Articles
Data-backed commentary on market gaps, unsolved problems, and builder opportunities.
BuildersFoundersConstruction
The AI Gold Rush Needs Electricians, But the Job Sites Are a Minefield
Everyone’s talking about the scramble for electricians as AI data centers mushroom across the country. But the bigger story is the operational nightmare waiting on job sites: payment fights, safety near-misses, and licensing dead ends that no amount of recruiting can fix. For builders, the gold isn’t in finding workers—it’s in building the digital infrastructure to make their work possible.
via Hacker News (Best)·Jul 31, 2026
BuildersFoundersHVAC
The Trades Are Drowning in Pain—ServiceTitan’s Growth Story Barely Scratched the Surface
ServiceTitan just crossed a billion in ARR with fintech growth and expanding margins, but raw data from the field tells a different story. Trades workers are navigating life-threatening safety hazards, broken licensing pathways, and repeated repair failures. The next wave of value for vertical B2B isn't just payments—it's solving the systemic pain that keeps contractors up at night.
via SaaStr·Jul 11, 2026
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