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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.…
April 26, 2021
This Week In Supply Chain Now: April 26th – 30th
It’s time for Supply Chain Now! We’re looking back on the latest episodes, interviews, conversations, and livestreams from this week right here. On Monday, we released 2 new episodes! In this episode of Digital Transformers, powered by Supply Chain Now, hosts Kevin L. Jackson and Kelly Barner welcome Gary Storr and April Harrison with Trust Your Supplier to the podcast to discuss supplier management using blockchain. On This Week in Business History, guest host Nick Roemer with Cibus21 walks us through the history of the COP: the conference of parties, as well as key milestones in actions to address sustainability. On Tuesday, we released 2 new episodes! On this episode of Supply Chain Now, Bobby Holland, Freight Data Solutions team at U.S. Bank and Drew Wilkerson, head of XPO’s transportation group in North America, share the results of the Q1 2021 report with Greg White and Scott Luton, interpreting what they may mean for the economy and the shipping industry in the short and longer term. On TECHquila Sunrise, we looked back on a Classic episode where host Greg White shared the ins and outs of what it takes to get into supply chain tech. On Wednesday, Charles Redding, CEO…