016 | Producing Fixed | Selling Variable Costs

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AEC VC

Patric Hellermann

26 episodes

6 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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016 | Producing Fixed | Selling Variable Costs

AEC VC

3 minutes 51 seconds

9 months ago

016 | Producing Fixed | Selling Variable Costs

About This Episode

In this episode of AECVC, Patric Hellermann kicks off 2025 with a new weekly format discussing multiple key observations and data points in the architecture, engineering, and construction technology space. He covers three significant topics from the week, including an analysis of business models, Q4 2024 funding statistics, and web traffic trends in the AEC tech sector.

In This Episode

Understanding the advantage of variable cost business models in AEC tech, where companies can sell variable costs while maintaining fixed cost operations

Analysis of Q4 2024 funding statistics showing AEC tech reaching nearly 1% of total VC market share

Review of December 2024 web traffic data revealing key trends in construction tech adoption and market leadership

Insights into the performance of various AEC tech segments including reality capture, marketplaces, and sustainable materials

Timestamps

(00:00) - Introduction

(00:45) - Overview of new 2025 format

(01:15) - Fixed vs Variable Cost Analysis

(02:20) - Q4 2024 Funding Statistics

(02:45) - AEC Tech Internet Index Discussion

(04:30) - Conclusion and wrap-up

Resources or Companies Mentioned

OpenSpace: https://www.openspace.ai/

InfraMarket: https://infra.market/

Zedwork:

Moglix: https://www.moglix.com/

EquipmentShare: https://www.equipmentshare.com/

Connect With Us

Spotify: https://open.spotify.com/show/3fvTj23GIMlAT6CCm4t1lT

Apple: https://podcasts.apple.com/de/podcast/aec-vc/id1740915855

Foundamental: https://www.foundamental.com/

Subscribe to the Newsletter: https://www.linkedin.com/newsletters/aec-vc-7186650851766083584/

Patric Hellermann: https://www.linkedin.com/in/aecvc/

Web: https://aecvc.com/

#AECtech #VentureCapital #ConstructionTechnology