building products
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 26, 2025 by Brad Jacobs · across every show →
Everything said about building products, oldest first
Oct 26, 2025
Jacobs screened 55 industries for QXO, eliminating sectors vulnerable to AI
“So when I looked at 55 different industries before I picked building products, I ruled out a bunch of them, so this looks like an interesting industry, but I think AI and automation are going to kibosh it. And I didn't do it.”