When you forget to consider people in your financial model
Three ways acquirers of home services shops underinvest in people, and what it costs them.
Notes
Field notes on operations, mostly from the home-services world.
The importance of leadership focus
Two fast-growing, well-funded companies with overlapping talent. The difference was leadership focus, not the business model.
It's not me, it's you.
Making sense of the ServiceTitan / Podium breakup.
What AI Can Do For the Trades
Reflections on why trades software has stagnated to date and what will be different in the world of LLMs.