002 | The Macro Thesis No One Sees
In this episode, I share my unique macro thesis on the AEC (Architecture, Engineering, Construction) technology space. Key highlights include: The distinction between "real world" AEC tech versus p...
12 Apr 20249min
001⎢1.5 years later: My insulation thesis
Today, we revisit our very first topic on AEC_VC, cavity insulation in Europe, with a fresh perspective. After 18 months, our backtesting confirms: this insulation opportunity has an outstanding marke...
5 Apr 20248min
