505. The Ins and Outs of EquipmentShare's $6B IPO, The Construction Job Site in 10 Years, Where AI Thrives and Struggles to Solve Complex Problems, and Roll Ups in the VC Space (Willy Schlacks)
From The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified by Nick Moran
March 30, 2026 · 49 min
About this episode
Willy Schlacks discusses EquipmentShare's IPO, the future of construction job sites, and the role of AI in solving complex problems.
Willy Schlacks of EquipmentShare joins Nick to discuss The Ins and Outs of EquipmentShare's $6B IPO, The Construction Job Site in 10 Years, Where AI Thrives and Struggles to Solve Complex Problems, and Roll Ups in the VC Space. In this episode we cover: The IPO Process and Preparation Differences Between Public and Private Market Investors Stock Performance and Direct Listing Considerations Advice for Early-Stage Founders Investing in Personal Growth The Role of AI and Data in Construction Future of the Job Site Managing Fear and Creativity Guest Links : Willy's LinkedIn EquipmentShare's LinkedIn EquipmentShare's Website The host of The Full Ratchet is Nick Moran of New Stack Ventures , a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp , the modern finance automation platform. Book a demo and get $150—no strings attached . Want to keep up to date with The Full Ratchet? Follow us on social . You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter
People in this episode
Host: Nick Moran
Guest: Willy Schlacks
Topics covered
- IPO process
- construction technology
- AI in construction
- venture capital
- personal growth
- future job sites
Keywords
- EquipmentShare
- IPO
- construction
- AI
- venture capital
- personal growth
- job site
- stock performance
- early-stage founders
Sponsors
Ramp
Mentioned in this episode
Organizations: EquipmentShare, New Stack Ventures, LinkedIn, Twitter
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