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?
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.
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
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.
> The end-game is always monopolization
This is one happy end state of PE but let’s be clear that for large swathes of human history it has not been the goal of most participants in local economies. If PE’s edge is diluted they may find themselves less able to achieve this on the margin.
Also I'm starting with the goal "Be the best pest control company" and building up from there, rather than to monopolize it.
He used his funding to rent four apartments in San Francisco, which he then sublet, personally, through Airbnb.
Sounded more like he likes he is passionate about building a business.
> When I told my manager I was leaving, he said I should start my own company and give him a call when I do. So that's what I'm doing.
I love hearing stories like this, because it shows a way to be a builder without the "venture or nothing" narrative that has pervaded the tech space since the dotcom days.
It is very difficult to make a venture-backed services firm (providing services, not software) that can be immediately profitable, grow sustainably, and outperform competitors with in-house technology that's built for real on-the-ground stakeholders... at a speed that will satisfy venture investors.
But it is more possible than ever ([0]), to do this (in-house tech and all) on a bootstrapped basis - since AI reduces the engineering staff required to build, adapt, and maintain an agile best-in-class solution at single-tenant/single-customer scale. The outcome is at the least a lifestyle business, but with upside that can take the form of anything from franchising to licensing to full-fledged SaaS in the future.
I wish OOP the best of luck, and hope he's found a passion. He could go far with this approach if he ends up following through.
([0] This is not to say there are no barriers to entry. There's privilege in the word "founder," and this is no exception. And the K-shaped economy has left many brilliant would-be founders behind. But at least some barriers are lower than they once were, and that's worth appreciating.)