77: Nick Donahue, Founder and CEO of Atmos

Square One: Conversations with the Best in Business

This week we’re diving into the future of homes. The 3 henchmen of the American economy are education, healthcare and construction. Construction and real estate have always been a pretty underrated topic in tech - but it’s one of the markets that has an almost limitless TAM. The global stock of institutional grade real estate is set to triple over the next 15 years with some estimates pegging aggregate values at ~$70 trillion.

It was a pleasure to have Nick Donahue, Founder and CEO of Atmos on the show today. Atmos is creating a full end to end solution for consumers to build custom homes. I love what Nick and team are building and I invested in him after he came out of YCombinator. In this conversation we touched on a number of topics: (1) COVID’s affect on national real estate prices, (2) how software allows you to vertically integrate in construction, (3) building a business that deals with atoms, not just bits and (4) dismantling the myth that you need to be a homebuilder to provide consumers a 10x experience when purchasing homes.