Rose Lee

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 Dial P live with host Kelly Barner. During this episode Kelly talks about supplier diversity, equity, and inclusion with Neeraj Shah, the CEO of Supplier io. For Monday’s This Week In Business History episode, Scott Luton highlights national sandwich day from the interesting facts to stories about some of America’s favorite sandwich brands. On Tuesday, we released a new episode of TEK TOK with host Karin Bursa. Karin talks with Dr. Glenn Richey representing Auburn University. During this episode, these two explain consumer issues ahead of the 2021 holidays and busy shopping season. For this episode of Supply Chain Now live host Scott Luton and Greg White chat with Bobby Holland the Vice President and Director of Freight Data Solutions at U.S. Bank. And Patricia Gabriel, the Vice President of U.S. Customer Service with Mondelez international. The conversation leads to the advancements that Bobby was involved in pertaining U.S Bank and the Quarter 3 reports for Mondelez International. For Thursday, we released an episode of Digital Transformers host with Kevin…