Roger Walterhouse

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 kicked this week off with a new episode in our Supply Chain Real Estate Series produced in partnership with Prologis. Scott Luton and special host Ward Richmond welcomed Managing Partner Will O’Donnell and Vice President Todd Lewis from Prologis Ventures. For Monday’s This Week In Business History episode, Scott tells an interesting story of one of the most captivating and influential movie rental businesses in American history. On Tuesday, we released a new episode of TEKTOK, with host Karin Bursa. In this episode, Karin talks with Ben Cubitt, SVP of Consulting and Network Services for Transplace. They discuss the future of supply chain logistics into next year, from continued network disruptions to taking smart steps today to regain a proactive footing. On Wednesday’s Supply Chain Now episode, Scott and special guest host Crystal Davis welcomed the Vice President of Transportation for Home Depot, Sarah Galica, to the show. She gives insight on some of the improvements that resulted in $34 billion dollars in growth for The Home Depot. For Thursday’s Supply Chain Now episode, Scott and guest host…