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September 18, 2020
This Week on Supply Chain Now: September 12th – 18th
Rolling right through mid-September with more great interviews, conversations, livestreams, and episodes! For a bonus episode on Saturday, Jamin welcomed Jeff Lerner to the podcast on the new program, Logistics & Beyond, for a discussion about the power of relationships in professional growth. Supply Chain Now · “Logistics & Beyond: The Power of Relationships in Professional Growth” On Monday, Scott dug back into the archives for This Week in Business History, and discussed JC Penney, Karsten Solheim, & more. Supply Chain Now · “This Week in Business History for September 14th: JC Penney, Karsten Solheim, & More” On Tuesday, Scott and Greg welcomed Eric Rempel with Redwood Logistics and talked about Next-Generation Third Party Logistics. Supply Chain Now · “Next Generation Third-Party Logistics: Eric Rempel with Redwood Logistics” On Wednesday, Scott and Greg welcomed Patrick Kelly with The Produce Industry Podcast and Michael Chavez with Golden Star Citrus for a great podcast-crossover collaboration! Supply Chain Now · “Pioneering Leaders in the Produce Industry: Patrick Kelly & Michael Chavez” On Thursday, we published Greg’s TECHquila Sunrise, with special guest, Benjamin Gordon, with Cambridge Capital. Supply Chain Now · “Scrappy Underdog to…
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.…