The Next Build
Victor MuchiriA periodic Substack publication where I write about construction innovation and technology trends.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 21 | Subscribers | Read | victormuchiri.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
The Sequential Path
Large contractors are making an implicit bet about the future of AI, one shaped by operational realities that only become visible when working inside their day-to-day environment. Some see it as a way to take on more work with the same staf...
Rise of the Super Subs
The construction industry is entering a structural shift that many folks have not fully priced in. A new class of competitors are emerging from inside the subcontractor ranks as these firms are expanding their capabilities, integrating serv...
How Contractors Can Re-Underwrite Themselves
In the mid-2000s, Jamie Dimon took over a bank whose internal models looked fine on paper. The market was ripping, liquidity was abundant, and growth masked fragility. But when he started digging into the loan book, he saw that Bank One, th...
Construction Is Still Priced Like a Commodity Because It Doesn’t Operate on Macro Terms
Contractors need to look beyond their four walls and pay attention to the macro trends shaping the verticals they build for. Other industries do, but construction doesn’t. Two factors drive this blind spot. First, contractors are traditiona...
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Authors
The writers behind this newsletter.
Strategy at Barton Malow. I've worked in construction, strategy, and as a VC. Now I'm working to push the construction industry forward.
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