improved Supply Chain Buzz, with Scott and Greg sharing and discussing the latest news and events in Supply Chain and beyond.     And to wrap up the week, Scott chatted with the Resilience360 team about their upcoming webinar about the 2020 Hurrican Season.     Which was your favorite episode? Make sure you tune in next week for more great conversation, timely topics, and exceptional guests on Supply Chain Now!
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.…