When Factories Start Building Houses, Which Trades Get Hit First

Mattamy's founder is putting a fully automated factory in the Toronto area with a target of 3,000 housing units a year. If that works, the labour bill on a new build drops by roughly $60,000 a house. That money is coming out of somebody's pocket, and if you swing a hammer for a living, it might be yours.Kosta and Johny game this one out. How long until the factories are actually producing at scale, which trades get squeezed first, whether the savings ever reach the homebuyer, and what happens when a company like Amazon looks at the model and decides to build houses too. Johny pushes back hard on the workmanship side. Kosta thinks the robot-built homes end up better than what the subdivisions are putting out now.The part every contractor should sit with is the back half of the conversation: service work. There are roughly 160 million existing homes in North America and about 1.5 million new ones a year, so new construction is around 1% of the stock. The other 99% still breaks. If you run a trades business and your revenue is tied to new builds, this is the episode to listen to twice. Jobtable helps you run the service side properly, with recurring jobs, scheduling, and invoicing in one place.👉 Learn more at https://www.jobtable.comNew episodes every week. Subscribe so you don't miss one.00:00 – Dark mode and the QuickBooks sync overhaul are live02:00 – Mattamy, Stelumar, and a factory aiming at 3,000 homes a year05:30 – The labour math: $4,000 per trade, per house07:30 – Will the savings ever reach the homebuyer11:50 – Factory quality vs site-built workmanship13:30 – Which trades get squeezed first19:40 – Why the pivot is service work28:00 – What happens when Amazon decides to build houses30:30 – 160 million existing homes and the repair market37:30 – How many years away is this really