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Alex Linn
2.3K posts
Alex Linn
@AlexanderLinn22
Making homes smart enough to take care of themselves
Austin, TX Katılım Kasım 2022
1.3K Takip Edilen438 Takipçiler
~8x for resi new construction
~18x for resi HVAC service
Risk on in the trades
Will Schryver@Will_Schryver
$BRK.A Berkshire Hathaway is acquiring home builder $TMHC Taylor Morrison $72.50 per share Equity Value: $6.8 billion Enterprise Value: $8.5 billion 8.1x TTM EV/EBITDA
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@DavidSacks @Jason Jason is correct here. People get lost in stats.
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There are a ton of variables to consider with the job market in the age of AI
People’s opinions are largely based on their political tribe.
Demoocrats want to believe the sky is falling, and republicans want to believe it’s the Trump Golden Age — both of these are bad takes
The reality is that 10-20m jobs are going away in the next decade.
from taxi drivers to white-collar middle managers to factory workers.
This is obvious.
At the same time, millions of jobs are being created, from AI trainers to data center builders — and of course, my favorite, startups!
we will have massive job displacement and creation at the same time.
The Trump administration will claim these are because of the President's brilliance, while the democrats and America First crowd will say President Trump double-crossed them by not deporting 20 million immigrants and by allowing H1B abuse.
It’s a concerning amount of destruction combined with early signs of a boom for select jobs.
We will get through it, but it will be chaotic and challenging,
David Sacks@DavidSacks
Apollo’s Chief Economist: Zero Evidence of AI-Related Job Losses
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@pmarca Wrote an essay about housing affordability shipshape.ai/essays/afforda…
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@TMTLongShort Wrote an essay about housing affordability shipshape.ai/essays/afforda…
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We are going to deflate the cost of the following things on a like-for-like basis over the next seven years by roughly 90%:
Healthcare
Education
Housing
Transportation
Sex
If we still have socialism at the end of this something has gone horribly wrong.
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@bloopmit @TMTLongShort @pmarca Actually not entirely the case, here’s a different take shipshape.ai/essays/afforda…
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@TMTLongShort @pmarca Isn’t a lot of housing a permit / intentionally exclusionary thing? Like US housing supply sucks because homeowners want to protect their bags. Would love it if AI could solve that but wonder if people’s need for artificial scarcity is something we can automate around
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Indonesia
National Design Studio announces our next product launch: the TrumpAccounts mobile app 🚀
Incredible collab with @USTreasury, @RobinhoodApp @vladtenev and @BNYglobal.
@ndstudio 🇺🇸
Trump Accounts@TrumpAccounts
📱 Welcome to Trump Accounts
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Flint Group Expands HVAC Platform With Acquisition of Air Around the Clock
Flint Group has acquired South Florida-based Air Around the Clock, further strengthening its position in the rapidly consolidating residential HVAC services market as private equity-backed platforms continue to consolidate across the U.S.
The acquisition adds a nearly 40-year-old HVAC and plumbing provider to Flint Group’s growing portfolio of residential services businesses.
Backed by growth equity firm General Atlantic, Flint Group has been actively pursuing a roll-up strategy focused on founder- and family-owned HVAC, plumbing, and electrical companies.
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Apollo Joins Alpine Investors in Backing Apex
The $2 billion minority investment gives Apollo and co-investors a ~20% stake, valuing Apex at $10 billion
The partial sale generated a return of 1.66x invested capital for secondary investors and 23x their investment for original investors
No investors exited their positions in the latest deal
Full article: @WSJ
More M&A updates in the trades: SchryverCo.com
Will Schryver@Will_Schryver
MASSIVE Residential HVAC Deal $3 billion Revenue $500 million EBITDA 20x EV/EBITDA Minority investment coming from Apollo Full story @homeprosnews M&A updates 👉🏼 SchryverCo.com
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@garrytan Keep it coming, you have helped us transform our business at shipshape.ai 🙏
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Everyone building AI agents is focusing on building the prefrontal cortex. Planning. Reasoning. Multi-step chains. There's value here. CEO-stuff.
But also, a reframe: there is value in building the cerebellum. It's offloading boring tasks into reflex so the complex thought can focus.
Your mortgage gets paid by a standing order, not a committee. The things that are not fun, not interesting, but have to be done? Done. Most agent frameworks will fail because they treat all cognition as high cognition.
The winners will nail the boring stuff first.
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Yesterday, RB2B crossed $9m ARR.
I don’t think people understand how crazy RB2B is as a business.
This is not me bragging about my ability as a founder. If it WASN’T my business, I would think the same thing.
Here are 15 insane facts about RB2B:
1. Tate (CTO), Robb, and I decided to go all-in on MoltSets (a new business) five weeks ago.
2. Tate has not touched RB2B code in five weeks.
3. Robb handles escalated tickets in 15min/day or less.
4. I post 3x/week on LinkedIn, NOT about RB2B.
HOW IS THIS POSSIBLE?
5. Since day 1, we kept the product dead simple so that AI could handle customer interaction
6. Robb Clarke made world-class documentation so that Intercom Fin can handle everything
7. Fin started out at 25% resolution, Fin now handles 98.9% of all tickets, escalates 1.1%
8. I have an insanely cheap acquisition channel - my LI thought leadership brand
9. We are a data company, have two other product lines … so we were able to create a B2B database that had zero marginal cost of fulfilling a contact
10. Combine 8 + 9, we were able to price our zero-friction PLG product below competition’s CAC, data costs crushed everybody else from a gross margin perspective
11. We are bootstrapped, so sub-VC scale opportunity of $10-$15m with insanely lean business was actually a MASSIVE WIN to us, given our two other very profitable businesses
12. Because of #11, we didn’t need to add 20+ features to cater to mid-mkt, lower churn, and do $30k annual deals - stayed SMB freemium PLG at 9+% monthly churn
13. As a result, all of our competition from 2 years ago left the market for bigger, better, and far more complex things
14. RB2B’s value prop remains POWERFULLY SIMPLE, with the brand RB2B = WEBSITE ID compounding in the collective consciousness of the B2B SaaS market
15. RB2B remains the last man standing.
We may have caught lightning in a bottle w/ RB2B.
I’m not saying you should go out and try to copy it, because it can’t be done.
BUT…
Knowing that you can create a business that:
- Is founder-led, bootstrapped, and a sub-VC scale opportunity
- Can grow to and eclipse $10m ARR, and
- At that point can be almost completely autonomous
As a founder (or an aspiring founder) you should know that is possible.
The game has changed.
The new playbook isn’t about “more” …
It’s about less, smarter, faster, and completely YOURS.
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@toddsaunders Love this. I’ve been sending our partners a quick start guide to help them start building.
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I'm giddy.
81 DMs today from trade business owners building their own software with AI.
A septic system installer, 3 pool service techs, a garage door installer, a sign and awning fabricator and so many others.
This is the moment for Blue Collar Builders.
IT'S TIME TO LET THE BUILDERS BUILD.
Todd Saunders@toddsaunders
Welcome to Blue Collar Builders! Cory LaChance inspired me to start a series spotlighting folks in the trade who are building software using AI. Cory normally works with chemical plants and refineries, but now he's building AI software for his company.... with no pervious experience writing code. He built a full agentic application that industrial contractors are using every day. It reads isometric drawings and automatically extracts every weld count, every material spec, every commodity code. My favorite thing he said was, "I did this with zero outside help other than the AI. My favorite tools are screenshots, step by step instructions, and asking Claude to explain things like I'm five." I hope you enjoy this episode as much as I did. And I can't wait to meet more Blue Collar Builders.
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My First 12 months of owning an HVAC company in the Tampa Bay area are coming to a close in a few weeks.
First 12 months +89% estimated
YTD +127%
Last 3 months +176%
8 calendar days into May, our sales are 100% more than ALL of last May.
While growing the bottom line 3-4x...
It's time to hire a Director of Ops or GM who wants to be part of this mission and can bring considerable value to help us achieve it.
Qualified? Interested?
DM me.
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There is no longer a way to answer the phone on my phone.
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@heynavtoor Bold sign is better if you want to rebuild your own Docusign
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DocuSign Personal: $10 to $15 per month.
DocuSign Standard: $25 to $45 per user per month.
DocuSign Business Pro: $40 to $65 per user per month.
A 10-person team on Business Pro pays $4,800 to $7,800 a year. To put signatures on PDFs.
A team of 50 pays $24,000 to $39,000 a year.
And there is a 100-envelopes-per-year cap on most plans. Send more contracts and you pay extra.
Need SMS delivery? $0.40 per send.
Need ID verification? $2.50 per attempt.
Need premium support? $5,000 to $50,000 per year add-on.
You are rationing digital signatures in 2026.
DocuSign is a $10 billion company built entirely on this pricing model.
Now meet DocuSeal.
A free and open source alternative to DocuSign.
Created in 2023 by a Ruby developer named Alex who was simply trying to sign one document and realised every solution online was overpriced or required a subscription.
Three weeks later he had a working alternative. He pushed it to GitHub under the AGPL-3.0 license.
Today it has 11,800+ stars and over 1,000 forks. Bootstrapped. No VCs. No paywalls.
Here is what DocuSeal does:
- Upload any PDF and turn it into a fillable, signable form
- Drag and drop signature fields, dates, checkboxes, file uploads, and 13 field types
- Send to multiple signers with custom signing order
- Automated email reminders
- Mobile signing on any device
- PDF signature verification built in
- Audit trail for every document
- Bulk send and templates
- Full API access
- Self-host with one Docker command
Here is what DocuSeal costs:
Zero. Forever. Unlimited documents. Unlimited signers. Unlimited storage.
DocuSign limits envelopes. DocuSeal doesn't.
DocuSign charges per SMS. DocuSeal doesn't.
DocuSign charges for ID checks. DocuSeal doesn't.
DocuSign sees your contracts on their servers. DocuSeal doesn't.
Here is the wildest part:
The median DocuSign contract per Vendr is $17,250 per year. One Reddit thread has people saying "they want me to pay $4.80 per e-signature."
Self-host DocuSeal on a $5 cloud server and a 50-person team can sign as many contracts as they want without paying a single dollar.
Your contracts never leave your server. Your client lists. Your NDAs. Your employment agreements. None of it touches a third-party company.
For individuals who only sign a few contracts a year, you save $180.
For small teams of 10, you save up to $7,800 a year.
For a 50-person company, you save up to $39,000 a year.
Your documents. Your signatures. Your server.
100% Open Source. (Link in the comments)
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@jgebbia @bobbyfijan And, 3d printed villas at a surf park 200 miles from the ocean. Texans are building the future we dreamed of 🧑🚀
hospitalitydesign.com/news/waco-surf…
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