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December 3, 2021

This Week In Supply Chain Now: November 29th – December 3rd

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 an episode of Supply Chain Now as Scott Luton chats with Lora Cecere and Dr. Madhav Durbha, Vice President of Supply Chain Strategy for Coupa Software. In Monday’s episode of This Week In Business History, Scott Luton talks about the history and development of video games- from the origins of Atari to the companies that are currently dominating the market. On Tuesday, we republished a classic TEKTOK episode with host Karin Bursa. In this episode, Karin shares six strategies for greater supply chain resilience. On Wednesday’s Supply Chain Now episode, Scott had a great conversation with culture expert, author, and speaker Ray Attiyah with Run Improve Grow. Scott and Ray talk about the key points in his new book, Fearless Front Line: The Key to Liberating Leaders to Improve & Grow Their Business. On Thursday, we released another episode of Supply Chain Now with host Scott Luton and special co-host Allison Giddens. Scott and Allison welcome Chad Molen with NIMBL, and Dan Reeve with Esker to the show. On Friday, we released the…
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.…