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