Subcontractors

topic on 5 shows · 5 statements across 5 episodes

A Product Market Fit Show Catalyst Top Founders the a16z Podcast 20VC

5 statements about Subcontractors, every show

CATALYST Disclosure
Modon: Unlimited Industries will vertically integrate all trades in-house long term
“Certainly long-term, we will do everything in-house. We will vertically integrate as much as possible because that's where you can fix the incentives all the way through.”
Alex Modon Dec 11, 2025 ▶ 34:05 Can AI revolutionize EPC?
Field software fails because multi-tiered construction subcontractors will not self-report progress
“It's very difficult because of the information, because the people actually doing the work are subcontractors of subcontractors of subcontractors, and they're not going to report what's done, what's not done in the now. And then that means that to know what's …”
Aviv Leibovici Sep 22, 2025 ▶ 19:41 He spent 5 months working with customers before building—then grew to $10s of millions ARR. | Avi... · PMF Show
TOP FOUNDERS Assertion Not checkable as stated
Chris Doyle: Billd has roughly 350 active subcontractor borrowers
“Yeah between, probably about 350 right now.”
Chris Doyle Jan 2, 2021 ▶ 6:23 Billd Construction Fintech Lends $100m to Subcontractors, Makes 12%+ Spread
20VC Insight
Luckey: Defense startups cannot build multi-billion dollar scale as subcontractors
“You can't just be a subcontractor to a prime and expect to build A multi-billion dollar company.”
Palmer Luckey Sep 28, 2020 ▶ 4:22 20VC: Anduril Founder, Palmer Luckey: "I Am Here To Build a $50Bn Company", How Palmer Evaluates His Relationship To Money Pre & Post Oculus' $2.3Bn Exit & Why The US DOD Needs To Be More Like China in It's Approach
a16z 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

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