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Africa
July 25, 2025
The Future of Supply Chains Starts With Better Questions
Special Guest Blog Post written by Stela Jaqueta In today’s fast-changing world, Africa’s role in global supply chains is at a tipping point. For too long, the continent has been viewed primarily as a source of raw materials rather than as a strategic partner in value creation. But what if we reimagined everything, from policies and technologies to mindsets and sustainability practices, through an Africa-centered lens? In this blog post, I explore five questions that challenge conventional supply chain thinking. From redefining Africa’s place at the global negotiation table, to elevating cultural intelligence from “soft skill” to strategic necessity, to designing climate-restorative logistics and embracing the digital revolution in a way that includes youth-led and informal businesses, each question is a call to rethink, redesign, and re-center. 1. What would a truly Africa-centered global supply chain look like? A truly Africa-centered global supply chain would shift from a model of extraction to one of empowerment and value creation. It would prioritize investment in local manufacturing, infrastructure, and knowledge transfer, ensuring that raw materials sourced from Africa are processed, packaged, and innovated on the continent. African-led businesses are seen as power players, with a voice and authority at the negotiation…
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.…