Construction Materials

topic on 3 shows · 3 statements across 3 episodes

American Optimist My First Million TBPN

3 statements about Construction Materials, every show

TBPN Assertion Supported
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…”
John Coogan Jan 13, 2025 ▶ 1:26:39 Insurance Companies Explained (How they actually work)
AMERICAN OPTIMIST Assertion Not checkable as stated
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.”
Maria Davidson May 4, 2023 ▶ 12:13 Ep 56: A Philosopher Reinventing Construction? Maria Davidson & the Story of Kojo · Joe Lonsdale
MY FIRST MILLION Assertion Contradicted
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.”
Shaan Puri Jun 30, 2021 ▶ 33:22 A Discussion on Sam & Shaan's Recent Investments | My First Million #195

← every entity, every show

Made with StarZero

Turn any episode into a week of clips.

This entire site, thousands of episodes across every show transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.