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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.…
November 19, 2021
This Week In Supply Chain Now: November 15th – November 19th
Stay up to date on all the latest conversations, interviews, and episodes we released this week here at Supply Chain Now! We started this week off with a very special episode of Supply Chain Now. Host Scott Luton and co-host Jenny Froome interview Ramatu Abdulkadir the Head of Pharmacy Department for the National Ear Care Centre at Kaduna. One of the main topics of discussion are the huge supply chain challenges that Africa is facing right now. For Monday’s This Week In Business History episode, Scott Luton gives insight on 3 different figures and how their contributions were critical and aligned with humanity & our march forward. On Tuesday, we released a TEK TOK classic episode with host Karin Bursa and guest host from Supply Chain Now Scott Luton. For this episode, they get to chat with one of the top 50 retail technology influencers, Paula Rosenblum. Paula is also the Founder and Managing Partner for RSR Research. On Wednesday we released an episode of Supply Chain Now with Scott Luton. He had a great conversation with author and the founder of The Memo, LLC, Minda Harts. These two talk about the importance of asking for what you need and…