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Willy Schlacks
Co-founder and president of EquipmentShare, a construction technology and equipment rental company; led the company through its NASDAQ listing and growth into a large-scale construction tech platform.
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Mar 30, 2026
• 49min
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)
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Willy Schlacks, co-founder and president of EquipmentShare who led its NASDAQ listing, shares the inside story of a $6B IPO. He discusses prepping for public markets and what construction sites will look like in 10 years. He explores where AI and data add value on job sites and why EquipmentShare opted for organic vertical growth over roll ups. He also talks about managing fear to unlock creativity.
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