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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.…
May 7, 2021
This Week In Supply Chain Now: May 3rd – 7th
Listen up! We’re kicking May off with some great conversations you won’t want to miss. Take a look back on the latest episodes, interviews, conversations, and livestreams from this week right here. On Monday, we released 3 new episodes! In this episode of Supply Chain Now, Scott welcomes JD Redmon back to the podcast for a frank conversation about accessing the marketing solutions you need, the trend towards diversity marketing and hiring, how to use your voice to achieve what you need, and so much more. On This Week in Business History, Scott Luton explores the genesis of The Clorox Company, from the early entrepreneurial struggles to their international expansion, innovation & growth. On Supply Chain Now en Espanol, Enrique Alvarez welcomed Alex Meza with RioRev Partners to the podcast to talk about growing up in Mexico and the United States, Alex’s professional experience, and trade between the two countries. On Tuesday, we released 2 new episodes! On this episode of TEKTOK Digital Supply Chain Podcast, powered by Supply Chain Now, host Karin Bursa welcomes Jason Tham with Nulogy to the podcast to tackle the question- is your supply chain agile or fragile? On TECHquila Sunrise, host Greg White dives…