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June 24, 2021

This Week In Supply Chain Now: June 21st – 25th

It’s a supply chain summer! Check out all the latest conversations, interviews, and episodes we released this week here at Supply Chain Now. On Monday, we released 3 new episodes! On this episode of Supply Chain Now, Ratelinx’s Nate Endicott, Senior Vice President of Global Sales and Alliances, and Andrew Hooser, Vice President of Customer Solutions, discuss their company’s journey with Co-hosts Greg White and Scott Luton. On This Week in Business History, host Scott W. Luton picks up on the story of 3 legendary pioneers: Marie Curie, Alan Turing and Ed Bradley. On Supply Chain Now en Espanol, host Enrique Alvarez welcomes special guest Demos Perez to the podcast to get an update on supply chain and logistics in Panama and the rest of Latin America. On Tuesday, Mike Griswold, Vice President of Research at Gartner, joined our hosts Scott Luton and Greg White on the Supply Chain Now podcast to talk about the latest in retail supply chains from an analyst’s perspective. On Wednesday, Gifts for Good’s Chief Impact Officer Jenise Steverding joined our Logistics with Purpose podcast to share how she melded a knack for logistics with a propensity for giving back with hosts Enrique Alvarez and…
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.…