upvote
A really good company worth checking out in this vein is equipmentshare.com. In 10y they started and IPO'd, by being a better way to rent heavy equipment.
reply
This is amazing. Thanks for sharing the story.

> ...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?

reply
Much more difficult to get attention from blue-collar decision makers than it was previously. Also bc there's a ton of investment in the sector now, so they're bombarded by inbound!
reply
I see, you're statement is less about product research and more about customer acquisition.
reply
Getting the initial conversation even to research (not just to sell to) is more difficult than before for these reasons.
reply
[dead]
reply
I think there is the potential for a beautiful correction here; the general narrative over the last 5-10 years is PE buying up good businesses, enshittifying them and loading up debt to improve margins, and driving down quality.

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.

reply
I like the story, I struggle to see how to outplay PE.

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?

reply
> which is actually quite basic - pest control is a big, good business to be in and it's possible to build a very big, profitable business by doing the simple things right, consistently.

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.

reply
On residential - lots of people don't want to get their hands dirty. For commercial - it's rarely worth doing in-house and in manufacturing / food industries getting it wrong can lead to fines / closure losing contracts, so it's not worth penny pinching.
reply
My biggest problem with a service like pest control is I can't tell what it does. I'm not talking about getting rid of a hornet nest or squirrels in the attic, I'm talking about the door-to-door salespeople who want you to subscribe to a quarterly sprinkling of some magic dust around your house. If I could get a trustworthy measurement like "number of 2x4s not destroyed by carpenter ants" or "sqft of siding not rotten because of nests" I would be a lot more open to it.
reply
For the d2d residential services, you're buying peace of mind and usually the provider will guartantee the service. E.g. if you see ants and you're not due a visit until next month, they'll drop in and sort it.
reply
I think you're assuming that there is no valuable/monetizable difference between a neophyte, and an experienced expert serving (and supported by) a solid organization.

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

reply
fumigating houses, pest control at commercial food facilities, commercial premises etc is a big dirty difficult job and involves expensive equipment and hazardous chemicals etc plus as OP noted requires exams before you can do it for 3rd parties
reply
My neighbor is the best wallpaper guy in the city, which you’d think is extremely niche but wallpaper has come back in a big way. All sorts of businesses out there for those who identify needs and service wants. And the best way to know about a business is to work for an established one first
reply
I’ve always wondered how the hell things like vacuum repair shops and other niche stores I still see around from time to time are still around.

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.

reply
The smart ones will own their shop outright. If not, they are on a longterm lease.

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.

reply
> Like my Dyson…

Which is wild because a Dyson has a premium price tag.

reply
Tough as consumer goods are generally getting cheaper and better quality. Can’t remember the last time we had a problem with the TV. We have left them behind when moving apartments as they’re relatively cheap now
reply
Love this one. You are selling people their time back with a service like wallpapering for sure.
reply