024 | The Future of European Capital | AI in Construction Design | Founder Selection Criteria

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AEC VC

Patric Hellermann

26 episodes

1 day 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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024 | The Future of European Capital | AI in Construction Design | Founder Selection Criteria | Finding Generational Companies in AEC

AEC VC

9 minutes 28 seconds

7 months ago

024 | The Future of European Capital | AI in Construction Design | Founder Selection Criteria | Finding Generational Companies in AEC

About This Episode

In this episode, Patric discusses three key insights from his recent week: a major shift in capital allocation towards Europe, a compelling metaphor for understanding AI in construction tech, and his evolving criteria for identifying exceptional founders based on years of experience in the AECS industry.

In This Episode

Trillions of institutional investment capital moving into Europe signaling a potential new era of liquidity and dynamism for European startups and infrastructure.
The revolutionary "water and bathtub" metaphor explaining why AI needs proper containment vessels like data infrastructure and authoring tools to create value in construction technology.
How "onion founders" with layer upon layer of granular industry insights create more successful companies than those with superficial understanding.
Why the best founders maintain the ability to "ride the elevator" between high-level vision and ground-floor operations, especially critical after Series B funding.

Timestamps

(00:00) - Introduction
(00:42) - Overview of three main topics
(01:20) - European capital allocation trends and potential impact
(02:15) - The water and bathtub metaphor for AI in construction tech
(04:35) - Why data infrastructure and authoring tools are critical with AI
(06:56) - How founder selection criteria has evolved
(09:11) - Conclusion and wrap-up

Resources or Companies Mentioned

Rayon: https://www.rayon.build/

Pitchbook: https://pitchbook.com/news/articles/is-us-volatility-europes-tech-ipo-opportunity

Stanislas Chaillou's metaphor: https://www.linkedin.com/posts/aecvc_construction-architecture-ai-activity-7313850290544234496-L1VU

Whatsapp Group with ConTech Founders: https://www.linkedin.com/posts/aecvc_contech-aec-founders-activity-7313191288491700225--vRZ

Connect With Us

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

Web: https://aecvc.com/

#ConstructionTech #AIinDesign #VentureCapital