Practical Nerds

007⎢The truck driver shortage opportunity⎢Freight rates⎢Bricklaying robotics and what can be learnt from it for construction robotics

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This week:

  • Truck driver shortage in Europe and US, and what opportunity the nerds would love to back with a great founder team
  • Freight rates dropped 80-85% since peak 2022, and what it means for logistics and ops-heavy founder teams in construction and the built world
  • Bricklaying, shortage of skilled blue-collar bricklayers, and how robotics is about to solve it in Europe and some US markets
  • Why construction (and ConTech) is NOT a cyclical asset class, while PropTech actually is cyclical
  • Secondary-buying strategies of some top-tier multi-stage funds, and why it signals that we're at the bottom of the venture market correction
    • ...more
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    Practical NerdsBy Patric Hellermann