Independent research on the future of home services: from coordination to execution, and the value created around them.
Flagship thesis
Why orchestration becomes the control point in home services.
A structural thesis on how AI collapses discovery, reduces coordination costs, and makes persistent home context the most valuable asset in the home-services economy.
Read the thesis →Economic model
A bottom-up model of the U.S. home-services economy.
Demand, prices, AI adoption, probot penetration, and the value pools that emerge by 2036. The summary model is live inside the flagship thesis; the full essay is in progress.
Explore the model →What we study
How AI lowers transaction costs and unlocks suppressed demand.
How probots and machines change the cost and availability of execution.
How an aging housing stock, inflation, and demographics drive long-term demand.
Why persistent home context becomes infrastructure for decisions and outcomes.
Where economic value accrues as the industry evolves.
How delegated budgets and programmable payments change how services are bought.