Construction Materials
topic on 3 shows · 3 statements across 3 episodes
American Optimist
My First Million
TBPN
3 statements about Construction Materials, every show
Coogan: Brad Jacobs rolled up construction materials seeking an AI-resistant industry
“Brad Jacobs, he, when he set up his new fund, he specifically was looking for AI resistant industries. Where'd he land? He landed in construction materials. He's rolling up construction materials companies, making it easy to order, order construction materials…”
Davidson: Over $300 billion in US construction spend is managed on paper
“I mean, it's one of, pen and paper is probably the most common form in which more than three hundred billion dollars are managed. And you know, that's pen and paper in Excel. That's the main model that we see.”
Puri: Annual construction material costs exceed twice total e-commerce spending
“You know, the, just the material cost for construction is twice the amount annually of all of e-commerce.
So it's like,
Humongous market.
It's a multi, it's a trillion dollar plus market of just the of just material construction costs.”