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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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.
023 | Behind the Scenes of Construction Tech Investment | Timeless Substance vs. Trends | The Polar
AEC VC
7 minutes 47 seconds
7 months ago
023 | Behind the Scenes of Construction Tech Investment | Timeless Substance vs. Trends | The Polar
About This Episode
Patric shares three key insights that shaped his thinking last week in the construction tech investment space. He explores the importance of timeless substance over short-lived trends, the strategic advantages of being a "polar bear" investor versus following the herd, and presents a surprising perspective on what successful construction robotics companies might actually look like.
In This Episode
The critical difference between time-bound trends and timeless substance in construction tech Why the "polar bear mentality" creates strategic advantages for both investors and founders How successful construction robotics companies may focus on modular platform adoption rather than full automation The potential for construction tech winners to emerge from unexpected places in the ecosystem
Timestamps
(00:00) - Introduction
(00:30) - Three key topics of discussion
(01:15) - Timeless substance in construction tech
(02:16) - The polar bear mentality for investors and founders
(04:39) - Why construction robotics winners might look different than expected
(06:57) - Conclusion and invitation for connections
Resources or Companies Mentioned
InfraMarket: https://infra.market/
Crunchbase: https://www.crunchbase.com/
Timeless Substance
https://www.linkedin.com/posts/aecvc_aec-startup-construction-activity-7310636823045652480-OivA?utm_source=social_share_send&utm_medium=member_desktop_web&rcm=ACoAAEwSjLMBzJTwB83CKSqlGKqUSCjivxKjGps
Crunchbase Article:
https://news.crunchbase.com/venture/early-stage-investing-types-herd-solo-hellermann-foundamental/
Rethink Robotics
https://www.linkedin.com/posts/aecvc_what-happens-when-a-hidden-generation-of-activity-7308840177819373568-p7aW?utm_source=social_share_send&utm_medium=member_desktop_web&rcm=ACoAAEwSjLMBzJTwB83CKSqlGKqUSCjivxKjGps
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/
#ConstructionTech #InvestmentStrategy #ConstructionRobotics
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.
