construction

4 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 22, 2025 by Aviv Leibovici · across every show →

Everything said about construction, oldest first

Sep 22, 2025 neutral
Insight
Construction managers negotiate headcount rather than output because progress goes unmeasured
“If you think about it, they're provided, they're being provided a service to say, do the electrical works. And they never talk about how much work will be done. They talk about how many men will be here. That's what they negotiate. No, no, no. You need to have…”
Aviv Leibovici Sep 22, 2025 ▶ 28:23 He spent 5 months working with customers before building—then grew to $10s of millions ARR. | Avi... · PMF Show
Sep 22, 2025 negative
Opinion
Nothing is ever ahead of schedule in the construction industry
“And blue, which never showed up, because nothing is ahead of schedule in construction.”
Aviv Leibovici Sep 22, 2025 ▶ 16:32 He spent 5 months working with customers before building—then grew to $10s of millions ARR. | Avi... · PMF Show
Sep 22, 2025
Assertion Not checkable as stated
A VC offered BuildDots a $4M seed round to pivot to cybersecurity
“There was another meeting in which we explained, and then this VC guy, he looks at us and says, look, guys, I'm not going to invest in construction. Okay, what the hell? What you are about. Now you guys with your background, say that you're gonna start a cyber…”
Aviv Leibovici Sep 22, 2025 ▶ 36:18 He spent 5 months working with customers before building—then grew to $10s of millions ARR. | Avi... · PMF Show
Sep 22, 2025 neutral
Assertion Partly supported
The construction industry typically operates on slim 2% profit margins
“It's very difficult to buy for businesses that make like two percent margins, which is what construction does, and you're asking them to spend a non-trivial amount of money on a tool that will help them do their things better.”
Aviv Leibovici Sep 22, 2025 ▶ 40:26 He spent 5 months working with customers before building—then grew to $10s of millions ARR. | Avi... · PMF Show
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