The Exchanges

Every argument clarity score on this site is built from rows on this page. Each question and answer was assessed with names hidden, the host's own answers included, on four things from 1 to 5: directness (does it answer the question asked), coherence (do the ideas follow), precision (concrete details and clear references), compression (says a lot per word). The weighted mix (30/30/25/15) is the exchange score. A person's published score averages their exchange scores on raw tape only, at least 8 of them, shrunk toward the cohort mean. Full method →

AJ Altman no published score: no usable exchanges on raw tape, and a fair score needs 8+ · coarse estimate ≈4.5/5 from 4 produced feed exchanges record → ← everyone

Every exchange below was scored with names hidden, four dimensions each from 1 to 5. An exchange's score is 0.30·directness + 0.30·coherence + 0.25·precision + 0.15·compression. The published score averages the raw tape exchange scores and shrinks small samples toward the cohort mean, so five great answers can't beat twenty good ones. Produced feed rows count only toward coarse estimates, never toward a full score.

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Answered produced feed D 5 · C 5 · P 5 · Cm 4 4.85

Q Walk me through who that actual customer is. Is it the homeowner or Home Depot trying to sell paint? Like who is it actually?

A Yeah, today it's, it's not so much the homeowner. We do have a small number of DIY homeowners that, um, that, that segment is growing rapidly, but the lion's share of our customer base and nearly all of our paying customers are, are contractors. They're people who are selling those products on and hence the service of labor onto that home for the homeowner at the kitchen table. So you sit down as a homeowner and you're buying a new exterior project and a contractor who uses hover will open up their laptop and show you a three D model of your home that we generated. They'll spin it around. They'll, they'll work through the design interactively with you on the, on the laptop in front of you and put those new products on your home and show you what it would look like. And then quickly get to a quote that's based upon the measurement data that we generate.

AI assessment note: “nearly all of our paying customers are, are contractors”

Answered produced feed D 5 · C 5 · P 4 · Cm 4 4.60

Q But AJ, sorry, what does that mean? What does that mean? Never leave. They use it once. They pay to use it once. So what do you, how do you measure never leave?

A They, They never returned to a tape measure, right? They never stopped using our solution in their sales cycle. And so you can look at the predictability of our solution in the context of the exterior The exterior, uh, home improvement segment. And if there are a couple of 100,000 contracting companies in America, and we start to convert them and using our platform every day at the kitchen table, they not only don't leave our platform and go back to a tape measure and doing it by hand, but they, they continue to grow their usage into their total book of business, right? So they start by using this as a one-off. They try us on one property. And then they realize it really helps them with their measurements. And then pretty quickly they realize, oh wow, homeowners actually are more likely to buy from me if they, if I use this presentation and use this three model in front of them. And then before you know it, they're using us on every single lead that they run.

AI assessment note: “They never returned to a tape measure, right? They never stopped using our solution”

Answered produced feed D 5 · C 5 · P 4 · Cm 4 4.60

Q How'd you fund yourself for the first three years when you were developing, or first four years?

A Uh, well, actually, the first product we sold was, we sold to DOD, Department of Defense. Um, I don't know if you saw my, well, you did, you mentioned it earlier, so I, I had a brief hiatus from being a software guy, um, in the Marine Corps as an infantry officer, and, uh, when I returned from that experience back to the bay here, um, Told everyone I knew I was curious to join a small team or join someone trying to build a new product and be a part of that and met a couple of engineers that introduced me to photogrammetry or I guess what you call state-of-the-art, three-d reconstruction at the time. And, um, that was the first case that was evident to me. You know, it was evident to me that this would be a very powerful solution for folks trying to get a sense of a place remotely, um, before they're about to You know, to enter a dangerous situation. So we bootstrapped the company off of revenues through that first product, as well as of course, um.

AI assessment note: “we bootstrapped the company off of revenues through that first product”

Answered produced feed D 4 · C 5 · P 5 · Cm 4 4.55

Q is this, uh, the reason I'm asking is because I'm trying to get a sense if you're selling directly to the individual small business paint contractor in some suburb of, you know, Ohio. Or if you're selling to a massive amount, kind of one-to-many approach, where you'd be leveraging an inside sales team, selling multi-seat kind of plans, which one is it more? Where's most of your growth coming from?

A Yes. We, yes, I'm sorry, you're cutting out, so I hope I'm not, but I'll, I'll just continue. Uh, So the answer is both. The answer is we have a very long tail of, uh, small SMBs who have, um, maybe a couple of employees who do, uh, 10 or 20 roofs a year, right? They've replaced 10 or 20 roofs on buildings a year. Um, and there's a very long tail of those customers who find us purely, uh, organically and are self-service and find our product and download our app, put their credit card on and, and start using our product without us ever touching them. But then, of course, there, there is, ah, a, a subset of very large contracting corporations in the country who maybe have a few hundred salespeople, and they're multi-regional. They have, ah, they have four or five offices across a couple of metros, and they might do a couple of hundred million dollars a year in exterior projects. And in those cases, of course, those opportunities are large enough that we have a direct sales model and, um, we engage those larger customers to, uh, help educate and train their workforce and help them understand the value of what we do.

AI assessment note: “So the answer is both. The answer is we have a very long tail”

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