Viewing profile — tezclarke

OP here - this was my first post on HN, loved it. Thanks for all the discussion, it helped challenge and solidify my thinking.

Where there's a consolidated critical asset like the concrete plant, they can monopolize the area. Different with PC when the work is being done by individual techs on their routes…

It's only going to get easier, cheaper and faster to build these things for yourself. Thanks for sharing.

Yes, and the other way around is increasing now. Industry insiders building their own tools to solve specific problems.

On residential - lots of people don't want to get their hands dirty. For commercial - it's rarely worth doing in-house and in manufacturing / food industries getting it wrong can l…

For the d2d residential services, you're buying peace of mind and usually the provider will guartantee the service. E.g. if you see ants and you're not due a visit until next month…

Getting the initial conversation even to research (not just to sell to) is more difficult than before for these reasons.

We plan to build more technology in house than PE does. We will start with this first small acquisition, learn and go from there. It might grow by more acquisitions, franchising or…

Tough as consumer goods are generally getting cheaper and better quality. Can’t remember the last time we had a problem with the TV. We have left them behind when moving apartments…

It’s the business characteristics I like. Recurring and one off revenue, big market, growing, regulations. The exam barrier to entry rather than 4y apprenticeship like plumbing

Agree.

A lot of people have been sold a lie about uni education (and willingly bought it in a lot of cases).

AI slop - you've sent me the same message on linkedin and you vibe coded that two minutes ago.

They killed it. "A better way to rent"

I give this example as I previously worked at a big European REIT. My job was to implement renewable energy across the portfolio which on paper was a no-brainer due to legislation …

The best outcome is bespoke software for every company and small "ops heavy" (in startup context) startups have a window to grow like weeds. Imagine the culture shock and legal / p…

The regulations for pesticide use are really tightening up, especially in California. Today's treatments often don't kill the pest, rather they make them feel a bit sick and they m…

Pest control is about 60% consolidated, and I don't want to pick the fight of convincing the top 5-6 to buy more SaaS or AI. Realistically they're looking to Salesforce for leaders…

It'll go further - bespoke software for the specific company. The exam training is a good example - people have different learning preferences so why can't we cater to that automat…

The training was basically to sit and read books all day, and it could be so much faster. Surprisingly there is no reliable test / quiz prep tool available online, just some free o…

Agree, and can't be skipped (can be accelerated though)

Ask for forgiveness, not permission!

Much more difficult to get attention from blue-collar decision makers than it was previously. Also bc there's a ton of investment in the sector now, so they're bombarded by inbound…

Cash flow and accounts receivable management is a headache for these guys

Love this one. You are selling people their time back with a service like wallpapering for sure.