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The best article I've read about Katerra is still from Construction Physics, it goes into much more technical detail. [1]

[1] https://constructionphysics.substack.com/p/another-day-in-ka...

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Thanks. This is a much more interesting read. It doesn’t seem like an obviously bad idea. Perhaps some amount of being too ambitious, some amount of bad luck (WeWork, Greensil), some amount of mismanagement (slow execution, acquisition issues) - but nothing that says the idea was fundamentally bad.

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