John Dillard (Belk)

the hard part of a jobsite photo isn't taking it.

it's finding the right wall on the right house months later, when warranty needs it.

if the record can't be pulled by lot, date and location in a backcharge fight, it wasn't a record.

57% of builders say they can't find enough framers.

the tech industry has spent a decade teaching machines to see roads, warehouses, and front porches. the jobsite is still mostly invisible until someone picks up the phone.

the labor gap won't close fast. visibility can.

another big construction platform just made drone processing part of the daily site workflow.

seeing the site from the air is getting easy. knowing what the crew actually did on the ground is still the hard part.

@ShawnMWilfong

one of the big public builders said incentives hit 13% of the sale price last quarter. and they expect more in q4.

when that much margin goes to the buyer, what's left is how the house gets built.

waste (rework, material loss, ghost crews, etc) costs the same in a slow market. it just hurts more.

a new survey of construction firms: two-thirds have spent at least $250k on AI over the last two years.

15% say it's fully integrated across their projects.

the gap usually isn't the AI. the office went digital years ago. the jobsite still runs on texts, calls and memory.

and sometimes sharpies on a 2x4