@JakeFleshner The first app to track Heart Rate Recovery and all the amazing data that comes with that. Still in beta. iOS in July. YouTube channel in July.
Thomas Sowell breaks down how most intellectuals think:
“The best definition I’ve heard is from Hayek—he says an intellectual is a ‘secondhand dealer in ideas.’”
“The vast majority of intellectuals don’t originate any ideas but they peddle ideas that other people have originated.”
“That gives them a great deal of freedom because ideas and words are so malleable. Reality is not malleable. So they can believe in all sorts of things which have no realistic possibility and which have failed time and again in history.”
“But because they know how to rephrase it and repackage it, they can just keep right on going.”
This going to be a big space the next several years. Lots of guys will build their own automated platform with Claude (etc) but there will be room for different approaches for a while. Over all technology allows homeowners to better understand their recommended maintenance and find solutions.
A service call in home services has nine steps and one brain.
It's crazy to think about what happens when each step becomes its own agent loop.
Intake is no longer a CSR. It is a model that takes the text, asks five diagnostic questions, classifies the job to a 90% probability, and books a window.
Dispatch is not a 7am huddle. It is a continuous optimizer that re-routes the fleet every twelve minutes against weather, traffic, parts inventory, and the lifetime margin of every customer in the queue.
The tech rolls up to the house with a diagnostic agent already running on the tablet, having read the service history, the manufacturer bulletins, the recall database, and the last seventeen calls on the same model number across the company's entire customer base.
The quote builds itself in real time against the customer's price sensitivity, financing eligibility, membership status, and the exact margin the company needs on this job to hit the week's number.
The compliance agent files the permit.
The warranty agent opens the claim.
The post-call agent handles the review, the membership upsell, and books the next maintenance window before the truck is back on the highway.
The tech's hands still do the work.
The tech's brain does less of it... and this is where it gets interesting for the independents.
Every PE rollup in home services underwrote the deal against the master techs. Pay 8x EBITDA, inherit the brains, run the playbook.
But now.. the master techs just got replicated in the agent stack, and the rollup will be two cycles late noticing.
The independent who owns his trucks, his customer list, and his zip code does not have that problem. He bolts on the agent stack, keeps the local trust, and out-margins the regional rollup in his metro.
The master techs were always the moat.
The master techs just got an exoskeleton. The independents who hand it to them first will own their markets throughout this next technology shift.