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May 1, 2020

This Week at Supply Chain Now: April 27th – May 1st

BIG THINGS happening here at Supply Chain Now! Have you listened to all the episodes from this week? If not, no worries! Check them all out here:   We started out the week wrapping up our last episode from MODEX 2020 with supply chain visionary Diego Pantoja-Navaja with Oracle.   Supply Chain Now · “Supply Chain Visionary: Diego Pantoja-Navajas with Oracle”   On Tuesday, Scott and Greg were joined by Enrique Alvarez and Adrian Purtill with Vector Global Logistics as they continued the Logistics with Purpose series with special guest Patrick Plonski with Books for Africa.   Supply Chain Now · “Logistics with Purpose: Patrick Plonski, PhD with Books for Africa”   Then we published the new and improved Supply Chain Buzz, with Scott and Greg sharing and discussing the latest news and events in Supply Chain and beyond.   Supply Chain Now · “The Supply Chain Buzz: Week of April 27th”   Scott and Greg were joined by Bobby Holland with U.S. Bank and Lee Klaskow with Bloomberg Intelligence on Thursday as they discussed the key takeaways from the Q1 2020 U.S. Bank Freight Payment Index.   Supply Chain Now · “Analysis of Q1 2020 U.S. Bank Freight Payment…
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.…