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Tracy Young

Co-founder & CEO, TigerEye · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

founderexecutiveengineerinvestor@tracy_young ↗LinkedIn ↗tracy.posthaven.com ↗

She co-founded construction productivity software company PlanGrid in 2011, scaled it to $100 million in ARR, and led its $875 million acquisition by Autodesk in 2018. Following a role as a visiting partner at Y Combinator, she launched and leads TigerEye, an AI-powered revenue management platform.

11statements → 9claims → 5claims resolved → 80%fully supported → 3.91/5average certainty → 1.55/5average debate potential →

4 supported 1 partly supported 0 contradicted 4 not checkable as stated how the 9 claims stand · each chip opens the sources

1 prediction · 8 assertions · 2 disclosures · every statement was checked. The prediction and assertions are the 9 claims: statements the public record can support or contradict. 5 are resolved, and 4 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Tracy argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported
Young: Top construction firms employ only 5% of all builders
“The top construction firms, the ones who employ over 10,000 field workers, hire only five percent of all builders. Whereas in services or manufacturing, the top firms, they're employing like 25% of the industry.”
Tracy Young Jan 2, 2019 ▶ 28:34 a16z Podcast | Construction Under Tech -- Info Flows

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
100% certainty 3
88% certainty 4
none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

Everything Tracy Young said on the a16z Podcast that made the record, most notable first. Filter by type, assessment or year in the ledger →

Disclosure
Young: Owner spent $14M on 3D BIM, but inspectors demanded paper 2D drawings
“On one of the projects I was on, the owner paid something like fourteen million dollars for us to essentially play Tetris inside the model. We went into the field, and the inspectors came out and said, hey, look at my stamp, look at my signature. It's on the t…”
Tracy Young Jan 2, 2019 ▶ 8:02 a16z Podcast | Construction Under Tech -- Info Flows
Assertion Supported
Young: Top construction firms employ only 5% of all builders
“The top construction firms, the ones who employ over 10,000 field workers, hire only five percent of all builders. Whereas in services or manufacturing, the top firms, they're employing like 25% of the industry.”
Tracy Young Jan 2, 2019 ▶ 28:34 a16z Podcast | Construction Under Tech -- Info Flows
Assertion Supported
Young: Construction labor productivity is lower today than 60 years ago
“We are less productive today than we were 20 years ago than we were 60 years ago, and it's completely unbelievable.”
Tracy Young Jan 2, 2019 ▶ 10:46 a16z Podcast | Construction Under Tech -- Info Flows
Assertion Not checkable as stated
Young: Traditional bathroom construction requires 10 to 20 separate subcontractors
“It takes somewhere between 10 to 20 different subcontractors that touches a bathroom, which is crazy, right? You only think of like, you know, maybe the plumbers but there's the concrete subcontractor, there's a mechanical subcontractor, the electricians, the …”
Tracy Young Jan 2, 2019 ▶ 16:15 a16z Podcast | Construction Under Tech -- Info Flows
Assertion Supported
Young: General contractor margins are only 1% to 3%
“Their margins for a general contractor are something like one to three percent.”
Tracy Young Jan 2, 2019 ▶ 28:59 a16z Podcast | Construction Under Tech -- Info Flows
Prediction Not checkable as stated
Young: Global infrastructure will fail within a decade without productivity gains
“Construction is the infrastructure of this world, and if we're unable to figure out how to solve this productivity problem, we'll be unable to deliver the infrastructure that this world needs, not in the next 15 years, in the next decade.”
Tracy Young Jan 2, 2019 ▶ 31:22 a16z Podcast | Construction Under Tech -- Info Flows
Disclosure
Young: A $150M Bay Area project generated 15,000 blueprint sheets
“On a hundred fifty million dollar project in the Bay Area, we have seen 15,000 sheets of blueprints.”
Tracy Young Jan 2, 2019 ▶ 12:59 a16z Podcast | Construction Under Tech -- Info Flows
Assertion Not checkable as stated
Young: Off-site modular bathroom fabrication saves two weeks on building schedules
“They can fabricate 20 of these things and then drop it into the building and then gain two weeks in the schedule versus trying to get one scope done at a time and then sequencing everyone in.”
Tracy Young Jan 2, 2019 ▶ 16:51 a16z Podcast | Construction Under Tech -- Info Flows
Assertion Supported
Young: Construction represents 13% of global economic output
“Construction accounts for 13% of global output.”
Tracy Young Jan 2, 2019 ▶ 18:24 a16z Podcast | Construction Under Tech -- Info Flows
Assertion Partly supported
Young: One in 10 people globally works in construction
“Literally one out of every 10 people in the world eat, sleep, and breathe construction every single day.”
Tracy Young Jan 2, 2019 ▶ 18:28 a16z Podcast | Construction Under Tech -- Info Flows
Assertion Not checkable as stated
Young: Projects over $50M require building physical mock-up rooms
“Something that always gets specced into larger projects, let's say anything over fifty million dollars or more, is the concept of a mock-up room. They'll take the most common rooms, let's say bathrooms or in a hospital exam rooms, and they'll build a physical …”
Tracy Young Jan 2, 2019 ▶ 24:26 a16z Podcast | Construction Under Tech -- Info Flows

Appearances (1)

EpisodeDateSpeaking time
a16z Podcast | Construction Under Tech -- Info Flows Jan 2, 2019 8m
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