I wanted to build vertical SaaS for pest control, so I took a technician job

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Wow this is a wild read. I can't believe it worked out so well, although it certainly had it's share of hiccups. Just recently I had an encounter with a pest at my house and then spent some time trying to find a company to deal with it for me. The results of my calling were unsatisfying so I ended up just taking care of it myself. However after I solved my problem I saw a truck from one of the companies I was calling driving through my neighborhood. I think I must have managed to convince my guest to move to another house and apparently that home owner has less issues than I do with the pest removal methods.

Side note, is it just me or do these services seem designed to be a short term patch so I have to have a long term, every 6 month, sort of servicing from the pest control company?

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 leadership there.

I see today's consolidation as fragile though, and it's not locked in forever. I'm better at building a competitor where I have full influence of the customer and worker experience, and I have the patience to see it through.

Part of shaping my thinking here is 1) knowing what I'm good at, much better than I did before, and 2) in my previous company we built a heavy equipment telematics platform which was used on about 1/3 of the UK's infrastructure projects. JCB (an equipment OEM with their own bad version of what we were doing) threw the kitchen sink at field sales and account management, and they had reach into all the sites across the country. It was an eye opener and good lesson about go to market for enterprise sales in traditional industries.

Not long ago I left a reasonably cool AI startup to join an ops heavy (like people physically doing work, running warehouses etc) company. There was some adjustment but the ability to deliver real, concrete, monetary value to people working in the field is incredibly rewarding (and oddly the pay is on par with most bay area startups).

I recently talked to a few companies in the AI space, from (smaller) frontier model labs to companies still looking to build "AI products" and my take away was that, if you're not working for one of the big players, the market hasn't really figured out if there is an "AI engineer" job yet.

I'm increasingly starting to believe that the future of work for people that have technical skills (more than just 'software') is likely going to be working in places that are less about "shipping software" and more about supporting teams doing something physical in the real world.

These companies are also the most ripe to truly leverage AI: they have tons of messy problems that need to be solved and iterated on extremely fast. Operations people tend to be "EoD" deadline people, not quarterly planners. Getting solutions solved in an actionable way on time often means really understanding the core business, the technical space surrounding it, and how to leverage AI to pull of some miracles. It can be stressful, but when you pull it off your stakeholder have sincere and real gratitude and you're actually moving the needle for the company.

I don't think the Bay area, even those sniffing the AI vapors the hardest, is really willing to accept what AI is going to do to software and software companies.

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 and grants / feed in tariffs etc.

We got huge pushback from every angle with the local teams, people paying lip service to drag it out and delay. Eventually I got to the root cause... The capex had to come out of the business unit, and the payback would negatively affect their KPIs and bonus. Next time I came across this kind of issue, I asked to see the incentive structure before approaching anyone.