Nine topics that show up in the public conversation about residential trades wealth — the Tradesperson-Owner, the AI Back-Office, the PE Exit, the Named Platforms (where ServiceTitan sits), the Small-Shop Reality, the Licensing Pipeline, the Wage and Margin Math, the Macroeconomy, and the Skilled-Body Bottleneck. Each circle is one of those topics, sized by how much it holds the conversation together. Hover any circle or topic name to read what is being said there. Click to pin. The dashed crimson lines mark three conversations that aren’t connecting.
The biggest circle in the map is owner — the word that holds the trades-wealth conversation together. Right next to it is AI, the word doing the second-most work. ServiceTitan shows up further out: present in the conversation but adjacent to the action, not in the middle of it. The dashed crimson lines mark three conversations that are not happening. The first — AI and the licensing pipeline that constrains who can swing a wrench — is the most consequential silence: AI replaces every job behind the licensed body but cannot replace the body. The second is the same idea read from capital markets: AI and the PE exit math. The third runs between where ServiceTitan publishes and where owners actually talk about ownership. The protagonist mismatch is the finding.