Waste

topic on 4 shows · 4 statements across 4 episodes

American Optimist the Knowledge Project Capital Allocators How I Built This

4 statements about Waste, every show

Abbott: Asynchronous communication causes a $300B waste problem in US logistics
“We think there's about at least 10% waste in this industry because of the low bandwidth asynchronous communication nature of trading information. So that's a three hundred billion dollar opportunity in the US, almost a trillion dollar globally, right?”
Harish Abbott Sep 5, 2025 ▶ 31:15 How AI Agents Are Transforming Logistics · Joe Lonsdale
Waste services operate like utilities without regulatory return caps
“So when you think about a stable business model, waste really fits the bill, and it's in some measure like a utility, yet there's not a rate cap on the returns.”
Rob Michalik Nov 11, 2024 ▶ 12:03 [REPLAY] Ironclad Environmental Services – Chris and Rob Michalik (Kinderhook Industries), (PE Deals, S3E8)
HOW I BUILT THIS Assertion Supported
Raz: Only about 35% of US waste is currently recycled
“Only about 35% of waste is recycled in the U.S., Even though much more of it is recyclable.”
Guy Raz Jul 6, 2023 ▶ 4:37 When robots recycle with Matanya Horowitz of AMP Robotics
KNOWLEDGE PROJECT Assertion Supported
Gawande: About 30% of All Healthcare Spending Is Waste
“Estimates are that about 30% of healthcare is waste. It's going to things that are either much higher administrative costs that add no value, or are actual treatments and tests and procedures and drugs that are of no benefit or actively harmful.”
Dr. Atul Gawande Oct 2, 2018 ▶ 1:00:16 #42 Atul Gawande: The Path to Perpetual Progress

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