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AEC VC
Patric Hellermann
26 episodes
5 days ago
Thesis and reflections of a venture capital (VC) investor in AEC technology. What fascinated me last week. Always in 10 minutes. I invest in real-world technology in: Architecture, Engineering, Construction, Supply Chains, and Blue-collar workforce and robotics. No prop-tech here. Just AEC-VC.
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Entrepreneurship
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All content for AEC VC is the property of Patric Hellermann and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Thesis and reflections of a venture capital (VC) investor in AEC technology. What fascinated me last week. Always in 10 minutes. I invest in real-world technology in: Architecture, Engineering, Construction, Supply Chains, and Blue-collar workforce and robotics. No prop-tech here. Just AEC-VC.
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Entrepreneurship
Business
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009 | Print Homes With Concrete | Who Gets It?
AEC VC
8 minutes 10 seconds
1 year ago
009 | Print Homes With Concrete | Who Gets It?

I'm skeptical about 3D concrete printing for homes. Despite major funding, I question its advantages over traditional methods and challenge founders to prove its value in residential construction.

(01:16) Spoken Plainly
(02:51) When Is Concrete Used?
(04:15) 3D Printing vs. Ready-Mix?
(05:15) So It's The Automation?
(06:22) Who Can Tell Me Why To Print Homes With Concrete?

‍

I've been puzzled lately. 3D concrete printing for homes keeps attracting major funding. But I can't wrap my head around why.

Let's break it down.

‍

The Trigger

Last week, I saw another $50M round for a 3D concrete printing startup. Their pitch? Revolutionizing home construction. My first thought: "Again?"

‍

The Numbers

Residential construction is massive. In the US alone, it's a $240B market. Globally? We're talking trillions.

But here's the kicker: a typical 1,500 sq ft home takes 50-100 man-days to build. That's a lot of labor costs.

‍

The Thesis (or lack thereof)

3D concrete printing promises automation. Fewer workers, faster builds. Sounds great, right?

But here's where I'm stuck:

1. Surface area: Homes aren't massive structures. Concrete shines in large-scale projects like bridges or high-rises.

2. Structural integrity: Single-family homes don't need the strength of reinforced concrete.

3. Efficiency: Ready-mix concrete, poured on-site, is already pretty darn efficient.

4. Sustainability: 3D printing often requires 20-50% more cement. That's bad news for carbon emissions.

5. Alternatives: What about automated stick-framing or robotic brick-laying? They seem just as promising, if not more so.

‍

The Market Opportunity

I'm not saying it doesn't exist. But I'm struggling to see it clearly.

Is it really about automation? Cost savings? Speed? Or is there something I'm missing entirely?

‍

The Technology

The "ink" (concrete mix) and printer heads are evolving. But are they solving real problems? Or creating new ones?

Ready-mix concrete works well for its purpose. Why reinvent the wheel if it's not actually round?

‍

Call to Action for Founders

If you're working on 3D concrete printing for homes, I want to hear from you. Convince me. Show me the data, the cost savings, the environmental benefits.

Maybe I'm wrong. Maybe there's a massive opportunity I'm not seeing. If so, I'm all ears.

Prove me wrong, and you might just find your next investor.

AEC VC
Thesis and reflections of a venture capital (VC) investor in AEC technology. What fascinated me last week. Always in 10 minutes. I invest in real-world technology in: Architecture, Engineering, Construction, Supply Chains, and Blue-collar workforce and robotics. No prop-tech here. Just AEC-VC.