The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified cover image

505. The Ins and Outs of EquipmentShare's $6B IPO, The Construction Job Site in 10 Years, Where AI Thrives and Struggles to Solve Complex Problems, and Roll Ups in the VC Space (Willy Schlacks)

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

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Labor Shortage: Headwind or Opportunity

Willy sees labor gaps creating opportunities for automation, AI, and craft resurgence over decades.

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