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analysis
February 6, 2026
Supply Chain Decision Velocity Starts with Data Agility
Six industry leaders reveal how to build data agility—and why it’s the key to competitive advantage. Most teams spend 70–90% of their time preparing data—not analyzing it. By the time data is ready for analysis, the market has moved. Opportunities vanish. Competitors act. One company nearly built a $400M facility 550 miles from the optimal location. The cost of that mistake would have been $2 billion over the plant’s lifetime. They caught it with always-on data analytics. Would you? “In uncertainty-driven environments, expanded analytical capacity translates directly to resilience. Organizations that can model more futures make more informed commitments.” Download the white paper to discover: Why data—not talent or technology—is the real bottleneck How leading organizations are building reusable data infrastructure that cuts prep time by 80% What data agility unlocks: faster refreshes that deliver savings now, coverage across every business and region, and the capacity to finally tackle cost-to-serve, risk analysis, and inventory optimization The shift from ad-hoc projects to always-on decision-making capability Featuring insights from veterans of Cargill, Nestlé, McKinsey, and more. DOWNLOAD NOW
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.…