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Started By
Message
industries ripe for disruption
Posted on 8/17/26 at 9:51 pm
Posted on 8/17/26 at 9:51 pm
Education
Healthcare
Building materials
Any others you would suggest?
Healthcare
Building materials
Any others you would suggest?
5
Posted on 8/17/26 at 9:55 pm to cgrand
Healthcare is very broad what segment? Like patient care?
Posted on 8/17/26 at 10:04 pm to UltimaParadox
yes patient side. personalized healthcare
Posted on 8/18/26 at 6:03 am to cgrand
Regulated industries are the most difficult to disrupt
I still believe in CLOV for healthcare but don’t currently own it
I still believe in CLOV for healthcare but don’t currently own it
Posted on 8/18/26 at 6:39 am to cgrand
Finance
Bitcoin is the answer.
Buy now.
Bitcoin is the answer.
Buy now.
Posted on 8/18/26 at 6:53 am to cgrand
Energy- battery and solar. I’m
Not a solar guy right now but it could one day see a major tech change.
Not a solar guy right now but it could one day see a major tech change.
Posted on 8/18/26 at 7:11 am to cgrand
Can you expand on what you mean by building materials? You have my curiosity.
Posted on 8/18/26 at 8:25 am to baldona
quote:
Not a solar guy right now but it could one day see a major tech change.
I really like the idea of solar, but there isn't really anything incentivizing for people to convert. And government subsidies are not long term viable. The product should be able to stand on its own and it can't at the moment.
The solar cons are:
1 - Aesthetics. A lot of people don't like the looks
2 - Holes in your roof or additional room for the solar farm.
3a - Economics - without subsidies, it takes 10 to 15 years for solar to pay for themselves. There are diminishing returns over the life of the solar panels. I can't find any source that scientifically and unbiased-ly demonstrates the long term panel life span. It could be meaningful, or maybe not. But given I can't find the information when I look for it, makes me think it's not favorable.
3b - Electrical Municipalities aren't interested in offering incentives for back-feeding the grid. You're strictly limited to using the electricity for the time it is producing, A battery bank is just more expense in the conversion and also isn't attractive either.
If any of these items could be addressed, it would add appeal to solar. But who is responsible for addressing these?
Posted on 8/18/26 at 8:41 am to Upperdecker
quote:that’s why they need to be disrupted. Healthcare and insurance are the two obvious ones where the individual is held hostage to the system and middlemen make both far more expensive and inefficient.
Regulated industries are the most difficult to disrupt I still believe in CLOV for healthcare but don’t currently own it
I’m in OSCR and HIMS straddling both, and I think ZETA (and PLTR) are good proxies.
Posted on 8/18/26 at 8:47 am to baldona
quote:
Energy- battery and solar. I’m Not a solar guy right now but it could one day see a major tech change.
Battery / electrical storage efficiency should be ripe.
Posted on 8/18/26 at 8:59 am to WhiskeyThrottle
Stuff that is disposable and/or wasteful and resource intensive
Others…asphalt shingles, gypsum wallboard, plastic flooring, etc. I was a contractor for 20 years and the waste is hard to describe. Demolition waste for renovation (renovation was a great deal of what we did) was eye watering. We build shite today with lifespans that are marked in years.
this is more aspirational than anything but we can’t continue this way it is madness
quote:
Outdated and wasteful building materials—such as conventional high-emission concrete, virgin PVC plastics, and short-lifespan particleboard—drive major resource depletion, poor energy efficiency, and massive demolition waste. Modern sustainable architecture seeks to replace these linear, disposable inputs with high-efficiency, recyclable, or low-carbon alternatives.
Highly Wasteful and Inefficient Materials
Portland Cement/Concrete: Massive carbon dioxide footprint from production; poor adaptability and high energy intensity.
Virgin Plastics & PEX/PVC Piping: Petroleum-based, non-renewable, prone to UV degradation or rodent damage, and difficult to recycle cleanly.
Particleboard & Hardboard Siding: Short replacement cycles that warp or rot quickly, fostering a disposable building culture.
Mixed Material Composites: Extensively used in modern facades, but virtually impossible to separate or recycle at end-of-life.
High-VOC Paints and Adhesives: Off-gas toxic petrochemical pollutants into indoor air and hinder circular material reuse.
Others…asphalt shingles, gypsum wallboard, plastic flooring, etc. I was a contractor for 20 years and the waste is hard to describe. Demolition waste for renovation (renovation was a great deal of what we did) was eye watering. We build shite today with lifespans that are marked in years.
this is more aspirational than anything but we can’t continue this way it is madness
Posted on 8/18/26 at 9:04 am to cgrand
quote:
Building materials
Locally spacex is about to bend us over on that one. Data centers and amazon distro centers have been taking their turn for some time
Posted on 8/18/26 at 1:26 pm to WhiskeyThrottle
quote:
I really like the idea of solar, but there isn't really anything incentivizing for people to convert.
I'm not talking about a major conversion. I think there's a lot of money in small things though. Solar panels on a roof of commercial buildings or other places that have vast roof space but not used. The future is not a major conversion away from fossil fuels, but a reduction in what needs them due to the ability to use lower volts and watts due to major increases in efficiencies which then allow something to be ran by a lithium battery that's charged by solar.
Solar + battery for charging and maintaining equipment off the grid, like rural construction.
I also think there's a major growth in battery powered scooters and motorcycles. Not just in major metro's where they are used a lot already, but in smaller metros also. If you have good weather, a personal scooter or electric bike is incredibly efficient means of transportation with extremely small storage.
I'm not big greenie, I'm just talking about things I've seen between kids riding electric bikes around the neighborhoods and visiting NYC, Paris, etc and seeing all the scooters used.
This post was edited on 8/18/26 at 1:29 pm
Posted on 8/18/26 at 1:46 pm to baldona
quote:no need for the disclaimer. Every single person should be in favor of an energy solution with lower cost, lower environmental impact, and higher sustainability. Every surface of this planet is exposed to the sun at some point during the day, and sunlight is free of charge. The technology just isn’t there yet to harness that energy in a meaningful way but it will be. And you’re correct the answer will at least partially be found in storage and draw
I'm not big greenie
Unused roof space is low hanging fruit, there should be panels on every commercial roof surface
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