It will compound over time if the basics are done right (which is harder to do than I thought before this experiment)
In my previous company, we founded it with the outcome first - "take over the world" or bust. This time I think the base case is a good company, and the ceiling is the best in the industry.
> ...and noticed companies have become less likely to offer their time for ride-alongs and research calls. They get too many requests, and vibe coding is drawing their attention to self-build.
Is this ACTUALLY happening? Are entrepreneurs who get into vibe-coders really eating up time a bunch of time for trades people?
But this leaves an opportunity for anyone that cares to build a business that is higher quality (and even better if it’s possible to build it efficiently too).
I think with AI lowering the barrier to entry we should expect to see a lot of new small businesses appear, and perhaps if we are lucky this trend can drive a reversal in the enshittification.
Yes, PE enshittifies the experience. You can be a better human and win customers that way.
The headwinds are the usual david-v-goliath going up against scale/consolidation stories:
- consolidation gives more purchasing power. When all the PE-controlled pest control vendors in the state are negotiating as one, they get bigger cost breaks
- PE has a bigger war chest. They'll enshittify eventually, but they'll undercut you longer than you can stay solvent. At that point, they'll happily buy you for pennies.
- The end-game is always monopolization. A PE firm bought up something like all the concrete mills in Georgia or one of the southern state. Any building or municipal project in the state effectively buys from that one company, even though it looks like a bunch of different local concrete mills.
- Any AI you throw at the problem presumably PE can handle more efficiently at scale.
What's the strategy that outcompetes?
So you win by taking the long view and building incrementally and opportunistically jump in as the incumbent falters.
I would have thought the opposite because pest control is the easiest thing to DIY for most people. All the insecticides and traps and knowledge for what to use is available online, there is usually no emergency so research can be done, and no technical skills to learn most of the time.
Also, I don't know where you live, but the more powerful substances used by licensed pest control are regulated and aren't (legally) available to the general public. If you're willing to run a business model based on unlicensed use of controlled substances, there are more profitable options than pest control lol
It’s not that I don’t think anyone would choose to repair their vacuum. It’s more that I can’t imagine they get enough volume to pay the lease/rent/bills on whatever commercial property they’re on.
Also, don't knock it, a quality vacuum like a Kirby or Miele will go decades, are incredibly quiet, and just need maintenance on wear and tear, which these repair shops provide. I think we got used to thinks being terrible. Like my Dyson, does good work, it's also very loud compared to my financially secure friend's Miele.
Which is wild because a Dyson has a premium price tag.
Sounded more like he likes he is passionate about building a business.
He used his funding to rent four apartments in San Francisco, which he then sublet, personally, through Airbnb.