Sarah Barnes-Humphrey, CITP

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.…

We are excited to celebrate Scott Luton, Founder & CEO of Supply Chain Now, for being recognized as a 2025 Pro to Know by Supply & Demand Chain Executive—a distinction that underscores his unwavering impact and leadership in the field. This recognition honors Scott’s year-in and year-out commitment to excellence—from thought leadership to community engagement. It stands alongside his previous accolade as a Pro to Know in 2019 and now again in 2025, highlighting a sustained legacy of influence within the supply chain profession. See the complete list of 2025 Pros to Know here.