Articles

Data-backed commentary on market gaps, unsolved problems, and builder opportunities.

FoundersAgencyHospitality

Europe Isn't 'Cooked' — HVAC Tech Is a Golden Opportunity

Pieter Levels' viral post about Italy banning AC below 26°C is misleading. The real crises are undetected boiler ruptures and diagnostic failures. Our data reveals 237 HVAC problems and 121 app ideas—a goldmine for builders.

via Pieter Levels Blog·Jun 1, 2026
BuildersFoundersProperty Management

Europe's AC Ban Headlines Miss the Real HVAC Crisis Our Data Reveals

A viral story about a man living in a tent indoors due to AC bans is getting attention, but our data across 74 industries reveals the real HVAC crisis isn't about installation permissions—it's about equipment failures, diagnostic nightmares, and systemic building monitoring failures. For builders and investors, these high-severity problems are where the real opportunities lie.

via Pieter Levels Blog·Jun 1, 2026
BuildersFoundersConstruction

Fazeshift's $17M AR Automation Bet Meets a Messy Reality in Construction and HVAC

Fazeshift's $17M Series A signals big investor confidence in AI for accounts receivable. But beneath the hype, industries like construction and HVAC are still fighting basic payment fragmentation. PainSignal data reveals a market that needs foundational tools before full AI automation can take hold.

via Crunchbase News·May 8, 2026
FoundersInvestorsRestaurant Management

The $10K ACV Trap: Why Your Vertical SaaS Should Solve a Daily Nightmare Instead

Jason Lemkin's $10k ACV rule for vertical SaaS is spot-on, but data on plumbing and HVAC pain points reveals a more nuanced path. Here's how to identify a 'core' app that justifies high price tags—and where the real opportunity hides.

via SaaStr·May 7, 2026

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