Laura Foley

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.…

A British logistician is credited with coining the term “supply chain management” in the early 1980s, but it wasn’t until the COVID-19 pandemic that the world became familiar with such aspects of supply chain operations as logistics, inventory and supplier management, and procurement. The influence of supply chain leaders also has grown with the understanding of the importance of the supply chain in the global economy. Supply chain management is a complex field with many moving parts, and the need for accurate and reliable information is more crucial than ever. Industry leaders help facilitate discourse and spur innovation to shape the future of the supply chain. In this article, we highlight five of these supply chain leaders, showcasing their extensive expertise and experience in the industry and what they are planning for the future. Making Moves: Five Supply Chain Leaders on the State of the Industry 2024 has been an exciting year so far. The OSRA 2022 ruling went into effect to better regulate demurrage and detention charges; Chinese e-commerce businesses are heating up the airfreight industry; and in dire contrast, the U.S. trucking industry continues to struggle through a lengthened lean patch. In an increasingly volatile ecosystem, the industry…