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June 26, 2020
This Week on Supply Chain Now: June 22nd – 26th
Another great week here at Supply Chain Now! Did you catch all the episodes? If not, you can check them all out here: We kicked off the week with This Week in Business History, where Scott looks back at some of the biggest historical events in business history for the week ahead. Supply Chain Now · “June 22nd- This Week in Business History: The Birth of the Universal Product Code” Then on Tuesday, Scott and Greg welcomed Jeff Cashman with GreyOrange to the podcast for a conversation on robots, automation, and so much more Supply Chain Now · “Modern Fulfillment Demands Modern Systems: Jeff Cashman with GreyOrange” On Wednesday, we launched another new series, TECHquila Sunrise with Greg White, where Greg shares the latest investments, acquisitions, innovations, and glorious implosions in Supply Chain Tech every week. Supply Chain Now · “The Dawn of a New Day: TECHquila Sunrise with Greg White” On Thursday we published the Supply Chain Buzz, where Greg and Scott discussed the top supply chain news of the week. Supply Chain Now · “Supply Chain Buzz for June 22nd: Pharma, Late Deliveries, ECommerce, & More” And we wrapped up…
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.…