PODCAST · business
Bricks And Bytes
by Bricks And Bytes
A show about construction technology, business, and entrepreneurship. Welcome to the Bricks and Bytes Podcast, where we bring together the worlds of construction, technology, and entrepreneurship. We explore the innovative ideas and groundbreaking advancements that are shaping the future of the industry.
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How Japan’s 220-Year-Old Contractor Is Rolling Out AI Across A 20,000-Person Workforce
"We don't see the real costs of AI."That's Jean-Marc Frangos, ex-BT in Silicon Valley, now running AI at Shimizu, one of Japan's "Big 5" contractors, founded in 1804.We sat down with him to unpack how a 220 year old builder actually rolls out AI across a 20,000 person workforce. The playbook, not the hype:✅ Start with your data, not the model✅ 5,000+ staff on one AI platform in ~7 months✅ When the subsidies end, undisciplined teams get hit "like a ton of bricks"🎧 Full episode out now.#bricksandbytes #bricksbytes #bricksbucksandbytes #aec #construction #constructiontech #ai #vc Our Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com00:00 Intro00:33 Inside Japanese construction and innovation05:58 What is a "genecon"? Shimizu and Japan's super contractors07:49 Sponsors10:58 From telecom to construction: Jean-Marc's career path17:11 Japan vs Silicon Valley: how innovation actually happens22:49 How Japanese construction trains its workforce27:21 How Shimizu adopts AI and new technology33:26 Why AI adoption in construction is accelerating36:11 Specialized AI tools vs general models38:03 RAG explained: AI data retrieval in construction41:34 AI model routing to cut costs43:56 Rolling out AI across a large organization47:55 AI governance: tracking ROI and real benefits55:39 The future of construction robotics59:19 The cultural roots of Japan's innovation mindset📩 Subscribe to the Bricks & Bytes Newsletter: https://bricks-bytes.beehiiv.com/🌐 Visit our website: http://bricks-bytes.com/📲 Follow us: LinkedIn: https://www.linkedin.com/company/bricks-bytes/ Twitter: https://x.com/bricksbytespod Instagram: https://www.instagram.com/bricksbytes/Enjoying the insights? Hit that Subscribe button to stay ahead in construction tech, AI, and the future of how we build.
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When AI Knows What You Know, What Does the Client Pay For?
This week's briefing covers three conversations every construction leader should sit with.Ryan Maibach runs Barton Malow, a five billion dollar builder with over a hundred years of history. He is turning work away in the best market his firm has ever seen, and that is not the surprising part. The surprising part is what worries him most. A large chunk of what builders get paid for is knowing things the client does not. If AI hands that knowledge to the client directly, what exactly are you selling?Rob Painter runs Trimble and arrives at the same warning from the other side. Construction got faster task by task and never fixed the system those tasks sit inside. His read on AI is identical, and his advice to any CEO trying to navigate it is blunt. You cannot delegate understanding the thing that is about to reshape your business.And then Ukraine. Not the war as you have seen it on the news, but what is being built underneath it. A country that moved from software to world leading drone technology out of necessity is now positioning construction tech as the next step. The rebuild has not started yet, because you cannot rebuild what you have not counted, and something new gets destroyed even as you are counting it.Three conversations. One question running through all of them.Join the argument in the comments of this week's LinkedIn post.
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Ukraine's $588 Billion Reconstruction, NVIDIA's AI Factory & The Future of Construction
Ukraine's reconstruction has been estimated at $588 billion by the World Bank's Rapid Damage and Needs Assessment (RDNA5), although our guest argues the true figure is likely higher.In this episode of Bricks, Bucks & Bytes, we speak with Oleg Demydenko, Chair of Ukraine's National ConTech Cluster, about the technologies, engineering approaches and digital systems emerging during Ukraine's reconstruction.We also discuss:* Why Ukraine's reconstruction is currently estimated at $588 billion (World Bank RDNA5)* How new infrastructure is being designed with modular, distributed and replaceable systems* Why Oleg says, "We have no time to sell it. We've already developed a new one."* NVIDIA's AI factory in Ukraine* Why Patric Hellermann believes humanoid robots are an overhyped investment category* Agility Robotics going public via a SPAC after deploying around 100 humanoid robotsIf you're interested in construction, construction technology, AI, robotics, infrastructure and venture capital, this episode explores the ideas, technologies and investment themes discussed by our panel.#construction #constructiontechnology #contech #ukraine #ai #robotics #infrastructure #venturecapitalOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comChapters00:00 Intro00:58 What We're Building for the ConTech Community02:01 Wispr Flow Voice AI: Owen's Honest Take03:29 Agility Robotics SPAC: Should Robots Go Public?05:50 How Much Is a Humanoid Robot Actually Worth?09:29 Humanoid Robotics: The Problems Nobody Talks About13:32 Can Humanoid Robots Be Used in War?16:01 Rebuilding Ukraine: The $588 Billion Plan23:32 How the War Is Changing Construction Technology27:36 Modular Steel That Protects Ukraine's Power Grid30:14 Designing Buildings to Survive Attacks32:46 Why Modular Construction Is the Future36:25 How Much of Ukraine Is Actually Destroyed?40:17 Ukrainian Founders: Stop Changing Your Name43:57 Is the Ukraine War Reaching a Turning Point?
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SAFETY SERIES: WhatsApp Is Construction’s Most Successful Tech Tool
"WhatsApp's the most successful construction technology tool ever built."Half a joke, but only half. That's what Prakash Senghani, Co-Founder and CEO of Navatech, told us on the latest Bricks & Bytes.His point: the workers who most need safety tech are the ones it never reaches. So instead of forcing them onto another clunky app, Navatech put its AI inside the tool they already use, in their own language, by voice, or from a photo.A few things that stuck with us:Most "digital transformation" in safety is just paper on a screenYou can't prove a negative, which makes safety ROI brutally hard to showThe scariest competitor isn't Procore or Autodesk, it's customers building their own tools with AIFull episode out now. 🎧#bricksandbytes #bricksbytes #aec #construction #constructiontech #ai #vc Our free Construction Safety Report. Download your copy here: https://bricks-bytes.com/downloads/construction-safety/Our Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comChapters0:00 Teaser1:24 Intro – Why Safety Tech Matters in Construction4:10 What Poor Safety Really Costs You5:42 Sponsors8:43 What Poor Safety Really Costs You (cont.)10:04 Why Compliance-Only Safety Falls Short13:16 How Construction Safety Training Is Changing16:20 Using Technology to Manage Site Safety19:19 Automating Safety Data Capture22:17 Bringing Advanced Tech Into Safety25:24 Getting Crews to Actually Use Safety Software28:28 Inside the Safety Tech Market31:08 How to Choose the Right Safety Software34:08 The Future of Construction Safety Tech
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Trimble CEO on AI, Productivity & The Human Problem Holding Construction Back | Rob Painter
"I don't see this as a technology problem. I see it as a human problem."That's Rob Painter, CEO of Trimble, on what's really holding back AI in constructionIn this episode he made the case that:✅ Task productivity is largely solved, system productivity is the real unlock✅ AI is overhyped and underhyped at the same time, the difference is industry context✅ The barrier to AI value is organizational, not technical: "It's not AI for the sake of AI"✅ Across 100+ acquisitions, the thesis still fails if the culture and the people don't workFull conversation on build vs buy vs partner, the Document Crunch deal, and how he runs Trimble. Link in comments.#bricksandbytes #bricksbytes #bricksbucksandbytes #aec #construction #constructiontech #ai #vcTrimble Inc: linkedin.com/company/trimbleTrimble Construction: linkedin.com/company/trimbleconstructionTrimble Civil Construction: https://www.linkedin.com/company/trimble-heavy-civil-constructionDocu Crunch: linkedin.com/company/document-crunch/Chapters00:00 Teaser01:01 Quickfire: Getting to Know the Trimble CEO03:15 Why Is Construction Productivity So Low?06:05 How Venture Capital Works in Construction Tech09:05 What Construction CEOs Actually Want From Tech12:11 What CEOs Really Say Behind Closed Doors13:59 Build vs Buy: Acquire or Build In-House?18:38 What 120 Acquisitions Taught Trimble20:07 Trimble's AI Strategy Explained25:54 Is AI Actually Worth It in Construction?27:59 How AI Drives Productivity and New Revenue30:18 AI in Construction: Hype vs Reality32:49 How Hardware and Software Connect on the Jobsite37:51 How to Actually Innovate in Construction Tech39:16 Rob Painter's Leadership Philosophy41:37 Staying Connected While Running a Huge Company44:23 What a CEO Learns From Other Leaders47:47 Finding Balance in Nature
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SpaceX Buys Cursor, Autodesk's $3.6B MaintainX Deal, Elon Musk's xAI vs Anthropic & The $8 Trillion AI Buildout
SpaceX just paid $60 billion for Cursor. On this week's Bricks, Bucks & Bytes, Patric wasn't buying the logic:"Why in the world would you buy an independent gas station chain and think that makes you more competitive with your bigger oil producing rival?"His take: Cursor is a reseller of tokens. Owning it doesn't make you a better model company — just a bigger, more exposed gas station.We also dug into Autodesk's $3.6B MaintainX deal, why Palantir won't win construction, and the $8 trillion data center buildout.Full episode out now. 🎧#bricksandbytes #bricksbytes #bricksbucksandbytes #aec #construction #constructiontech #ai #vc00:00 Intro01:31 How LinkedIn Is Changing Professional Communication04:58 Why Construction Industry Data Can Be Misleading08:48 Using Social Media for Professional Networking12:44 Latest Construction Technology Developments16:34 SpaceX Acquires Cursor: Industry Reaction20:29 The Future of Tech Acquisitions and M&A24:25 Residential Construction Software Explained28:09 Construction Market Trends and Outlook29:47 How the Global Economy Impacts Construction33:00 Data Center Construction and Local Regulations40:36 The Future of Construction Design Software48:56 Corporate Skilled Trades Training Programs51:56 IPOs, 401(k)s, and Investment Risk52:47 Rethinking Retirement and Midlife55:10 The Future of AI in Construction56:44 Market Dynamics and Financial Deregulation59:29 Tech Valuations and Market Sentiment1:02:50 Construction Trade Technology Innovations1:05:27 AI in Structural Engineering and Quality Assurance
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Procore's Response to Every AI Startup Trying to Replace Them
The most overhyped term in construction tech right now? "AI-native startup."That's the take from Geoff Lewis, SVP of Product Management at Procoreand co-founder of Honest Buildings (acquired by Procore), who joinedus on Bricks & Bytes to talk about how an incumbent fights back in theAI era.Tune in to find out about:✅ Why Procore says it has already neutralised the speed advantage of AI-native startups✅ The submittal-checking agent that collapsed weeks of review into hours✅ Geoff's five-year bet on autonomous agents running RFIs end to end✅ Inside Procore's new capital planning and portfolio suite built for owners🎧 Watch now on Spotify and YouTube. Link in the comments below!#bricksandbytes #bricksbytes #bricksbucksandbytes #aec #construction #constructiontech #ai #vcOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comChapters00:00 Teaser01:16 Introduction and Quickfire Questions04:05 AI in Construction: Adoption and Challenges12:18 Procore's Product Strategy and Customer Focus16:57 AI Implementation and Future Prospects23:38 Sponsors25:39 AI Implementation and Future Prospects (cont.)26:44 The Rise of AI Native Startups29:28 AI Tools for Contractors32:11 The Future of AI in Construction34:15 Palantir vs. Procore: A Comparative Analysis43:03 Procore's New Offerings for Owners50:12 Lessons from Product Management Failures
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SAFETY SERIES: Why One Construction Incident Can Wipe Out Project Profit
"Every GC is one poorly managed incident away from wiping out the entireprofit for the project." That line from Simon Elliott, CEO of Breadcrumb, set the tone for one ofthe sharpest conversations we've had on construction safety tech. We sat down with Simon to dig into why most safety tools miss the point,and why the real unlock isn't compliance, it's productivity. Tune in to find out about:✅ Why "safety third" is the uncomfortable reality on many US job sites✅ The hidden cost of the superintendent turning up at 3am just to clear paperwork✅ What actually changes on site from day one to six months after going digital✅ Why trusted field data is becoming the foundation for AI in construction ▶️ Watch on YouTube and Spotify. Our free Construction Safety Report. Download your copy here: https://bricks-bytes.com/downloads/construction-safety/ #bricksandbytes #bricksbytes #bricksbucksandbytes #aec #construction #constructiontech #ai #vc00:00 Teaser01:05 Introduction to Safety Technology in Construction06:07 The Importance of Safety and Compliance10:50 Technology's Role in Enhancing Safety16:06 From Compliance to Productivity21:02 Implementing Breadcrumb: A Case Study30:58 The Future of Safety Technology32:05 Integrating Technology in Construction38:14 The Importance of Data in Safety Technology42:04 Target Customers and Market Dynamics51:01 Navigating the Competitive Landscape56:57 The Future of Safety Technology in Construction
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Why Safety Data Is Worth Money, and Incidents Cost You 4-6%
Spotify DescriptionThis week's briefing covers three shifts every construction leader should be watching.Workplace incidents in construction eat four to six percent of project cost. The average contractor makes two to three percent margin. That single comparison changes how you should think about safety technology, and this week the Bricks and Bytes State of Construction Safety Tech report goes live to prove it.Owen breaks down what touches your P&L: why your safety records are turning into a financial asset insurers will price off, why your next major client may force this tech on you before any regulator does, and which part of the hype to ignore for now.Then: the AI price war. Anthropic just released the most expensive model on the market the same week the Wall Street Journal reported OpenAI is weighing drastic price cuts. What that contradiction means for your software bills, and the two moves to make before your next renewal.And a trip to Paris, inside Vinci, a 300,000 person company built from 4,000 separate businesses, to answer one question: how does anything new actually survive at that scale?The answer connects straight back to why safety platforms live or die.Free Safety report below:https://bricks-bytes.com/downloads/construction-safety/Join the argument in the comments of this week's LinkedIn post.
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Are AI Startups Overvalued? Anthropic, IPOs & VC Horror Stories
A VC fell asleep for 30+ minutes during a founder's pitch. The round stillclosed.This week on Bricks, Bucks & Bytes, we traded the VC horror stories founders never forget, debated whether the hottest AI startups are just "reselling tokens," and brought on three founders fresh off funding rounds: Guy Saxelby (Earlytrade, $25M total raised), Adrian Rhaese (EnvioTech, €1M pre-seed) and Ben Waters (LightTable, $22M Series A).Tune in to find out about:✅ Why Patrick calls Lovable, Cursor and Vercel "resellers of tokens" and what that means for their valuations✅ How Earlytrade automates construction payments, with 10% of revenue already running with zero humans✅ The streetlight startup saving cities 80% on energy while mapping how a whole city moves✅ Dustin's no-mercy pushback on what it actually takes to be a "platform for pre-construction"Listen now on Spotify and YouTube. #bricksandbytes #bricksbytes #bricksbucksandbytes #aec #construction#constructiontech #ai #vcChapters00:00 Intro01:10 VC Horror Stories Founders Never Share07:05 The Weirdest VC Behaviour We've Seen13:01 Why AI Costs Are Eating Your Margins19:15 Will AI Companies Ever IPO?25:49 How to Find Early Product-Market Fit33:24 Expanding Internationally: What Actually Works40:09 Where Construction Tech Innovation Happens45:48 The Growth Playbook for the Next 5 Years56:56 The Hardest Lessons of Entrepreneurship58:11 Why Timing Beats Everything in Business58:19 How Perception Shapes Professional Success59:10 Why Being Eccentric Is a Branding Advantage01:02:07 Where Tech Meets Construction01:04:09 AI That Actually Manages Construction Projects01:10:10 Why Pre-Construction Is Where the Money Is01:16:16 Mastering the Critical Path
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The Startup Using 2,000 AI Agents to Check Construction Drawings | $4.2M Seed Round
"We have 2,000 agents going through your document, checking every single item in detail."This week we sat down with Brandon Smith and Raymond Zhao, co-founders of Structured AI, fresh off a $4.2M seed round they closed in just five days.Tune in to find out about:✅ How Brandon went from training an AI fighter jet at 17 to building construction AI after a single Reddit message✅ Why agentic AI finally cracks drawing review when traditional machine learning never could✅ The deterministic, no-confidence-score system with a full audit trail your team can sign off on✅ Where this goes next - an AI coworker that fixes errors straight back into your Revit model🎧 Watch now on YouTube and Spotify.#aec #construction #constructiontech #bricksandbytes #bricksbytes #bricksbucksandbytes #ai #vc
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Why Construction Companies Are Turning to Palantir?
"I currently haven't found a use case in which I haven't been able to build."That was Brett Adams on what Palantir Foundry can do in construction.This week on Bricks & Bytes we sat down with Dan Julien (Chief Revenue Officer) and Brett Adams (Forward Deployed Engineer and Head of Construction) of ForgeSight, the i4C born team implementing Palantir Foundry across the AEC industry, to cut through the rumours about what Palantir is actually doing in construction.Tune in to find out about:✅ Whether Palantir Foundry can really replace your ERP✅ What "forward deployed engineering" actually means on a job site✅ Whether Procore, Autodesk and Trimble survive a Palantir world✅ How a contractor rebuilt its entire operation on Foundry in roughly a year🎧 Watch now on Spotify and YouTube#bricksandbytes #bricksbytes #bricksbucksandbytes #aec #construction #constructiontech #ai #vcOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comChapters00:00 Teaser00:18 What Is Palantir & Why Construction?02:36 Palantir Foundry Explained05:16 Who You Need to Implement It08:35 Do You Actually Need Palantir?11:01 Real Use Cases in Construction13:19 How to Implement Foundry & Integrate Data22:00 Sponsor25:01 Getting Your Data Into Foundry28:40 How Long Does Implementation Take?30:31 Solving Software Integration Challenges33:06 Can Foundry Replace Your ERP?36:22 The Future of ERP vs Palantir (SAP, Oracle)39:31 Palantir for Non-Technical Teams42:58 Case Study: How Kavanaugh Uses Foundry46:02 How Much Does Palantir Cost?48:03 Who Foundry Is Actually For49:41 Use Cases for On-Site Workers56:12 Solving Common Operational Headaches
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Polestar's Designer Found Construction's Blind Spot, £3bn Burned on the Wrong Thing, + Incoming Safety Report
Seven men carrying one 140kg steel bar, on the biggest infrastructure project in Britain. The founder of Laing O'Rourke saw it and concluded that in fifty years, nothing had changed.This week's Executive Briefing is about the man he hired to fix it. Chetan Kotur designed cars at Volvo, launched Polestar globally, then spent three and a half years looking at construction with outsider's eyes. At our private fireside in London this week, he shared his diagnosis on the record for the first time.In this briefing:The industry that innovates daily or dies, versus the industry that fears innovation might kill itWhy nobody in construction checks what competitors are doing (and what Polestar did instead)56% of construction injuries are musculoskeletal. No other industry still accepts thisHinkley Point C: how a precision rebar factory turned a month of work into a single shiftThe pattern across Europe: Laing O'Rourke's lab, Bouygues' Scale One, Vinci's hired field, and why testing grounds are multiplying as construction's innovation wave goes physicalFrom a Paris stage: investor Patric (Foundamental) on why tech aimed at 2% of construction's cost base was always going to disappointThe two questions that expose a weak tech vendor in five minutesA first look at our State of Construction Safety Tech report, landing next week: incidents consume 4 to 6% of project cost in an industry running 2 to 3% margins
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The $3.6 Billion Bet On Construction's Future
A venture capitalist walks into a bar."I'll have what everyone else is having."Patrick told that joke about his own profession on this week's Bricks, Bucks & Bytes, and it set up the sharpest exchange of the episode: venture stopped backing hard problems and started buying momentum.We're joined by Alain Waha, CTO of Buro Happold, and Richard Fifita, CEO of Veyor, fresh off a $7.5M Series A, alongside Dustin DeVan.What we get into:→ Autodesk's $3.6 billion all cash acquisition of MaintainX, and why Dustin, who watched this strategy take shape from inside Autodesk, says it all leads back to the digital twin→ "Knowledge arbitrage": Alain's framework for what stays defensible when knowledge becomes computable→ Why construction robotics needs systems integrators more than it needs humanoids→ How Veyor went from backed up concrete trucks to managing deliveries at JFK, SFO and major data center projectsFull episode is live now on YouTube and Spotify.#bricksandbytes #bricksbytes #bricksbucksandbytes #aec #construction #constructiontech #ai #vcOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comChapters00:00 Intro00:30 Introduction and Technical Challenges03:21 Live Streaming and Event Experiences06:13 Autodesk's Acquisition of MaintainX11:50 Data Ownership and Predictability in Construction16:23 Knowledge Arbitrage in Engineering and Robotics20:00 Exploring Knowledge Arbitrage in Robotics22:06 The Role of Systems Integration in Construction Robotics22:54 Challenges in Robotics for Construction Trades24:16 Collaborative Robots: The Future of Construction25:59 The Disconnect Between Innovation and AI in Construction27:30 Testing Software vs. Materials in Construction27:45 The Reluctance to Experiment in Construction Tech29:52 Capital Efficiency and Technology Adoption in Construction32:49 The Venture Capital Landscape and Its Challenges36:33 The Future of Venture Capital in Technology44:46 Innovative Event Planning in Construction Technology47:26 Branding and Customer Perception in Construction48:11 Disruption in Construction: Insights from Automotive Industry51:09 Bouygues' Innovation Lab: A New Era for Construction51:53 Introducing Richard: Veyor's Journey and Innovations56:59 Streamlining Material Management in Construction01:01:58 Challenges in Construction Scheduling and Delivery01:05:36 The Aussie Tech Scene in Austin, Texas
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Is Construction Silicon Valley's Next Big Opportunity?
"AI won't help you if you're still using clunky software with a six-month learning curve." – Anita Venkiteswaran, E3 TechIn today's episode of Bricks and Bytes, we sat down with Anita, the driving force behind E3 Tech's AI-powered M&A strategy in construction, alongside two of her platform companies: Rob Metz (Sylvan) and Chris Weaver (Egan).Tune in to hear about:✓ Why 25,000+ specialty contractors represent a massive M&A opportunity✓ How AI is finally solving construction's 40-year productivity decline✓ What jobsite credibility really means for founders building construction tech✓ Why unified AI systems beat fragmented "point solutions" every timeAvailable now on Spotify and YouTube.#aec #construction #constructiontech #bricksandbytes #bricksbytes #ai #vcChapters00:00 Intro01:39 Introduction to E3's Model and AI in M&A07:41 Identifying Ideal Acquisition Targets10:34 The Role of Technology in Modern Construction13:45 The Entrepreneur in Residence Model16:35 The Impact of AI on Construction Efficiency19:52 Building Relationships with AI Startups22:29 The Future of AI in Construction31:59 Leveraging AI for Contract Management32:42 The Evolution of VDC and BIM in Construction34:14 Enhancing Processes with Robotics and AI35:38 Attracting Talent through Technology36:38 AI Amplifying Human Expertise38:35 Transitioning Businesses and Succession Planning40:12 Navigating Business Ownership Transitions42:42 The Necessity of Adapting to Change46:41 Lessons Learned from Technological Implementation48:18 The Future of AI in Construction53:44 The Importance of Unified AI Solutions55:31 Integrating AI with Emerging Technologies58:27 Opportunities for Collaboration in the Industry
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$75m To Rebuild MEP Engineering with AI - Endra's Huge Funding in Just 13 months
"$75M in 13 months. a16z just led their Series A."We sat down with Niklas Lindgren, Co-Founder & CEO of Endra, fresh off their $50M Series A led by Andreessen Horowitz, taking total funding to $75M in 13 months.Endra is building the purpose-built workspace for MEP engineering, already partnering with AtkinsRéalis, Buro Happold, WSP, Hoare Lea, Ramboll and AFRY.Tune in to find out about:✅ Why a16z led at Series A instead of waiting for later traction✅ The Stripe vs PayPal analogy behind Endra's category play (and why they're not replacing Revit)✅ The honest answer to the billable-hours paradox✅ What this means for the next generation of MEP graduatesWatch now on Spotify and YouTube 🎧#bricksandbytes #bricksbytes #bricksbucksandbytes #aec #construction #constructiontech #ai #vc
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"I Built Honest Buildings, Sold It to Procore - Here's What No One Tells You About the Exit"
"You could get 60 reviews of a pizza in six seconds, but finding a new contractor takes 12 months and spreadsheets."That's how Riggs Kubiak described the construction industry in 2011 when he started Honest Buildings as a marketplace to connect owners with contractors.It didn't work.The pivot? A project management platform that became so valuable, Procore acquired it.We sat down with Riggs to talk about what killed the original idea, what saved the company, and why the phase of entrepreneurship nobody prepares for is what comes after the acquisition. His new book "Earned" launches June 2nd. Buy it here.The real conversation:✓ Why dominating a small category beats chasing everyone's problems✓ The execution hell of building two-sided marketplaces✓ What nobody tells you about life post-exit✓ The founder moments that don't make it into LinkedIn postsWatch the full episode now on YouTube and Spotify.#bricksandbytes #constructiontech #entrepreneurship #founders #aecOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comChapters00:00 Intro01:28 Introduction and Journey to Honest Buildings04:49 The Evolution of Honest Buildings11:10 Navigating the Pivot: Lessons Learned13:41 Sales Cycle Challenges in Construction Tech13:42 Sponsors16:44 Sales Cycle Challenges in Construction Tech28:45 Reflections on Key Mistakes and Difficult Times30:57 Acquisition by Procore: The Journey Ahead34:02 Closing the Gap in Construction Management35:38 The Importance of Negotiation in Acquisitions39:34 Navigating Post-Acquisition Roles42:00 The Entrepreneurial Residence Experience46:39 Founders Forum: Building Community48:45 Understanding Acquisition Motivations53:20 Reflections on the Integration Process56:13 The Journey of Entrepreneurship1:02:33 Life After Acquisition: The Next Chapter
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Four Stories That Changed Construction Last Month
Missed an episode of the Executive Briefing last month? This is your ten-minute catch-up.Four stories from the last four weeks, what each one means for your business, and which are worth going back to in full.Inside:The new kind of buyer circling construction, and why they want your firm, not your techThe market split the banks have started to price inThe contractor who killed his ERP, his dispatch system and his time cards, and rebuilt on one platformWhy AI got 280 times cheaper while everyone's bills went upNo longer form this week (I have been busy in France!! - more on that soon). Just the month that mattered, in plain English, for people who run construction businesses.Which of the four hit hardest? Tell us in the comments on the LinkedIn post.
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From Techstars To Construction Tech: Why 80% Of Her Startup Decks Started With AI
"80% of the decks landing on her desk had AI on slide one."This week on Bricks & Bytes we sat down with Jennifer Davis, who recently joined Suffolk Technologies after five years as Managing Director of Techstars Boston, where she reviewed thousands of applications and ran 65+ companies through the program.She brought the kind of pattern recognition you only get from saying no a few thousand times.Tune in to find out about:✅ Why the bar has risen across pre-seed, seed, and Series A — and what VCs now want to see before they write a check✅ The co-founder mistake that kills more startups than bad ideas (and why 50/50 equity splits are a red flag)✅ Why "not all money is created equally" — and how founder-unfriendly terms signed early can derail an exit years later✅ What Jennifer is looking for as she takes the reins on Suffolk's Boost accelerator, and the founder profile she'd most want to back in 2027Listen on Spotify, Apple, or YouTube 🎧#aec #construction #constructiontech #bricksandbytes #bricksbytes #ai #vcOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comChapters00:00 Intro01:00 Introduction to Jennifer Davis and Transition to Suffolk Tech04:09 Insights from Techstars Boston07:01 Key Traits of Successful Founders10:06 Challenges in the Startup Ecosystem12:57 The Importance of Problem-Solution Fit15:57 The Role of AI in Startups18:51 Generalist vs. Vertical VCs21:57 Navigating the Built World Space25:08 The Future of Construction Technology27:53 Suffolk Tech's Boost Program31:03 Advice for Founders in the Current Landscape33:54 Conclusion and Future Outlook
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£102bn Failure, AI Bills, and the Construction Robots Shipping Now
This week in construction: the official verdict on HS2 landed, and it's worse than most people realise. Cost to complete is now £87.7-102.7bn. First services delayed to 2036. Britain is paying 15-20x the European rate per kilometre for high-speed rail.But the more interesting stories happened underneath it.Owen breaks down what every construction executive needs to know about three things colliding this week.One. The AI cost paradox. Per-token prices have dropped 280x in two years. So why are enterprise AI bills exploding? OpenAI just doubled its flagship rate card. Anthropic raised prices without touching the rate card at all. The pricing page is no longer telling you what your bill will look like. And Jean-Marc Shimizu, who runs open innovation at one of Japan's top five contractors, says the subsidy era is ending.Two. The construction robotics story almost nobody outside venture capital is reading. After sixty years as the last unautomated sector, the robots are finally shipping. Bedrock raised $270m in February. Crewline took $7m as a four-person team with a $26m order book waiting. Rebar tying robots are running at 4-6x human speed. Solar piling, reality capture, and a new category of self-verifying installation robots are all generating real revenue. Plus the corrective on humanoids that most executives haven't heard yet.Three. HS2 and what it actually means. Three reviews, twelve months, same five conclusions. And the uncomfortable question every leader needs to sit with: is your business built like HS2, or like the alternative?If you run a construction business, this is the briefing that will reshape how you read the next twelve months.Plus details on the in-person fireside conversation with Chetan Kotur, the ex-Polestar designer now leading the team rebuilding Laing O'Rourke from the inside. London, 3rd June, evening of Digital Construction Week. Senior exec spaces already filling.Show notes, references, and the link to sign up for the full newsletter and our Physical AI 2026 research are below:------1. Event: Re-Engineering The Main Contractor · Luma2. Physical AI and Robotics Report: https://bricks-bytes.com/downloads/physical-ai-robotics-2026/3. Newsletter: https://bricks-bytes.beehiiv.com/
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AI Costs Are Quietly Exploding, HS2 now £102.7bn, Waymo Steals Luggage
"Mandating how many AI tokens your engineers burn isn't a productivity metric. It has nothing to do with outcomes."That's Dustin Devan, CEO of Ediphi and it's one of the sharpest takes on the AI spend debate we've had on the showThis week on Bricks, Bucks and Bytes we're joined by Cameron Page of ClearStory, processing $3.5B in change orders every month, and Sophia Millar of Sonnaball Instruments, catching weld defects in real time before they ever reach inspection.Tune in to find out about:✅ Why enterprise AI bills keep rising even as token costs fall✅ How ClearStory is replacing email-and-spreadsheet change order chaos for 7,500 companies✅ Why 1.3 million categorised change orders might be construction's most underrated dataset✅ How acoustic weld detection is transforming prefab quality control🎧 Listen now on Spotify and YouTube#bricksandbytes #bricksbucksandbytes #aec #construction #constructiontech #aiOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comChapters00:00 Intro00:56 Reunion and Introduction01:57 AI Tokens and Their Costs07:57 Managing AI Token Usage11:21 Balancing Speed and Customer Needs15:13 Efficiency in AI Usage20:21 Waymo's Customer Service Incident21:57 Discussion on Expensive Rail Projects22:01 The Cost of High-Speed Rail in the UK26:03 Comparing Costs: What Could $100 Billion Buy?27:44 Debating Income Tax and Jeff Bezos' Proposal30:18 The Rise of Trillionaires: Elon Musk's Potential32:07 Data Centers in Space: A Feasible Future?35:09 ClearStory: Revolutionizing Change Order Management42:00 Streamlining Change Order Management45:36 ClearStory's Market Position and Growth47:09 Leveraging Change Order Data for Insights50:01 Innovations in Welding Defect Detection56:32 The Role of AI in Welding Quality Control
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Why Zero RFI Is Buying Owner Rep Firms Instead Of Selling Software
"If you're not tinkering with AI today, it's going to be a problem for you in the future." This week on Bricks & Bytes we sat down with David Niewiadomski from Zero RFI — KP Reddy's new venture backed by General Catalyst that's rolling up owner reps, advisory, and building data firms under one roof. Tune in to find out:✅ Why standalone construction tech software is dying as a business model✅ What General Catalyst saw in Zero RFI and why services beat SaaS for industry impact✅ Why owners should never pay a subscription to access their own building data✅ Why owner rep firms under 50 people are the sweet spot for acquisition Watch now on Spotify and Youtube. 🎧 #aec #construction #constructiontech #bricksandbytes #bricksbytes #ai #vcOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comChapters00:00 Teaser00:47 Introduction to Zero RFI and Its Founders03:22 The Role of AI in Construction Tech06:27 Understanding Zero RFI's Unique Approach09:21 The Importance of Data Integration11:10 Sponsors14:12 Acquisitions and Their Impact on Zero RFI17:34 General Catalyst's Investment and Vision20:24 Building Works and Its Evolution23:26 The Future of Construction Technology25:33 The Evolution of AI in Software Development26:30 Leveraging Historical Data for Current Projects29:15 Acquisition Strategies and Scaling Opportunities32:27 The Future of Construction Firms in a Tech-Driven World34:53 The Role of Owners in Project Management36:41 Targeting the Orchestration Layer in Construction38:51 Differentiating Zero RFI from Other Tech Players40:29 Envisioning the Future of Zero RFI41:18 Call to Action for Industry Professionals
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Why Pre-Con Is So Broken, AI Takeoff Hype, California Wealth Tax, $2.18T Construction Spend & Bentley’s $424M Quarter
"Pre-construction has become less efficient than construction itself."That is the claim Dustin Devan made on this week's Bricks, Bucks & Bytes after returning from Advancing Pre-Con. Martin, Patric Hellermann and Dustin also dug into the proposed California wealth tax, Bentley's Q1 earnings, and why VCs keep funding the 51st AI takeoff company.Tune in to find out about:✅ Why 80% of project cost is locked in before design is even 30% done✅ How the California wealth tax proposal would actually value private companies✅ Patric's case for indexing into "directionally right" early-stage bets✅ Why takeoff is a feature, not a companyListen now on Spotify, Apple Podcasts and YouTube.#aec #construction #constructiontech #bricksandbytes #bricksbucksandbytes #ai #vcOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comChapters00:00 Intro00:35 Introduction and Overview of Topics02:15 US Construction Spending Trends09:52 California Wealth Tax Proposal26:29 Advancing Pre-Construction Insights34:38 Building Cost Infrastructure and Pricing Engines40:30 The Role of Design in Construction Projects45:39 The Importance of Feasibility in Design50:46 The Impact of AI on Construction Estimation53:25 Navigating the Takeoff Tool Landscape57:02 Innovations in Construction Robotics
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293
A $120M Contractor Just Killed Its ERP. Procore Should Be Worried.
A 350-person Canadian contractor just did what most of the industry would call insane. They put their entire business inside the same software platform that powers the CIA. They've killed their paper time cards, their dispatch system, their safety software — and now they're killing their ERP.This week, Owen unpacks the Cavanagh playbook with their head of digital strategy and asks the harder question: is this the future of construction software, or just an expensive bet on the wrong vendor? Plus: Procore just spent $11M acquiring an AI company in January. Are we watching the start of a platform war that ends with one operating system per contractor?Then: the 2026 recovery story just died. US inflation hit 3.8%. Construction input prices rose at a 12.6% annualised rate. Every fixed-price bid in the market is a bet on Middle East de-escalation. And data centres aren't saving construction — they're hiding how weak the rest of the market really is.Key resourcesCavanagh Construction and Palantir partnership case study Procore Technologies acquires Datagrid for agentic AI capabilities US April CPI releaseConstruction input price data, Q1 2026 Hill County, Texas data centre moratorium Gallup poll on data centre vs nuclear reactor opposition IEA report on AI data centre power demand growth US construction spending and nonresidential contraction data
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292
4 Founders. $700M+ In Exits. The Truth About Selling A Startup
"Companies are bought, not sold."That single line from Yves Frinault reframed the entire conversation on our first-ever Exited Founder Acquisition Roundtable.We sat down with four construction tech founders who collectively sold their companies for hundreds of millions:✅ Yves Frinault (Fieldwire → Hilti) ✅ Dustin DeVan (BuildingConnected → Autodesk, $275M cash + $40M stock) ✅ Mo Akbari Hochberg (HoloBuilder → FARO, ~$36M) ✅ Zach Scheel (Rhumbix → Autodesk, fresh off the deal)Tune in to find out:✅ Why Hilti told Fieldwire "we'll never acquire you" four years before acquiring them ✅ The one negotiation tactic Dustin says every founder should use against corp dev teams ✅ Why an acquisition is a "one-way door" once you walk in, and how to know you're ready ✅ The QSBS detail that decides how much of the exit you actually keepFull episode on Spotify and YouTube now.#aec #construction #constructiontech #bricksandbytes #bricksbytes #bricksbucksandbytes #ai #vct Our Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comChapters00:00 Intro00:46 Introduction to the Acquisition Round Table03:25 Founders' Experiences and Lessons Learned 06:31 Understanding the Role Post-Acquisition 09:40 The Importance of Timing in Acquisitions 09:56 Sponsors 12:57 Fundamentals for Being an Attractive Acquisition Target 31:06 The Exit Journey: Building Value Before Acquisition 33:14 Business Fundamentals: Attracting Strategic Acquirers 36:04 Diligence and Documentation: Preparing for Acquisition 38:56 Revenue and Customer Love: Key Acquisition Drivers 41:13 Understanding ARR: Acquisition Thresholds and Market Dynamics 48:53 Negotiation Strategies: Preparing for the Table 54:46 Lessons from Exits: Growth as a Founder 01:00:45 Defining Success Beyond Numbers 01:02:42 Mindfulness in Leadership During Transitions 01:04:22 The Importance of a Strong Executive Team 01:05:20 The Shift in Perspective Post-Acquisition 01:06:11 Reflections on Founding and Structuring Companies 01:08:37 Creating Value Over Tax Strategy 01:11:21 The Reality of Startup Success Rates 01:11:54 Choosing the Right Company to Join 01:14:48 The Value of Collaboration and Shared Experiences 📩 Subscribe to the Bricks & Bytes Newsletter: https://bricks-bytes.beehiiv.com/🌐 Visit our website: http://bricks-bytes.com/📲 Follow us: LinkedIn: https://www.linkedin.com/company/bricks-bytes/ Twitter: https://x.com/bricksbytespod Instagram: https://www.instagram.com/bricksbytes/Enjoying the insights? Hit that Subscribe button to stay ahead in construction tech, AI, and the future of how we build.
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291
EXCLUSIVE: ProcurePro Just Raised $11M To Fix Construction Procurement
EXCLUSIVE: ProcurePro just closed an $11M round and we got the founder on the mic first."Control your risks, control your margins."That's the line Alastair Blenkin, CEO of ProcurePro, kept coming back to on the latest Bricks & Bytes — and it's the bet behind their fresh raise.Procurement is the most underinvested workflow in construction tech. By the time you're on site, you're just managing the risk you already locked in at buyout. ProcurePro has spent five years building the platform to fix that — and now has $130B+ of construction spend and one of the largest pricing data sets in the world flowing through it.Tune in to find out about:✅ Why procurement, not site management, is the real commercial lever on a project✅ How ProcurePro went from a COVID pivot to Series B in five years✅ What investors actually wanted to see between Series A and B✅ AI bid leveling, live copilots, and flipping the model on subcontractor pricingWatch now on Spotify, Apple, and YouTube. #aec #construction #constructiontech #bricksandbytes #bricksbytes #ai #vc
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290
1,069 Dead. UK Construction Collapses. Caterpillar Prints Money.
The UK's official construction forecast for 2026 was just slashed from plus 1.7 per cent growth to a 2.5 per cent decline. Same week, Caterpillar reported 63 billion dollars worth of equipment already on order, up 79 per cent in twelve months. In this week's Executive Weekly Briefing, Owen walks through what the macro really says about your business, what the latest results from Caterpillar, Trimble, Bentley and Procore actually mean once you strip the jargon out, and the question every contractor needs to answer this week: where are you sitting on the line between the half of the industry that is shrinking and the half that is booming?Plus five fast takes from this week on Bricks and Bytes, including why banks are adopting AI faster than construction, what Nemetschek's 2.4 billion dollar HCSS deal really signals, and Palantir's quiet push into the construction industry.And for Construction Safety Week, the three numbers every executive needs to hear, the news that Turner Construction has just made its AI safety tool free to the entire industry, and a tease of the Bricks and Bytes Safety Tech Report dropping shortly.Episodes referenced this weekYves Padrines, CEO Nemetschek + Usman Shuja, CEO Bluebeam: the HCSS acquisitionChase Gilbert, CEO + Chris DeVito, Built Technologies: the AI documentation bottleneckMallory Brodie, CEO Bridgit: the workforce benchmark reportBrett Adams + Dan Julien, Forgesight: Palantir Foundry in construction (Coming soon)Key resourcesCPA Spring 2026 ForecastRICS UK Construction Monitor, Q1 2026Q1 2026 earnings releases: Caterpillar, Trimble, Bentley, ProcoreTurner Construction SafeT Coach announcementBLS 2024 construction fatality data
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289
41% Retiring In 5 Years, 50% Rookies On Big Jobs, Banks Beat GCs On AI, & Audit-Assist-Autonomy, with Bridgit CEO
"41% of the construction workforce is retiring in 5 years. Half the people on the biggest jobsites have less than a year of experience. Nobody has a plan."That stat from Mallorie Brodie at Bridgit is the one we keep coming back to.This week on Bricks, Bucks & Bytes, We sat down with Mallorie to unpack the 2026 Construction Workforce Benchmark Report, then brought on Chase Gilbert and Chris DeVito from Built Technologies to talk agentic AI, payments, and what's actually slowing projects down right now.Tune in to find out about:✅ The "rookie ratio" — and why it's already at 50% on the biggest jobs✅ Why banks are buying AI faster than GCs✅ How Built is collapsing draw cycles from days to minutes✅ The new bottleneck no one's talking about — powerListen on Spotify and YouTube.#aec #bricksandbytes #bricksbytes #construction #bricksbucksandbytes #constructiontech #vc #aiOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comChapters00:00 Intro01:38 Introduction and Overview 07:08 Interview with Mallory Brodie 24:39 Insights on Workforce Planning and Industry Trends 26:16 Introduction to Roles in Construction Management 27:40 Navigating the AI Era in Construction 29:58 AI Adoption in Banking vs. Construction 32:51 Impact of AI on General Contractors 36:15 Building Trust with Financial Institutions 40:58 Current Market Conditions in Construction 47:15 Transforming Construction Processes with Technology 55:04 The Future of Construction Financing
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288
The Last 9 Weeks In Construction Tech: a16z, SoftBank And The Data Centre Boom
"Even if AI doesn't work, it's allowing us to reinvent construction."That's Alain Waha on why the data center build-out is the most important thing happening in our industry right now, even if you don't care about AI.Tune in to find out about:✅ What the Document Crunch, Speckle and A16Z deals actually signal✅ Why physical AI and world models matter for AEC, and when they don't✅ How composable robotics quietly solved the hardware problem✅ Why knowledge capital is the only durable bet your firm can makeWatch the full episode on YouTube and Spotify!#bricksandbytes #bricksbytes #bricksbucksandbytes #aec #construction #constructiontech #ai #vcChapters00:00 Intro00:22 Introduction and Context of Change02:28 The Role of AI in Construction05:15 World Models and Physical AI07:44 Cybersecurity Concerns in AI09:54 Investment Trends in the Built World12:43 The Demand for Data Centers15:50 Robotics and Automation in Construction18:55 Knowledge Transfer and Capital23:56 Future Predictions and Closing Thoughts
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287
Why Builders Will Own Architecture In 10 Years | B&B Fight Night
"Owners want buildings, not software."That one line from Andrew Zukoski (CEO, JOIN) reframes the entire AEC tech market.In B&B Fight Night 3, Andrew goes head to head with Clifton Harness (CEO, TestFit) on AI, architects, venture capital, and what the next five years look like.Tune in to find out about:✅ Why only 3 AEC companies have IPO'd in 15 years and what that means for founders raising VC✅ Whether builders or architects come out on top in an AI-driven AEC industry✅ The real test for separating AEC AI products from rappers✅ Why the next big AEC IPO might be a services firm, not a SaaS companyWatch now on YouTube and Spotify!#bricksandbytes #bricksbytes #bricksbucksandbytes #aec #construction #constructiontech #ai #vcOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comChapters00:00 Teaser00:58 Introduction to the AEC Octagon and Fight Night02:42 Debating AI: Industry-Specific vs. Foundational Models05:13 Evaluating AI Tools for Architecture and Construction08:23 The Future Role of Architects in the AEC Industry11:27 Architects as Civic Arbiters of the Built Environment14:15 The Impact of AI on Construction and Design16:33 Sponsors19:34 The Evolution of Architect Roles and Responsibilities22:01 The Future of Architecture in an AI-Driven World34:30 Evaluating Code Quality and Architectural Efficiency35:33 The Role of Venture Capital in Business Growth39:10 Navigating the Risks of Venture Funding43:30 AI's Impact on the AEC Industry48:42 Bootstrapping vs. Venture Funding: A Personal Perspective50:27 Predictions for the Future of Construction57:29 AI's Role in Accelerating Business Success
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286
Nemetschek CEO on HCSS: The $2.4B Bet On Heavy Civil And Vertical AI
"HCSS fills the missing middle where plans become production."That's how Usman described the $2.4B Nemetschek + HCSS deal on this week's Bricks & Bytes.We sat down with Yves (CEO, Nemetschek Group) and Usman (Build Segment) to unpack the strategy behind one of the biggest construction tech deals of the year.Tune in to find out about:✅ Why Nemetschek structured this as a partnership with Thoma Bravo (28% rolled stake) instead of a clean buyout✅ How HCSS slots in alongside Bluebeam, GoCanvas, SiteDocs and Nevaris✅ The real prize — 40 years of proprietary heavy civil lifecycle data and what it means for vertical AI✅ Usman's blunt advice to founders right now (hint: not "PowerPoint or vibe-coded apps")🎧 Watch the full episode live on YouTube and Spotify!#bricksandbytes #bricksbytes #bricksbucksandbytes #aec #construction #constructiontech #ai #vc
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285
There's a New Acquirer in Town. And They Don't Want Your Tech Stack. They Want You.
Two AI-backed private equity firms just confirmed the same thesis in the same week. They're not buying construction software. They're buying the firms that use it.This week: I sit down with the team behind Zero RFI (General Catalyst-backed) and a partner at E3 Tech (the Andreessen Horowitz JV) to unpack the rollup playbook coming for owner's reps and trade contractors. I cover the UK tier one that just put a humanoid robot on a live construction site for the price of a small van, and what the methodology behind that deployment actually teaches you. Plus a recap of April and a look at what's coming next week, including our episode with the CEO of Nemetschek on the HCSS deal.Three things you can action this week. No fluff.Links and resources mentioned in this episode:Bricks & Bytes Supply Chain & Procurement Report - https://bricks-bytes.com/downloads/procurement-report/Zacua Ventures Construction Robotics Report 2026 - https://zacuaventures.com/construction-robotics-report-2026/AEC Magazine on agentic BIM data wall - https://aecmag.com/ai/agentic-bims-missing-infrastructure/https://aecmag.com/ai/agentic-bims-missing-infrastructure/All3 / Mantis $25M raise - https://bricks-bytes.com/funding-ma/all3-25m-seed-construction-robotics/NABTU + Microsoft AI training partnership - https://news.microsoft.com/source/2026/04/21/nabtu-and-microsoft-expand-nationwide-initiative-to-strengthen-ai-training-and-career-pathways-across-the-skilled-trades/Daily Blueprint editions covered (27-30 April 2026) - https://bricks-bytes.com/daily-blueprint/Our newsletter - https://bricks-bytes.beehiiv.com/LinkedIn post for this episode (for comments/engagement) - [link coming
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284
Why Construction Companies Without Data Will Be Extinct In 10 Years
"AI is about to create the biggest divide humanity has ever seen."That's the warning Chinn, founder of dConstruct, dropped on Bricks & Bytes.He sold his startup to Autodesk. Built Singapore's Smart Nation. Now he's putting AI robots on construction sites that see every flaw in millimetres.Tune in to find out about:✅ Why perfect site data is bankrupting construction projects✅ The new AI currency that will split the industry in two✅ Why 90% of construction robots are a lie✅ The data move every construction leader has 10 years to makeWatch now on Spotify and YouTube 🎧#aec #construction #constructiontech #bricksandbytes #bricksbytes #bricksbucksandbytes #ai #vcOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comChapters00:00 Intro01:54 Quickfire Questions04:51 Chinn's Career Journey07:26 Sponsors10:49 Insights from Working with Autodesk13:52 Building Smart Nation Solutions in Singapore16:51 Lessons from Government Work19:53 The Role of Technology in Construction22:57 dConstruct: Addressing Labor Shortages with Robotics24:46 Challenges and Opportunities in Robotics for Construction28:45 AI's Impact on Society and the Future32:01 Final Thoughts and Future Directions
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283
Stanford Professor's AI Warning, HCSS $2.4B Acquisition, Glydways $170M Series C & Claude Design Credit Trap
Nemetschek just dropped $2.4B on a software company nobody's heard of. This week on Bricks, Bucks & Bytes, Owen, Patric and Martin dug into the biggest AEC deal of the year, plus two robotics founders changing how we build. Tune in to find out about: ✅ Why HCSS is the smartest AEC acquisition of 2026✅ Why Kawazu ditched construction for oil and gas✅ Mesh Robotics on solving rebar, the ugliest problem in construction✅ Martin Fisher's rule: 80% data, 20% AI #aec #construction #constructiontech #bricksbucksandbytes #bricksandbytes #ai #vcOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comChapters00:00 Intro00:56 Celebrating Milestones and Future Aspirations03:25 Insights from the Martin Fisher Event06:33 The HCSS Acquisition by Nemetschek12:09 Strategic Implications of Acquisitions in Construction Tech30:04 The Genius of Brad Jacobs30:40 Meditation and Success31:49 Exploring AI Tools and Credits35:44 The Future of Urban Mobility: Glideways45:01 Innovations in Nuclear Power50:14 Understanding Labor and Scaffold Costs52:36 The Evolution of Robotics in Construction54:29 Data-Driven Insights in Material Flow56:44 The Role of Transparency in Construction57:58 Scaling Robotics Solutions in Construction1:01:09 The Intersection of Robotics and Rebar1:05:31 Bridging the Gap from Lab to Market1:11:46 The Future of Assembly in Robotics
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282
40-Year Stanford Professor 80/20 Advice on Construction AI
Most of you are spending the wrong 80% of your AI budget right now. And the man who said it has been at Stanford for 40 years.This week: we unpack Professor Martin Fischer's uncomfortable 80/20 reallocation and why building digital feedback loops has to come before the AI layer. We sit down with Suffolk Construction's CTO Jit Kee Chin and Speckle founder Dimitri Stefanescu on what happens when the most data-mature general contractor in the US decides the next bet isn't another point solution. We break down why Andreessen Horowitz — the firm behind Facebook, Airbnb and GitHub — has just publicly planted a flag in construction. And we cover our third Fight Night, where TestFit's Clifton Harness and Join's Andrew Zukoski disagree on whether AI compresses or fragments the industry.Three things you can action this week. No fluff.Links and resources mentioned in this episode:Martin Fischer & Bricks & Bytes - COMING SOONSuffolk Technologies' investment in Speckle - https://www.youtube.com/watch?v=HcPDoOwU_pk&t=78sAndreessen Horowitz's public construction thesis - https://www.youtube.com/watch?v=xzaqa52ccng&tBricks & Bytes Fight Night 3 — Clifton Harness vs Andrew Zukoski (full episode) - COMING SOON Bricks & Bytes Fight Night — Mike vs Luigi on AI estimating - https://www.youtube.com/watch?v=j9eVyABO2AQBricks & Bytes Fight Night — KP vs Dustin on the future of construction software - https://www.youtube.com/watch?v=If0jJnX7tZYTilbury Douglas becomes first UK contractor to deploy a humanoid on site - https://www.tilburydouglas.co.uk/tilbury-douglas-becomes-first-contractor-to-launch-a-humanoid-robot-on-construction-site/Breadcrumb — digital safety, orientations and permits synced into Procore - https://breadcrumb.coOur newsletter — Beehiiv subscription page - https://bricks-bytes.beehiiv.com/LinkedIn post for this episode (for comments/engagement) https://www.linkedin.com/posts/owen-drury_a-wild-week-at-bricks-bytes-highlights-ugcPost-7454535708599332864-N61m?utm_source=share&utm_medium=member_desktop&rcm=ACoAABXSR7cBUIyREyKntJC_BA6bnfeuPWgNUtA
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$5bn Contractor Explains Their Data Strategy and why They Are Investing In Speckle
"Architects might start feeling useless."That's Dimitrie Stefanescu, founder of Speckle, on this week's Bricks & Bytes — on why GCs moving upstream into design is triggering an existential crisis across AEC.Joined by Jit Kee Chin, CTO of Suffolk Construction and co-founder of Suffolk Technologies, who just led Suffolk's investment into Speckle.Tune in to find out about:✅ Why 3D data is the missing infrastructure layer for AI in construction✅ The real reason design-build is eating traditional architecture✅ The most insane thing a customer has built on top of Speckle (yes, you'll want to hear this one)✅ What actually triggered a $B GC to bet on an open-source startupWatch now on YouTube and Spotify!#aec #construction #constructiontech #bricksandbytes #bricksbytes #ai #vc
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280
The World's Biggest VC Takes On Construction
Every building you've ever been in was designed by software built in 1997.That's the headline a16z used to put the bat signal out to AEC founders — and Joe Schmidt got dragged for it on LinkedIn.But he's not a tourist. His grandfather invented the concrete pump.In today's episode of Bricks & Bytes, we had Joe Schmidt from Andreessen Horowitz and got into the three attack vectors for disrupting Revit, why the services layer is the hidden prize… and many more!Tune in to find out about:✅ The 3 ways startups are attacking Autodesk's "workflow monopoly" — and which one Joe would bet on today✅ Why replacing Revit in 5 years is unlikely (and why you don't need to)✅ The real "why now" for AEC AI — it's not just LLMs✅ Joe's advice to contractors and designers: adopt fast or get left behind🎧 Full episode out on Spotify and YouTube!Chapters00:00 Intro01:20 Introduction to A16Z and Joe Schmidt's Background05:00 Understanding A16Z's Investment Philosophy09:29 The Construction Industry's Potential and A16Z's Interest15:57 Thesis Overview: Innovation in Construction Tech20:21 The Role of AI in Transforming Construction25:45 Challenges and Opportunities in Construction Tech Adoption25:52 The Evolution of Design and Budgeting in Construction31:34 Incentives and Rework: A Double-Edged Sword37:38 AI's Role in Enhancing Design Efficiency42:12 The Human Element in AI-Driven Design47:51 Navigating the Future of Construction Technology#aec #bricksandbytes #bricksbytes #construction #bricksbucksandbytes #constructiontech #vc #revit #autodesk #a16z📩 Subscribe to the Bricks & Bytes Newsletter: https://bricks-bytes.beehiiv.com/🌐 Visit our website: http://bricks-bytes.com/📲 Follow us: LinkedIn: https://www.linkedin.com/company/bricks-bytes/ Twitter: https://x.com/bricksbytespod Instagram: https://www.instagram.com/bricksbytes/Our Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com
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279
$1.4 Billion Shoe Empire Collapse, Stock 10x Overnight After Adding .ai, PrimePoint $10M Seed, & Palantir's $5.6M Contracts
Allbirds just pivoted to AI and the stock jumped from $2 to $21 overnight.This week on Bricks, Bucks & Bytes, Mo (founder of Build Crew, backed by Vinod Khosla) joined us to break down what's actually happening in construction tech right now — and Nitin from Planera dropped in to launch their AI scheduling assistant, Manny.Tune in to find out about:✅ Why Allbirds' AI pivot looks like a 1999-style dotcom scam✅ Mo's unfiltered take on why knowledge graphs are the most overhyped term in AEC right now✅ Why Palantir's real construction customer isn't who you think it is✅ How Planera's Manny is codifying decades of scheduling expertise before the industry loses itWatch now on Spotify and YouTube. Link in the comments!#aec #construction #constructiontech #bricksandbytes #bricksbytes #bricksbucksandbytes #ai #vcOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comChapters00:00 Intro01:00 Introduction to Mo's Transformation03:57 The Allbirds Pivot: From Sneakers to AI07:00 Technological Breakthroughs in Architectural Design09:50 AI in Construction: The Role of Domain Expertise12:51 BuildCrew: Mo's New Venture and Its Vision15:35 Knowledge Graphs: The Future of Construction Documentation25:11 Integrating Knowledge Graphs in Construction27:39 The Role of Technologists in Construction29:18 Palantir's Impact on Construction Technology31:09 The Future of ERP Systems34:45 Challenging Industry Norms with Optimism38:25 Nemechek's Acquisition of HCSS42:39 Planera's AI Scheduling Assistant53:27 Current Trends in Construction and AI
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278
The AI You Buy Isn't the Advantage
The business you build around it is. The AI you buy isn't the advantageThe man who built Facebook's computer vision team says reading a construction drawing is harder than what he was doing at Facebook. That line reframes the whole AI conversation in construction and it's just one of the threads in this week's briefing.In this episode:The procurement story we've been building. A number of the research findings that will make commercial construction executives uncomfortable in a productive way. Full report drops 24th April - sign up here.Shadow AI is your governance crisis. A senior leader at a major US general contractor describes his single biggest fear around AI... and it's not the technology. It's Bob in pre-con. Plus Maryrose Lyons on why your company data is walking out the door via your staff's phones, and nobody's written a policy about it.Data-readiness is the ten-year moat. Three different AI founders, three different domains — procurement, scheduling, drawings — all saying the same thing. The value doesn't sit in the AI. It sits in the connected data around it. Why the firms pulling ahead aren't buying better AI. They're preparing better businesses for it.The divergence moment. Opus 4.7 was released this week. But there's a model sitting next to it on the benchmark chart called Mythos, and it's significantly more capable than anything on the market. It's not available to you. It's not available to me. And it's the live, in-the-wild evidence that the AI world just split into two tiers. Why this matters for any construction business thinking about the next three years.If this briefing was useful, share it with someone in your leadership team who needs to hear it. Drop your take in the LinkedIn comments — I read every one.This week's sources include:Lubo Bourdev & Hamid, PrimePoint - https://www.youtube.com/watch?v=UDdK18qzQwgMaryrose Lyons, AI Institute - https://www.youtube.com/watch?v=Ev6oPUWYgzANitin Bhandari, Planera - https://www.youtube.com/watch?v=TTnsWQLN4aQBricks & Bytes procurement research report (drops 24 April). https://bricks-bytes.com/downloads/procurement-report/
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277
Facebook's First Computer Vision Engineer Raised $10M to Solve Construction Drawings | Primepoint $10M Seed Round
PrimePoint just raised $10M to solve the one problem AI still can't crack in construction: drawings.Lubomir Bourdev built the first computer vision system at Facebook. Sold a neural net startup to Apple. Hamid was employee five at Trello. Now they're betting that drawings are the key to unlocking AI's full potential in construction.Tune in to find out about:✅ Why LLMs fundamentally can't handle technical drawings — it's an architecture issue, not a capability gap✅ How PrimePoint's Knowledge Graph connects drawings, specs, RFIs, submittals, and schedules✅ How AI does the first pass on constructability reviews, RFIs, and submittals — and why humans still make the call✅ Why early users are actually spending more time understanding their projects, not lessWatch the exclusive episode on Bricks & Bytes YouTube Channel now. Link in the comments below. #aec #construction #constructiontech #bricksandbytes #bricksbytes #ai #vcOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com
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276
AI for Mid-Size Construction
"If you're a small firm saying you're too busy to think about AI — that's career suicide."Maryrose Lyons trains mid-sized architecture, engineering and construction firms across the UK and Ireland on AI — and she's seen exactly what separates the ones making progress from the ones going nowhere.Tune in to find out about:✅ Why firms between 50 and 500 staff are outpacing the big players — and what mid-market consultants can steal from their playbook✅ Why your staff are probably using free AI tools on their personal phones right now — and what that means for your client data✅ Why hiring AI champions almost always backfires — and what actually drives real change inside a consultancy✅ The data problem that will quietly kill your AI ambitions in 2026 before they even start🎙️ Watch the full episode on Bricks & Bytes Youtube Channel#aec #construction #constructiontech #bricksandbytes #bricksbytes #aiOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comChapters00:00 Intro01:45 Introduction to AI in AEC Sector03:39 Current State of AI in Mid-Sized Firms06:15 The Challenge of Shadow AI07:23 AI Literacy and Training in Organizations08:38 Engagement with AI Tools11:37 Practical Steps for AI Adoption13:31 Connecting AI with Existing Tools16:26 The Evolution of AI: From Chatbots to Advanced Tools18:52 Streamlining Workflows: The Impact of AI on Productivity22:14 Navigating AI Implementation: Challenges and Strategies28:29 The Role of Champions in AI Adoption31:09 Emerging Trends: The Future of AI in Business
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275
The Insurance Game Is Changing and You Should Be Aware
92% of construction projects overrun their budget. And the data now says the main reasons are inside your organisation, not outside it.This week: we tease findings from our upcoming supply chain report (the numbers will make you uncomfortable). We get an economy update from ABC's chief economist. We break down how one insurance company is cutting premiums for contractors who use construction technology, with 40-50% differences in claims data to back it up. And we unpack workforce benchmarks from 233 companies and 114,000 people that reveal what the top ENR firms are doing differently.Three things you can action this week. No fluff.Links and resources mentioned in this episode:Sign-up link for the Bricks & Bytes Supply Chain & Procurement Report (dropping 24th April) - https://bricks-bytes.com/downloads/procurement-report/Revizto "Bridging the Gap" 2026 Digital Design & Construction Report - https://revizto.com/resources/reports/bridging-the-gap-2026ENR article: "Data Centers, AI Drives Industry Momentum in First Quarter" (Anirban Basu Q1 forecast) - https://www.enr.com/articles/62803-data-centers-ai-drives-industry-momentum-in-first-quarterBridgit 2026 Construction Workforce Benchmark Report - https://gobridgit.com/press/constructions-labor-shortage-is-hiding-a-deeper-problem-new-bridgit-data-from-114000-workers-shows-what-it-is/Shepherd Insurance (shepherdinsurance.com) and Justin Levine's article "The Case for Autonomous Underwriting" - https://www.shepherdinsurance.com/blog/the-case-for-autonomous-underwritingOur newsletter — link to new Beehiiv subscription page - https://bricks-bytes.beehiiv.com/LinkedIn post for this episode (for comments/engagement) (coming shortly) - https://www.linkedin.com/pulse/insurance-company-pay-you-use-procore-heres-how-can-benefit-drury-szv9e?lipi=urn%3Ali%3Apage%3Ad_flagship3_series_entity%3BS1rWDPyISRqB5K4ooAtnzQ%3D%3D
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274
MIT Proves AI Agrees With Everything - Delusional Spiraling, Shepherd Raises $42M & Why 96% Projects Are Over Budget
"AI told them the idea was great. They built the whole thing. It was wrong."In this episode of Bricks, Bucks & Bytes, Owen, Martin and Dustin unpack why AI models are built to agree with you — and why that's genuinely dangerous in construction. They also tear apart the claim that 96% of projects overrun on budget (spoiler: it's not a design problem), then sit down with Justin Levine, CEO of Shepherd Insurance, fresh off a $42M Series B, to talk about what it actually looks like to automate commercial insurance from the ground up.Watch now to uncover:AI sycophancy, MIT's "delusional spiraling" research, and the real-world construction risksWhy budget overrun stats might be measuring the wrong thingShepherd's vision for fully autonomous underwriting — and how they're already running at 5x industry capacityThe plan to price a commercial insurance submission in real time, during a live broker meeting"By the time that meeting ends, we want that account to be fully priced and ready to go." — Justin Levine, CEO, Shepherd InsuranceWatch the full episode on Bricks, Bucks and Bytes YouTube Channel. Link in the comments. #aec #construction #constructiontech #bricksbucksandbytes #bricksbytes #ai #insurance #vcChapters00:00 Intro01:00 Delusions Spiraling: The Impact of AI on Perception 24:42 Budget Overruns in the AEC Industry: A Deep Dive 29:53 The Role of Technology in Construction: Enhancing or Hindering? 30:09 Understanding Budget Overruns in Construction 32:51 The Role of A16Z in Construction Tech 36:09 Shepherd's $42 Million Series B Funding 42:02 Autonomous Underwriting: A New Era in Insurance 49:26 The Future of Brokers in Construction Insurance 53:13 Self-Insurance and Risk Management in Construction 01:01:25 The Benefits of Autonomous Underwriting for Clients
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273
The Platforms That Run Your Business Just Changed the Game
Two major acquisitions landed in one week. Trimble bought Document Crunch. Autodesk closed on Rhumbix. And the message is the same: the platforms you already use are getting smarter, faster, and harder to leave.In this week's Executive Weekly Briefing, Owen unpacks what the consolidation wave means for your technology decisions, why UK construction input costs just hit a 41-month high, and a practical framework from a 31-year industry veteran that separates AI efficiency from AI risk mitigation, and why the returns are wildly different.Plus: a big announcement about our first ever live event with Professor Martin Fischer from Stanford University in London on April 21st. https://luma.com/o0rcei5vCovered this week:Trimble acquires Document Crunch - https://www.youtube.com/watch?v=LApKTPQXFKQ&t=76sAutodesk closes Rumbix acquisition - https://www.youtube.com/watch?v=CI7eD7f7aVY&t=147sThe Buildots/Genda productivity intelligence play ServiceTitan data: AI adoption doubles among contractorsUK input cost inflation hits highest level since 1992Carl McFarland on construction's Blockbuster moment - https://www.youtube.com/watch?v=Z-cO-6zxKdEThe efficiency vs. risk mitigation AI frameworkMIT research on AI sycophancy and delusional spiralingBricks & Bytes first live event: Professor Martin Fischer, London, April 21stNew episodes every week. Subscribe and follow Bricks & Bytes wherever you listen.Join the debate:
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272
Trimble Just Bought Document Crunch, OpenAI Is Worth More Than Elon Musk, Vibe Coding Is Killing Construction Tech & How Pre-Con AI Does 4 Days Work in 45 Minutes
Four companies. One acquisition. One $852 billion valuation. Forty-five minutes turned into four days. This is the biggest episode we've ever recorded.Document Crunch just got acquired by Trimble. Josh told us live, before most of the industry knew.In this episode of Bricks, Bucks & Bytes, Owen, Patric, and Dustin cover the biggest week in construction tech in years.Trimble acquires Document Crunch — Josh and Mark join live to break it downOpenAI hits $852B — and Dustin explains why NVIDIA should be worth $10 trillionDustin's $275M Building Connected exit story — the grind nobody talks aboutCoral's $7.5M raise — guaranteeing heat pump rebates to the cent in under 60 secondsNeuron Factory — taking tender processes from 4 days to 45 minutes with AI"You can't vibe code trust. That's earned." — Josh, Document CrunchGo and watch the full episode on the Bricks & Bytes YouTube Channel nowOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comBuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.ioChapters00:00 Intro01:09 Introduction and Excitement for the Episode 03:46 OpenAI's Valuation and Market Comparisons06:30 Understanding Notional Value and Market Capitalization 09:36 Foundamental University Launch and Insights from Industry Leaders 12:18 Dustin Devan's Journey with Building Connected 18:19 Challenges and Resilience in Startups 20:22 Trimble and Document Crunch Acquisition Announcement 22:08 The Journey to Acquisition 25:19 Trimble's Perspective on the Partnership 28:10 Future Strategies and Innovations 29:44 Celebrating Milestones and Achievements 30:47 The Importance of Culture and Alignment 34:52 Building Trust in the Industry 37:37 Navigating the Competitive Landscape 41:33 The Role of Trust and Data in Construction 49:24 Vision for a Dispute-Free Industry 51:01 Industry Responsibility and Improvement 51:42 Innovations in Heat Pump Technology 54:35 Understanding the US Heat Pump Market 57:24 Future Opportunities in Energy Efficiency 1:00:35 Funding and Growth Strategies for Startups 1:03:18 The Role of Knowledge Graphs in Construction 1:08:25 Enhancing Project Management with AI 1:12:29 Challenges and Opportunities in AI Integration
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271
BREAKING: Trimble Acquires Document Crunch - Here's the Story Behind the Deal
Josh Levy built Document Crunch for 5 years.Trimble has 32 million projects on their platform. Tens of millions of documents. And they looked at the entire market and picked Document Crunch.That's not a small bet.We got both of them live on Bricks & Bytes this week. Josh broke down exactly how this happened, the moment the deal became a no brainer, and where he's taking this next. Mark didn't hold back either.If you're building in construction tech, investing in it, or just trying to understand where this industry is heading, this one is worth your full attention.Full video on the B&B YouTube now. Go watch it. Link in the comments below.#construction #constructiontech #bricksbucksandbytes #aec #bricksandbytes
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270
EXCLUSIVE: Rhumbix Founder on Autodesk Acquisition - Why Did Autodesk Buy?
12 years. $53M raised. One acquisition. Zach Scheel is talking about all of it.Zach Scheel, co-founder of Rhubmix, sat down with Owen the day after Autodesk officially closed its acquisition of the 12-year-old construction labor tracking platform. He didn't hold back.Tune in to find out about:✅ Why Autodesk acquired Rhubmix — and what gap in their product suite it fills✅ The financial metrics (110% NRR, 94% GRR) that made the deal happen✅ What a term sheet getting pulled post-signing actually feels like — and how they survived it✅ Why 10 years is probably a realistic median exit timeline for construction tech founders and investorsWatch now on Spotify and YouTube🎧#aec #construction #constructiontech #bricksandbytes #bricksbytes #aiOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb.breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comBuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.ioChapters00:00 Intro01:30 Introduction and Acquisition Announcement 04:32 Understanding Rumbix and Its Functionality 07:32 The Journey to Acquisition 10:17 Negotiating with Autodesk 13:13 Metrics and Performance Indicators 16:12 Challenges of M&A Process 18:59 Future of Rumbix Under Autodesk 21:58 Lessons Learned and Final Thoughts
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31yr President - "The existing business model is going to change forever" + The AI Risk Mitigation Strategy Delivering 10x the ROI of Every Other Tool in Construction
"The biggest mistake a construction exec can make right now? Assuming the existing business model is going to stay the same."In today's episode of Bricks and Bytes, we had Carl McFarland from Big D Construction and we got to learn about why the industry is sitting in a Blockbuster moment, how Apple generates the entire annual net income of a $30 billion construction firm in under 48 hours, and why the executives paying the most attention to technology might still be focused on completely the wrong thing... and many more!Tune in to find out about:✅ Why the construction firms performing best right now are actually the ones most exposed to disruption - and what the Blockbuster comparison really means in 2025✅ What most construction CEOs are getting wrong about AI adoption - it's not about the tools they're picking, it's about the question they're not asking✅ Why Carl believes no single firm, no matter how large, has the capital or intellectual firepower to navigate this transformation alone - and what he thinks the answer actually looks like✅ The AI agent Big D built for project risk review that's delivering 10x the return of standard efficiency tools - a real use case, not a pitchWatch now on Spotify and YouTube 🎧 #aec #construction #constructiontech #bricksandbytes #bricksbytes #aiOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comBuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.ioChapters00;00 Intro01:59 AI's Impact on Business Operations06:08 The Blockbuster Moment in Construction11:50 Fragmentation and Innovation in Construction15:50 Rethinking Business Models for Profitability20:09 Acquisition vs. Internal Innovation26:06 Technology Focus in Construction Leadership30:21 Collaboration for Industry Transformation32:40 Leveraging Supplier Relationships for Capital Investment41:14 Transitioning from Builders to Business Leaders51:42 The Importance of Operations in Sales01:03:39 AI as a Tool for Efficiency and Risk Mitigation
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268
Executive Briefing: Construction Is the Problem the AI Revolution Didn't See Coming
The world's largest asset manager just wrote a $100M cheque to train electricians. Google put up $50M. Microsoft named electrical talent as the single biggest challenge to building data centres. The firms selling the AI dream just discovered they can't deliver it without construction workers.This week on the Executive Briefing:Why data centre companies are paying $150K starting salaries for skilled trades, and what that means for every contractor drawing from the same labour pool. The real numbers on construction robotics — $1.36B in venture funding, 125% up year on year — and the four workflows where robots are actually working, not just demoing.The Iran oil shock is a second front, not the first. US construction input prices were already running at 12.6% annualised before a single missile was launched. Aaron Anderson's analysis shows 130,000 fewer permits being filed. We break down which sectors are pulling back and which are ploughing ahead regardless.The AI question nobody is asking: the difference between deterministic and probabilistic, why every AI tool you're being sold is fundamentally a guess, and how to know which of your workflows can tolerate that and which ones can't. Plus Anna Berger from Trayd on why 99.7% accuracy still isn't good enough for construction payroll.Quick hits: NEOM's Line is effectively dead, the UK government is abolishing retention payments, and a US jury just ruled social media platforms were deliberately engineered to be addictive.Join the debate:
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267
NVIDIA GTC: AI Costs Drop 99%, Demand for Trades Surges, and a Payroll Startup Raises $10M in 3 Weeks
Your construction back office admin hasn't taken a vacation in ten years. And it's your software's fault.In this episode of Bricks, Bucks & Bytes, Owen, Patric, Martin, and Dustin break down what four AI CEOs said at NVIDIA GTC and what it means for construction. Then Anna Berger joins fresh off raising $10M in three weeks to expose the chaos inside every specialty contractor's back office.AI token costs collapsed 99% — here's what that unlocksThe data center boom is creating a trades crisis — electricians are now the hottest hire in AmericaWhy AI will never run construction payrollHow Anna closed $10M with 40+ investor meetings in her first week"I just took my first vacation in ten years — thank you." That's the kind of message Anna Berger is getting from her customers.Watch the full episode now!Our Sponsors:Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comBuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.ioChapters00:00 Intro01:00 Introduction to NVIDIA GTC and AI CEOs 03:38 The Impact of AI on Cost and Accessibility 05:34 Specialization vs. Commoditization in AI Models 07:44 The Role of AI in Engineering and Construction 10:33 Deterministic Outcomes and Governance in AI 13:32 The Future of AI in Enterprises and Job Market Dynamics 23:59 The Role of Accuracy in Construction Projects 28:06 AI vs Human Judgment in Project Estimation 30:52 Evaluating AI Accuracy in Professional Contexts 33:45 The Future of Skilled Trades and Workforce Training 40:24 Economic Predictions and Market Interests 44:59 Quarterly Recap: Trends and Insights in Construction Tech 47:01 Real-Life Lessons from the Industry 51:43 Celebrating Success: Anna's Fundraising Journey 53:53 Understanding Trade: A Deep Dive into Construction Back Office Solutions 56:46 Future Plans: Scaling and Product Development 1:00:46 The Importance of Compliance in Payroll Management 1:03:28 Y Combinator's Role in Construction Tech
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ABOUT THIS SHOW
A show about construction technology, business, and entrepreneurship. Welcome to the Bricks and Bytes Podcast, where we bring together the worlds of construction, technology, and entrepreneurship. We explore the innovative ideas and groundbreaking advancements that are shaping the future of the industry.
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