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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.…
news
January 5, 2026
Supply Chain Now Announces Leadership Advancement and Showcases Industry-Leading Advisory Board to Fuel Growth in 2026
ATLANTA, GA — January 6, 2026 — Supply Chain Now, the award-winning global digital media platform recognized as the #1 Voice of Supply Chain, today announced the promotion of Mary Kate Love to President, effective January 1, 2026, alongside the continued engagement of a distinguished Advisory Board composed of proven leaders across supply chain, technology, strategy, and media. Together, these leadership updates signal Supply Chain Now’s next chapter of growth as the company prepares for significant expansion in 2026: scaling programming, partnerships, and demand-generation capabilities while staying rooted in authentic, practitioner-led content serving a global audience of more than 1 million listeners. In her new role, Love will lead Supply Chain Now’s strategic growth across programming, partnerships, operations, and long-term platform strategy, further strengthening its mission to inform, connect, and elevate the global supply chain industry. “Mary Kate is a trusted, decisive leader with a rare combination of delivering both strategic vision and operational excellence,” said Scott W. Luton, Founder and CEO of Supply Chain Now. “In 2025, she played a pivotal role in accelerating our revenue growth, expanding our audience to more than one million supply chain professionals, and sharpening our focus on delivering measurable value for both practitioners…