Articles
Data-backed commentary on market gaps, unsolved problems, and builder opportunities.
Robots Are Parking Cars at Gatwick—But the Real Opportunity Is in Your Apartment Complex
A robotic parking system at London Gatwick has everyone talking, but the real story is the massive, unmet demand for parking automation in residential and commercial properties. With property managers drowning in space optimization and maintenance nightmares, there's a clear path for builders to create smaller-scale, high-impact solutions.
Starlink's Real Value Isn't on the Plane
Pieter Levels argues that SpaceX's valuation makes sense after suffering through airline WiFi without Starlink. But our data suggests the real opportunity is in telecom infrastructure, where inconsistent quotes and opaque pricing plague businesses the same way bad WiFi frustrates passengers.
The Real Airport Problem Isn't Just Da Vinci — It's a Systemic Mess Begging for a Fix
Pieter Levels nails the symptom — Da Vinci-run airports are terrible. But our data shows the disease is much wider. Over 143 aviation problems tracked, many stemming from privatization. Here's what that means for builders and investors.