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August 6, 2021

This Week In Supply Chain Now: August 2nd-6th

Stay up to date on all the latest conversations, interviews, and episodes we released this week here at Supply Chain Now. On Monday’s episode of Supply Chain Now, Scott Luton and Greg White discuss the U.S. Bank 2021 Q2 Freight Payment Index with Bobby Holland of U.S. Bank & John Janson with Sanmar. On This Week in Business History, Kelly Barner shares the best and most interesting bits of historical business trivia, all occurring during the first week in August. We also released an episode of Supply Chain Now en Español with Enrique Alvarez and Demo Perez featuring Felisa Preciado. On Tuesday we released another Logistics With Purpose episode! Hosts Enrique Alvarez and Kristi Porter welcomed Alice Brown with GoodSteps to the show. Another show that was in the mix this week was TECHquila Sunrise with Greg White. This is the 2nd part of a great conversation with RateLinx CEO Shannon Vaillancourt, where they discussed 3 Keys to turn supply chain visibility into action. On Wednesday, Tim Nelson with Hope for Justice joined Scott Luton and Greg White. They discussed their noble efforts to eradicate slavery and human trafficking in the supply chain throughout the world. On Thursday, we released…
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.…