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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.…
January 29, 2021

This Week on Supply Chain Now: January 25th – 29th

It’s been an exciting week here at Supply Chain Now! Catch up on all the latest episodes, interviews, conversations, and livestreams right here for all the hottest supply chain news! On Monday, we launched Dial P for Procurement with program co-hosts Kelly Barner & Scott Luton who welcomed two professionals who have put their procurement and supply chain experience to work in the service of others: Anna McGovern, Chief Supply Chain Officer at the Food Bank for New York City, and Kathy Fulton, Executive Director of the American Logistics Aid Network.   On Tuesday, Laura Cyrus with Truckers Against Trafficking joined host Enrique Alvarez to share how supply chain & trucking workers are uniquely positioned to combat human trafficking.   On Wednesday, we launched our new Digital Transformers series in partnership with Total Network Service. Check out our first episode as Scott Luton, Kevin L. Jackson, and special host Thomas Carter welcome Dave Stehlin and Chris Poli to the show.   On Thursday, we released The Supply Chain Buzz with Kevin L. Jackson, Greg White, & Scott Luton who discuss leading stories from global supply chain and global business, including the skyrocketing costs of medical supplies, the impact of IoT…