construction
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement May 25, 2018 by Adrian Aoun · across every show →
Everything said about construction, oldest first
May 25, 2018 bullish
Adrian Aoun targets unsexy sectors like energy, education, and healthcare
“As an angel investor myself, frankly, I love those. I'm not looking for the Get rich quick scheme. More what I'm looking for is things that are going to have massive, massive impact on the world. What are the next Google, the next Apple, but let's go after the…”
Oct 27, 2025 bullish
David Cahn: Physical data center construction capability will be a competitive moat
“One of my core perspectives that I've been developing over the last 18 months of writing about this is that construction itself is going to be a moat. The ability to build things is hard. And I think we underestimate that.”