Remi Guillon

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.…

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 Digital Transformers with host Kevin L. Jackson. During this episode, Kevin sits down with three digital experts to discuss new approaches to establishing trust and provenance within a supply chain that is increasingly both digital and physical. This episode features Dustin McIntire the CTO of COMSovereign Holding Corporation. Eric Adolphe the CEO of Forward Edge-AI and Joshua Pendrick the CEO and Co-founder of Rypplzz. For Monday’s This Week In Business History episode, Kelly Barner talks about the political act that led to an increase in organized crime and the end of the Great Depression. On Tuesday, we released a new episode of Supply Chain Now with host Scott Luton and guest host Allison Giddens. They welcomed the head of Global Supply Chain for Peloton, Jennifer McKeehan, to the show. They discussed how the hybrid work environment is allowing the best leaders to shine by continuing to build strong, meaningful relationships, and much more. This week we released an episode of Logistics With Purpose with hosts Enrique Alvarez and Kristi Porter.…