001⎢1.5 years later: My insulation thesis
Apr 05, 2024•9 min•Ep. 1
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Episode description
Today, we revisit our very first topic on AEC_VC, cavity insulation in Europe, with a fresh perspective. After 18 months, our backtesting confirms: this insulation opportunity has an outstanding market potential and exceptional margins and cash flows. It has shown me that it can support the next AEC unicorn.
- Flashback: The insulation opportunity
- A $100 billion market
- Exceptional margins and cash flows available
- Highly standardizable and repeatable
- The end game: Cloud installation as an infrastructure
All content >> https://aecvc.com/
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