Bottom up calculation: average $10/repair x 250 million potential repairs = $2.5B market.
Problem is labour shortages and supply chain, as stated in the report. Both hard problems to solve.
We’ve been working on getting the labour shortages fixed and I personally believe that you can also skip some of the supply chain problems by localising labour.
For example: when we train people they can 4x their _household_ income within 6 months. This is young people who didn’t have an income before and are suddenly earning 3x as much as both their parents combined.
People just don’t know how to fix these things and when someone finally learns how, they can absolutely rake it in.
It’s actually insane to me how much education can be such a massive multiplier in this context!
Link to our recent work: https://www.linkedin.com/posts/energy-makers-academy_strathm...