"Most AI Agents Will Die" - Why This CTO Is Terrified About What's Coming
In this episode of Bricks, Bucks & Bytes, hosts Owen Drury, Martin, and Patric Hellermann sit down with some of construction tech's boldest builders who aren't holding back. Fresh off massive funding rounds and hard-won lessons, they reveal what's really happening behind the hype.
What we cover:
- nPlan's £11.9M Series B - Alan Mosca (CTO) explains why they accidentally solved molecule generation while building scheduling AI
- Factors' $56M raise - How they're financing $250-300M of construction work annually (and the "trick" banks don't want you to know)
- The AI agent apocalypse - Why lack of evaluation frameworks will "kill off most agents"
- WhatsApp is eating construction tech - 90% of site communication happens here, and smart founders are finally paying attention
- Smart glasses revolution - Why this could be as transformative as mobile phones on construction sites
- AI consultancies without humans - The controversial future of PM firms charging on outcomes, not hours
- Why one founder stopped fundraising - "Customer money is the best capital" and why raising is a "massive distraction"
- 5 accelerators, 5 lessons - Prakash Senghani (Navatech) on contradictory advice and what actually works in the Middle East
- Regional pricing secrets - Why per-user pricing fails in the UAE and what to do instead
Key Quote:
"I think we're getting to a stage where AI is going to become like the internet, right? You don't tell people that my app runs on the internet. That's obvious. You're going to get to a stage where your app has AI. Yeah, that's obvious, right? What are you doing with it? What's the outcome?" - Prakash Senghani
Featuring: Alan Mosca (nPlan CTO), Nitin Bhandari (Planera), and Prakash Senghani (Navatech)
🎧 Listen to the Podcast: https://open.spotify.com/show/3P7JkiN9X3N4Kh6jlDsOgi?si=91JP5nxvQbKStkp8AQdAOg
📩 Subscribe to the Bricks & Bytes Newsletter: https://bricks-bytes.beehiiv.com/
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Sponsors:
BuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.io
Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com
Enjoying the insights? Hit that Subscribe button to stay ahead in construction tech, AI, and the future of how we build.
Chapters
00:00 Intro
02:12 Introduction and Guest Introduction
04:61 Funding News and Company Growth
08:03 Technological Innovations in Scheduling
10:40 Generative Models and Unexpected Discoveries
13:31 Developing Custom Models for Specific Tasks
16:24 The Importance of Data and Research
19:08 Convergence of Machine Learning Techniques
22:13 AI Skepticism and Misuse
24:52 The Future of AI in Construction Tech
28:08 Collaborative Scheduling and User Experience
30:57 Evaluating AI Performance
33:36 Insights from Nitin on Data Center Construction
36:32 Planera's Unique Approach to Scheduling
39:28 The Role of AI in Scheduling
42:20 Lessons from Past Collaborative Tools
45:18 The Future of Scheduling Technology
46:33 Introduction and Context Setting
47:25 Navigating Growing Pains in Business
48:17 The Role of AI in Business Operations
49:44 Understanding the Product and Its Impact
51:14 Practical Applications of AI in Safety
54:45 Target Customers and Market Strategy
55:48 Shifting Gears: The Future of Construction Tech
1:00:17 The Evolution of Software and Company Structures
1:04:09 Current Business Climate in the Region
1:06:13 The Rise of Construction Tech Startups
1:10:05 Experiences with Accelerators
1:15:39 Pricing Strategies for Startups
1:18:41 Conclusion and Future Outlook
Last week at Groundbreak, Procore launched Helix AI Agents claiming to make startups like Trunk Tools and Datagrid "obsolete overnight."
In this episode of Bricks, Bucks & Bytes, we invited Datagrid's CEO Tiago to respond (spoiler: he ghosted us... draw your own conclusions 👀)
Owen, Martin, Dustin, and Patric also dives into one of the most controversial questions in startup investing: Should founders ask VCs for business ideas?
In this episode:
Why asking investors for startup ideas means you're already losing
The real reason big corporations can never innovate from within
Where the truth about building outlier businesses actually lies
Why construction tech is heating up right now (and nobody knows what's coming)
The Procore AI agent announcement that's shaking up the industry
How to find insights that actually matter (hint: it's not from VCs)
The Brutal Reality: "If a VC had such a unique insight on that business, it would almost be a compelling enough reason to leave their job to pursue it because those things are so special and so rare"
The construction tech arena is heating up. Big announcements. Bold claims. But who's actually solving real problems?
If you're building in construction tech, this episode reveals the playbook no one's talking about.
Watch the full breakdown before everyone else figures it out.
Chapters
00:00 Intro
01:32 Introduction to Business Ideas and AI Agents
04:21 The Role of Investors in Business Ideation
07:26 The Nature of Outlier Businesses
10:05 The Limitations of VC Insights
13:01 The Impact of New Browsers on Market Dynamics
15:54 Procore's AI Agent Announcement and Industry Reactions
18:51 Comparing Procore with Competitors
28:01 Procore's Evolving Submittal Process
29:04 Market Dominance and Industry Assumptions
29:45 AI's Role in Construction Tech
30:59 Data Activation Challenges
32:10 The Importance of Data Connectivity
33:54 Market Power and Vendor Lock-in
34:23 Assumptions in the Construction Tech Landscape
35:34 Tracy's Insights on Startup Strategies
36:44 Defensibility in Construction Tech
38:28 Collaboration and Network Effects
39:20 Introduction to Mechasys
40:07 Innovative Layout Solutions
42:29 As-Built Documentation and Modifications
44:29 Comparing Layout Solutions
46:15 Hardware Development and Manufacturing
49:20 Accuracy and Cost Competitiveness
51:39 Understanding BOM Costs in Manufacturing
54:32 Product Versatility and Customer Needs
55:23 Innovations in Construction Management Software
01:00:06 Challenges Faced by Residential Contractors
01:04:21 The Importance of Estimating in Construction
01:08:04 Navigating the Competitive Landscape of Construction Tech
Buildots acquired workforce tracking company Genda – combining progress monitoring with real-time worker data in a way their competitors can't match.
In this episode of Bricks, Bucks & Bytes, Owen, Martin, Patric, and Dustin dig into the week's biggest stories in construction tech, from strategic acquisitions to what actually happened at Groundbreak.
Key topics discussed:
Why Buildots bought Genda and how tracking workforce alongside progress creates a competitive edge (especially for catching inflated change orders)
Dustin's firsthand account of Procore's Groundbreak keynote – an hour about AI agents, but almost nothing about solving real construction problems
The awkward moment when Tooey handed over CEO duties, and why the transition felt rushed and unprepared
Luigi La Corte from Provision explains how skimping on branding early hurt their credibility with customers (even while being capital efficient)
A proper argument about 2D takeoffs: Dustin thinks they'll be commoditized, Luigi defends why 99% accuracy matters
Candid Intelligence's claim they can compress years of pre-construction work into hours (and what that actually means)
The reality that contractors will never blindly trust AI quantities – and for good reason
"If you don't do your own branding early, someone else will do your branding for you." – Luigi La Corte, Provision
Dustin also teases some Groundbreak gossip he can't share yet. You'll have to wait until next week.
Sponsors:
Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com
BuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.io
Chapters:
00:00 Intro
01:30 Introduction to BuildDots and Recent Acquisition
04:32 The Importance of Workforce Tracking in Construction
07:23 Challenges in Merging Progress and Workforce Tracking
10:21 Insights on Acquisition Strategies and Market Dynamics
13:30 Evaluating the Impact of Acquisitions on Competitive Landscape
16:25 Procore and Autodesk: A Shift Towards AI
19:12 Leadership Transition and Strategic Vision at Procore
29:01 Introduction and Recent Developments
30:49 Debate on Commoditization of Construction Tech
33:58 The Importance of Data Sets in Estimation
37:03 Challenges in Achieving Accuracy in Construction Estimates
40:56 The Role of AI in Construction Management
43:49 The Future of AI and Human Collaboration
48:01 Capital Efficiency and Branding in Construction Tech
51:53 Marketing Strategies and Customer Engagement
53:19 Trust in Quantification Tools
55:34 Transitioning Leadership in Tech Companies
57:15 Innovations in Pre-Construction Processes
01:01:34 Challenges in Construction Technology Adoption
01:08:39 Building a Startup in Construction Tech
01:11:29 Investor Relations and Business Growth Strategies
Is Saudi Arabia's $500B Dream Dead? Plus: The $5.4B Robotics Deal That Changes Everything
In this episode of Bricks, Bucks & Bytes, Owen, Martin, and Patric dive into the biggest construction and tech stories shaking up the industry right now.
What we cover:
NEOM's collapse - Why Saudi Arabia is pulling the plug on "The Line" and what it means for construction startups in the region (spoiler: 21,000 workers died building this dream)
SoftBank's massive $5.4B bet - Breaking down the ABB Robotics acquisition and what "physical AI" really means for construction
The humanoid vs. specialized robots debate - Which will actually take over construction sites first?
Calvin from CrewScope on using gamification to boost worker productivity (yes, leaderboards for drywallers are real)
NK from Track3D reveals how they raised $10M to turn reality capture data into instant project insights - no BIM model required
The AI circus continues - From OpenAI "killing 1000 startups" to Nvidia's brilliant financing scheme with xAI
Key quote: "People have been trying solutions for so long. I don't think it's on the industry - they've been trying. It's on us as technology providers. Our technology is not simple enough." - NK Chaitanya, Track3D
Plus: Owen somehow gets invited to speak at an RICS conference after failing their exam three times. Sometimes persistence beats credentials.
Our Sponsor:
Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com
BuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.io
Chapters
00:00 Intro
01:15 Introduction and Personal Insights on Health Tracking
04:01 The Impact of Technology on Health and Well-being
07:22 Exploring the Neom Project and Its Challenges
09:55 The Future of Neom and Its Implications for Startups
12:43 Investor Perspectives on Government-Funded Projects
16:02 The Robotics Acquisition and Market Dynamics
24:27 Understanding the Robotics Value Chain
29:17 The Impact of Chinese Robotics on Western Markets
30:49 SoftBank's Strategic Acquisition of ABB Robotics
32:45 The Future of Robotics in Construction
34:19 AI's Influence on the Robotics Industry
39:49 Exploring CrewScope's Innovative Approach to Construction
52:43 Building Partnerships in the Construction Industry
53:11 Transformative Labor Savings in Construction
55:01 Building Partnerships for Innovation
55:13 Behavioral Change in Technology Adoption
56:27 Automating Construction Monitoring with Track3D
58:11 Expanding Go-To-Market Strategies
59:59 Simplicity in Reality Capture Solutions
01:01:41 Customer Preparedness and Market Dynamics
01:04:34 The Role of Technology in Construction Verification
01:06:43 Pricing Strategies for Construction Technology
01:08:47 Global Team Dynamics in Tech Development
01:09:49 The Future of Construction Technology
"You give me money, and I tell you, 'I'm going to circle back in 18 months and let you know what I did with your money.' That's what a safe note is."
In this episode of Bricks, Bucks & Bytes, Martin, Mike Powers, Dustin DeVan, and Patric Hellermann dive into the messy reality of construction tech funding, government policy shakeups, and the AI hype that's burning through millions.
Key topics discussed:
The brutal truth about EU vs US startup ecosystems and where the smart money is going
Why safe notes are "stupid money" and how founders are getting away with zero accountability
Charlie Javis sentenced to 7 years for defrauding JPMorgan with fake user numbers
Construction AI is boring: why every startup is chasing the same chatbot dream
Department of Transportation's new ruling that just invalidated 40,000+ DBE certifications overnight
Heavy equipment mechanics earning $500K through on-demand platforms while dealers pay them $80K
Plus, guest interviews with:
Alex Kraft, founder of Heave, on disrupting the $180/hour equipment repair racket
Wissam Akra, CEO of Toughleaf, breaking down the DOT policy bomb that's reshaping billions in infrastructure contracts
"Think about how absolutely stupid that method is. You come to me, you offer me money, and I tell you, 'I'm going to circle back in 18 months and let you know what I did with your money.' That's what a safe note is."
From government shutdowns to mechanics making half a million on an app, this episode exposes what's really happening behind the scenes in construction tech.
--------------
Our Sponsor:
Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com
Chapters
This female founder just broke a construction tech record that no one saw coming
In this episode of Bricks, Bucks & Bytes, Owen, Dustin, Maria, Kevin, and Stjepan dive deep into the biggest moves shaking up construction tech right now.
Key topics discussed:
- Maria Davidson's historic $94M fundraise - the most ever raised by a female founder in construction tech
- Why mixing venture capital with strategic partnerships is the secret sauce for growth
- Procore's surprising new CEO choice and what it means for the industry
- Oracle's aggressive push into construction tech and the M&A war heating up
- Why Zoom is killing your career and you need to get back to face-to-face meetings
- The hidden AI revolution happening in construction companies (that management doesn't know about)
- Data center boom creating massive opportunities and risks for contractors
- How to build authentic relationships that actually close enterprise deals
Key quote:"I'm very surprised by this selection because this person was already on the board of Procore where Procore has been stagnant since they went IPO. You've been sitting at the table the entire time and the stock's done nothing." - Dustin on Procore's new CEO pick
From record-breaking fundraises to controversial leadership decisions, this episode reveals the power moves and industry secrets that are reshaping construction tech forever.
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Chapters
00:00 Intro
01:25 Introduction and Technical Difficulties
04:08 Celebrating Investment Success
07:13 The Value of Strategic vs. Venture Capital
10:04 Hiring and Building a Strong Team
13:08 The Importance of Candidate Experience
16:16 Future Plans and Market Expansion
19:11 Navigating Industry Challenges and Opportunities
25:51 Navigating the Solar Industry and Employment Challenges
28:09 Strategic Partnerships and Investment in Construction Tech
30:55 Innovations in Project Management and Supply Chain Solutions
34:26 Procore's New Leadership and Industry Implications
43:24 Oracle's Strategic Positioning in Construction Tech
45:30 M&A Activity in Construction Tech
46:30 Oracle's Strategic Moves
48:18 The Importance of Community in Construction Tech
49:22 The Future of Major Players in Construction Tech
50:26 Building Relationships Beyond Zoom
56:17 Cultural Considerations in Business
01:00:25 AI in AEC: Perspectives and Opportunities
01:04:22 Building a Business Around AI
01:08:28 The Power of Authentic Communication
----------
🎧 Listen to the Podcast: https://open.spotify.com/show/3P7JkiN9X3N4Kh6jlDsOgi?si=91JP5nxvQbKStkp8AQdAOg
📩 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/
Sponsors:
BuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.io
Archdesk - “The #1 Construction Management Software for Growing Companies
Manage your projects from Tender to Handover” check archdesk.com
Enjoying the insights? Hit that Subscribe button to stay ahead in construction tech, AI, and the future of how we build.
In this episode of Bricks, Bucks & Bytes, Owen reports live from Autodesk University in Nashville while Martin shares insights from ETH Zurich's startup conference and Patrick breaks down why popular AI bubble theories are dead wrong.
Key Topics Discussed:
Why European universities systematically crush entrepreneurial thinking
The truth behind construction tech's massive funding rounds (80-120M per quarter)
How to spot real market bubbles vs. media hype around AI stocks
Why hardware startups face an uphill battle against venture capital preferences
The innovation crisis at large tech companies like Autodesk
Patrick's exclusive behind-the-scenes tour of the LA Rams stadium
Martin's analysis of timber-earth construction panels and venture backability
Key Quote: "You're basically being taught all the time to stay within reason. And if you want to build a really awesome company, you have to be going against the grain and doing things that other people will call you crazy for." - Patric on why universities fail at creating entrepreneurs
From concrete innovation to NFL stadium construction secrets, this episode exposes the uncomfortable truths about where construction technology is really headed.
Oracle's CEO Just Made $100 Billion in One Hour While Your Government Wastes Millions on AI That Doesn't Work
In this episode of Bricks, Bucks & Bytes, Owen, Dustin, and Martin dive deep into the wild world of tech promises, government failures, and what's really happening behind the scenes in construction technology.
Key Topics:
Oracle's shocking $300 billion OpenAI deal and Larry Ellison's instant $100 billion windfall
Why the UK government's Microsoft Copilot trial was a complete disaster
The brutal truth about why companies keep buying expensive software that doesn't work
OpenSpace CEO Jeevan Kalanithi reveals how reality capture is evolving beyond just taking pictures
Whether going barefoot in the office makes you a genius or just weird
Why pre-construction technology is decades behind field management tools
The real reason AI won't save construction anytime soon
Special guest Jeevan Kalanithi from OpenSpace joins to discuss their major Waypoint conference announcements and shares his thoughts on the AI race in construction.
Key Quote: "No one's ever going to get fired because they bought Microsoft or Oracle. That's why Microsoft Teams is everywhere, even though it's trash." - Dustin
From billion-dollar stock moves to taxpayer waste to the future of building, this episode exposes the gap between tech hype and construction reality.
Chapters
00:00 Intro
01:45 Introduction and Travel Updates
04:37 Oracle's Rise and AI Partnerships
07:32 Oracle's Financial Forecast and Market Impact
10:26 Productivity Trials and Microsoft 365 Co-Pilot
13:05 Government Trials and AI in Planning
15:52 Debate on Office Attire and Footwear
27:44 The Importance of Company Culture
30:13 Fashion and Professionalism in the Workplace
34:46 Funding Announcements and Market Dynamics
41:20 Reality Capture and Its Future in Construction
55:20 Trends in RealityCapture
59:11 The Importance of Data Consolidation
01:02:11 Safety and Progress Tracking in Construction
01:07:02 Navigating Competition in the Market
01:09:58 The Role of AI in RealityCapture
01:13:50 Future Directions and Company Vision
Microsoft just bet $10M on construction AI - but industry insiders think it's a massive mistake.
In this episode of Bricks, Bucks & Bytes, Owen, Patrick, and Dustin dive into the biggest tech moves shaking up construction while welcoming guests from two hot startups that just raised millions.
Key topics discussed:
Microsoft's massive $10M AI bet with Balfour Beatty - and why some think it's overpriced
Bluebeam acquires Firmus AI in a surprising exit story
Autodesk's crushing $1.7B earnings that made investors very happy
Why Figma's stock crashed despite good earnings
OneCrew raises $7.5M to modernize paving contractors
BuildFactory's $3.3M raise for prefab marketplace (plus an epic stealth mode fail)
OpenAI's ironic $400K job posting for a content strategist
"Those are amazing companies, but both those pieces of software need to be shot behind the tool shed. Like they are so old." - Dustin DeVan on legacy construction software
From billion-dollar acquisitions to startup war stories, this episode reveals what's really happening behind the scenes in construction tech - including how one founder got exposed by a LinkedIn web scraper and why some think Microsoft is charging contractors way too much for basic AI tools.
Our Sponsor:
Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com
BuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.io
4M Analytics - Instant, reliable utility data you can trust and verify - https://www.4manalytics.com/
Chapters
00:00 Intro
01:26 Introduction and Martin's Travels
03:11 Microsoft's Investment in AI for Construction
15:48 Acquisition of Firmus AI by Bluebeam
23:50 Autodesk's Latest Earnings Report
29:22 Earnings Insights and Market Reactions
32:20 Autodesk's Strategic Shifts and Growth Potential
34:24 Figma's Earnings and Market Positioning
37:11 Figma's AI Initiatives and Future Directions
51:05 OneCrew's Innovative Approach to Paving Software
01:01:00 AI in Construction: The Future of Scheduling and Management
01:04:37 Navigating the Challenges of Selling to Government Agencies
01:05:42 Britton Langdon's Journey: From Stealth to Startup
01:07:40 The Prefabrication Marketplace: Bridging Supply and Demand
01:14:22 Quality Control in Prefabrication: Ensuring Standards
01:20:12 Defining Prefab: Strategies for Cost and Efficiency
Why these ex-Waymo engineers decided to conquer construction with their new startup, Bedrock Robotics.
In this episode of Bricks, Bucks & Bytes, Owen and Patrick dive deep into the robotics revolution hitting construction with two industry-changing guests.
Mo joins as co-host, bringing his Silicon Valley robotics expertise to unpack the biggest funding rounds and breakthroughs happening right now.
Key topics discussed:
- Why Dusty Robotics chose layout printing over flashier robot applications
- How ex-Waymo engineers are retrofitting excavators with self-driving tech
- The brutal truth about why most construction robotics startups failWhy accuracy is becoming the ultimate moat in construction robotics
- How labor shortages are forcing the industry to embrace automation
- The surprising lesson from building 60 robots in-house before outsourcing
- Why Field AI's $405 million funding signals a tipping point for the industry
- How construction sites are actually the perfect training ground for real-world robotics
Key quote: "Obviously everything's going to be built by robots in the future." - Tessa Lau, Dusty Robotics
Featuring Tessa Lau, founder of Dusty Robotics (the most respected robotics company in construction tech), and Kevin Peterson, CTO of Bedrock Robotics (fresh out of stealth with $80 million to automate heavy machinery). This episode reveals why construction might be the key to unlocking robotics everywhere else.
🎧 Listen to the Podcast: https://open.spotify.com/show/3P7JkiN9X3N4Kh6jlDsOgi?si=91JP5nxvQbKStkp8AQdAOg
📩 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/
Sponsors:
BuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.io
4M Analytics - Instant, reliable utility data you can trust and verify - https://www.4manalytics.com/
Enjoying the insights? Hit that Subscribe button to stay ahead in construction tech, AI, and the future of how we build.
Chapters
00:00 Intro
01:06 Introduction to Robotics in Construction
03:53 Current Trends and Sentiments in Robotics
06:45 Barriers to Adoption in Robotics
09:40 Autonomy vs. Collaboration in Robotics
12:40 Field AI and Its Impact on Construction
15:29 Dusty Robotics: Revolutionizing Job Sites
18:18 The Future of Construction with Robotics
21:04 Challenges in Construction Tech
23:53 The Importance of User Experience in Robotics
26:55 Lessons Learned from Robotics Development
29:36 The Role of Accuracy in Robotics
32:50 Proprietary Hardware vs. Off-the-Shelf Solutions
39:43 Prototyping and Time to Market
42:40 Manufacturing Challenges in Robotics
44:46 Adoption of Robotics in Construction
46:23 Pricing Strategies for Hardware
47:41 Building a Thriving SaaS Business
49:20 Transitioning from Self-Driving Cars to Construction
53:30 Unique Product Offerings in Construction Robotics
56:29 Collaboration Between Humans and Machines
59:24 Adapting to Change in Construction
01:11:09 The Future of Robotics in Construction
In this episode of Bricks, Bucks & Bytes, Owen, Martin, Dustin, and Patric dive deep into the biggest misconceptions shaking up construction and venture capital. Plus, we're joined by Victor Muchiri from Barton Malow (a $5 billion general contractor) who reveals what tech actually works in the field.
What we cover:
Why Dubai developers are bringing $19 billion worth of construction in-house (and whether this trend will hit the West)
The shocking truth about that McKinsey productivity chart everyone uses in pitch decks
Why 8 out of 10 construction companies can't even define what a "project" is
Time Magazine's controversial VC rankings that reward management fees over actual returns
Victor's insider perspective on which construction technologies actually deliver results
The Pablo Escobar business model lesson that might change how you think about valuations
Key quote: "Construction companies can't even define what a project is. Eight different customers cannot define internally what a project is. One customer had eight different definitions. This is your business - the project is the equivalent of the order in manufacturing." - Patric
From Sequoia being mysteriously absent from "top VC" lists to why rats eating cash might be better than some investment strategies, this episode challenges everything you think you know about construction productivity, venture capital, and business models.
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Chapters
00:00 Introduction and Awkward Beginnings
03:08 Dubai's In-House Construction Trend
11:01 The Best Owner Logic in M&A
18:40 Market Dynamics and Developer Strategies
21:19 Construction Productivity and Industry Comparisons
30:45 Luxury and Value in Construction
32:09 The Economics of Markup and Intangible Assets
34:32 Current Trends in the UK Construction Market
36:02 Introduction to Barton Mello and Its Operations
38:36 Innovations in Construction Technology
41:31 Data Strategies in Construction
45:10 Defining Projects in Construction
49:59 Standardization Challenges in Construction
53:15 Engaging with Startups in Construction Technology
54:35 Navigating AEC Tech Startups
56:01 The Importance of Industry Expertise
57:09 Defining Success in Venture Capital
58:36 Exploring America's Top Venture Capital Firms
59:53 Evaluating Venture Capital Performance
01:01:42 Critiquing the Scoring Criteria of VC Firms
01:04:49 The Role of Sequoia in Venture Capital
01:08:25 Understanding the Power Law in VC Investments
01:10:19 The Impact of Management Fees on VC Performance
01:13:13 The Purpose Behind Controversial Lists
01:15:33 Top Podcasts and Their Influence
What happens when AI hype, billion-dollar bets, and the cold reality of hardware vs. software collide — plus, how to dominate LinkedIn without sounding like everyone else?
In this episode of Bricks, Bucks & Bytes Owen, Martin, Patric, and Dustin are joined by LinkedIn strategist Derek Wong to unpack:
Which AI giant will actually have the best model by the end of August — and why public betting markets might be getting it wrong
The surprising slowdown at Procore vs. Trimble’s surge — and what it says about the future of construction tech
Why hardware “moats” can be a game-changer for tech companies
The right and wrong ways to use AI in business (and why LLMs aren’t your calculator)
Derek’s playbook for turning LinkedIn into the ultimate “box of donuts” for winning high-value customers
"Hardware is an amazing bathtub — once you control the install base, your software gets stickier and your distribution gets easier." — Patric Hellermann
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Sponsors:
BuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.io
4M Analytics - Instant, reliable utility data you can trust and verify - https://www.4manalytics.com/
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Chapters
00:00 Intro
01:13 Earning Potential and Career Strategies
05:26 AI Models and Company Performance
10:07 Evaluating AI Tools and Their Limitations
14:42 Practical Applications of AI in Business
17:52 Understanding User Interaction with AI Tools
19:58 Market Dynamics in Construction Technology
22:54 Contrasting Business Models: Procore vs. Trimble
24:45 Valuation Insights and Market Perception
31:25 The Future of Procore: Leadership and Vision
39:28 Building Relationships through Content on LinkedIn
46:45 Mind Share and Brand Recognition
48:27 The Importance of Target Audience
50:26 Crafting a Compelling LinkedIn Profile
52:03 The Dangers of Self-Labeling
54:26 Clarifying Your Value Proposition
55:29 Content Strategy for Engagement
57:57 The Role of Content in Building Relationships
59:43 Understanding Your Goals on LinkedIn
01:01:58 The Future of AI and Construction
01:08:00 The AI Race and Its Implications
01:09:46 Innovations in Modular Housing
Construction companies are posting "impossible" growth numbers while tech giants can't spend their billions. What's really happening?
In this episode of Bricks, Bucks & Bytes, Owen, Dustin, and Patric dive deep into the shocking stories reshaping the construction industry, plus a special guest appearance from construction tech veteran Dex who just raised $3 million to solve the industry's biggest crisis.
What we cover:
Turner Construction's mind-blowing 44% revenue growth (and why it's "impossible")
The Figma IPO scandal that cost early investors millions
Why Meta can't spend $150 billion even though they want to
Construction's $20 billion labor shortage crisis
Why 85% of AI projects fail (and the patterns that actually work)
Energy bottlenecks blocking massive infrastructure spending
Dex's new startup Propel People tackling the skilled worker shortage
Key Quote: "This is highway robbery for the existing investors... they just lost a ton of value." - Patric on the Figma IPO controversy
From billion-dollar construction wins to IPO disasters, energy grid meltdowns to recruiting revolutions - this episode reveals the hidden forces driving massive changes across the industry. Whether you're in AEC, tech, or just curious about where the economy is heading, these insights will change how you see the business world.
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Chapters
00:00 Intro
01:00 Origins of 'Okay' and Its Cultural Significance
03:40 Turner's Impressive Growth in Construction
06:21 Diversification and Strategic Partnerships in Construction
09:23 Turner's Expansion into European Markets
12:14 Figma's IPO and Market Dynamics
15:01 Valuation Challenges and Investor Sentiment
18:16 Banking Practices and IPO Pricing Strategies
25:21 The State of AI in Enterprises
29:16 Challenges of Pilot Programs
30:53 Historical Insights on Project Failures
35:00 Ensuring Technology Adoption
41:43 Energy Infrastructure Bottlenecks
47:36 Introduction to Propel People
52:13 Building a Recruiting Platform for Construction
56:24 Sourcing Talent in the Construction Industry
58:18 Evolution of Technology in Construction
60:11 The Role of Social Media in Recruitment
63:04 Founder-Led Sales and Market Insights
67:05 Setting Foundations for Success in Startups
OpenAI is paying construction engineers $555K – but there's a catch that nobody's talking about.
In this episode of Bricks, Bucks & Bytes, Owen, Martin, and Dustin expose the shocking reality behind AI salaries in construction, debunk viral industry charts, and reveal why your favorite building materials might be making a comeback.
What we cover:
Why OpenAI is paying engineers 5x more than top architecture firms
The truth behind "construction AI growth" charts flooding social media
How AI coding tools are changing the startup game (and why most companies are doing it wrong)
Trunk Tools' massive $40M funding round – and what it means for the industry
Inside Dexto's $15M bet on prefabrication technology
Why stone buildings could dominate the future (thanks to robots)
The real strategy behind why successful startups raise more money than they need
Key quote: "I've never met a civil engineer or an architect making that much money. Ever." – Dustin DeVan on OpenAI's salary offerings
From fake data manipulation to robotic stone carving, this episode pulls back the curtain on where construction tech is really headed. Whether you're an investor, founder, or just trying to understand why your industry is changing so fast – this one's a must-listen.
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Sponsors:
BuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.io
4M Analytics - Instant, reliable utility data you can trust and verify - https://www.4manalytics.com/
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Chapters
00:00 Intro
01:25 Introduction and Welcome Back
02:43 Exploring AI in Engineering Jobs
04:55 Salary Insights for Engineers at OpenAI
08:60 The Future of Engineering Roles and Compensation
11:46 Equity and Compensation in Tech Companies
17:32 Navigating AI Technologies in Business
21:53 Funding and Growth in the AI Sector
22:30 The Evolution of AI in Construction Tech
25:37 The Importance of Founder Branding in Tech
31:10 Analyzing AI Adoption Across Industries
36:41 Dextal: Revolutionizing Prefabrication Technology
51:55 Introduction to Robotic Stone Carving
52:32 Innovative Building Techniques with Stone
54:04 The Role of AI in Stone Carving
55:53 Future of Stone Construction
57:22 Business Model and Customization
59:29 Reviving the Craft of Stone Carving
61:11 Challenges in Stone Architecture
64:32 Sustainability of Stone as a Building Material
65:50 Personalization in Sculpture
67:18 Market Demand for Stone Products
70:51 The Future of Robotics in Construction
Construction companies are claiming they're "software companies" now - but this dangerous trend could destroy the industry.
In this episode of Bricks, Bucks & Bytes, Owen and Patric dive deep with Alan Mosca (CTO of nPlan) about the AI revolution that's both exciting and terrifying the construction world. Plus, we hear from Todd Thomas of Woodchuck AI about turning construction waste into profit, and Forest from Parspec Inc on their 20 million Series A raise.
Key topics discussed:
Why contractors thinking they can "vibe code" critical software is setting them up for disaster
The DocuSign problem: why you can't just prompt your way to enterprise security
The AI paradox that could kill coding platforms when they get too good
How Woodchuck AI is reducing waste costs by 30% while creating new revenue streams
Why GCs are "pressurizing a chamber that's already at incredible high pressure"
Travis Kalanick's physics breakthrough claims and what they reveal about AI hype
The real applications of AI that are actually working in construction
Key quote: "That is basically pressurizing a chamber that is already at incredible high pressure with very thin walls. Because GCs run on insanely thin margins with very little time to spare and everything feels like you got it done by a miracle most of the time." - Alan Mosca
This episode doesn't hold back on the hard truths about AI in construction. Listen now to understand what's really happening behind the hype.
Chapters
00:00 Intro
01:05 Introduction to AI in Construction
03:05 Challenges with AI in Construction
09:53 The Future of Vibe Coding
16:15 The Role of AI in Business and Investment
21:16 AI Generated Content and Marketing Strategies
27:35 The Influence of Extremes on Public Opinion
28:10 Marketing Strategies in the Age of AI
29:13 The Dangers of Intellectual Laziness in Content Creation
30:03 The Rise of Vibe Coding in Construction
30:57 The Challenges of Software Solutions in Construction
34:05 Point Solution Fatigue in General Contracting
36:56 The Slippery Slope of DIY Software Solutions
40:05 Woodchuck's Innovative Approach to Waste Management
41:56 AI's Role in Sustainable Construction Practices
45:09 The Importance of Pre-Sorting in Waste Management
47:54 The Future of Waste Management and Compliance
53:07 Funding and Expansion Plans for Woodchuck
57:19 The Rise of Tesla Robot Taxis
01:02:10 AI in Construction Material Sourcing
01:09:24 Challenges in E-commerce for Construction
01:15:48 Lessons from Startup Growth
Is your construction project secretly losing $5 billion a year? This industry insider just exposed the shocking truth about why 89% of construction firms are failing.
In this episode of Bricks, Bucks & Bytes, Owen, Martin, and Patric dive deep into the hidden forces reshaping the AEC industry, plus exclusive interviews with game-changing founders who are disrupting everything.
What we cover:
The $5 billion heat crisis destroying construction schedules (and why Martin thinks it's just an excuse)
Why 70% of construction tech startups are failing at Series A funding rounds
Sean Petterson from SuperSede reveals how recycled plastic is replacing plywood forever
The brutal truth about why all construction software has terrible UX design
Mo Akbari's controversial take on how AI could kill DocuSign overnight
Patrick's explosive Coca-Cola business model that could transform construction
Why Europe's buildings are designed to overheat (and what that means for your projects)
Key Quote: "If you build shit companies and you raise your seed round on a shit promise and you can't deliver on that shit promise, well, at series A and B, it's easier to be found out." - Patric Hellermann
From climate disasters to funding secrets to revolutionary materials, this episode pulls back the curtain on what's really happening in construction tech. Warning: You might never look at your projects the same way again.
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Sponsors:
BuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.io
4M Analytics - Instant, reliable utility data you can trust and verify - https://www.4manalytics.com/
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Chapters
00:00 Intro
01:07 Introduction and Technical Glitches
04:14 Cultural Insights from Corfu
07:07 Heat and Productivity in Construction
10:05 Debating Heat Management Solutions
13:09 Innovations in Construction for Heat Management
16:12 Building Regulations and Overheating Concerns
19:08 The Role of Insulation and Building Design
22:06 Funding Analysis and Market Trends
36:22 Funding Trends in Construction Tech
41:08 Challenges in Achieving Series A and B Funding
44:36 Introduction to Super Seed and Its Innovations
51:58 Super Seed's Unique Product Offerings
57:31 Scaling and Capacity Building in Manufacturing
01:02:34 Brand Strategy and Market Positioning
01:04:54 Navigating Industry Standards and Specifications
01:13:46 Choosing the Right Communication Tools
01:14:42 The Importance of User Experience in Construction Tech
01:16:56 Evaluating Product Design and Usability
01:19:38 Metrics for Assessing User Experience
01:25:19 The Role of AI in Product Development
01:29:24 The Future of Document Signing Solutions
01:32:55 The Impact of Pricing on Market Competition
01:35:24 Mo's Upcoming Project Reveal
Big Tech is Quietly Taking Over Construction (And Making Billions Doing It)
In this episode of Bricks, Bucks & Bytes, Owen, Martin, and Patric dive deep into how tech giants are reshaping the construction industry - and who's really profiting from the AI boom.
What we cover:
How big tech companies are forcing construction firms to completely rethink project delivery
Why Palantir just signed a $100 million deal with a nuclear company (and what it means for the industry)
The shocking truth about where all the AI money actually goes
Why 22-28% of the world's GDP comes from projects - and what that means for capacity vs. software
The wild world of fundraising scams targeting desperate startups
Whether usage-based pricing models are about to collapse
Why most construction startups are solving the wrong problems
Key quote: "Why would I invest in software rather than the factory? I would invest in the factory, right? If I want to have access to space and monopolize the access to space, dude, I'm not building software. I'm building a fucking launch ramp and a reusable rocket." - Patric
Plus, the hosts try (and fail spectacularly) to guess the World Economic Forum's top 10 emerging technologies of 2025. Spoiler: nobody saw "green nitrogen fixation" coming.
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Sponsors:
BuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.io
4M Analytics - Instant, reliable utility data you can trust and verify - https://www.4manalytics.com/
-----------------------Chapters
00:00 Intro
01:21 Heat Waves and Air Conditioning Trends
05:23 Big Tech's Influence on Construction
11:20 Capacity Challenges in Construction
17:14 Palantir's Nuclear Operating System Partnership
30:27 Navigating the Complexities of General Contracting
33:45 The Role of Private Equity in General Contracting
37:56 Emerging Technologies and Their Impact
40:40 The Future of Fundraising and Scams in Startups
52:35 Understanding the Venture Investment Ecosystem
55:25 Navigating Fundraising Challenges
58:20 The Role of Fundraising Advisors
01:02:30 Effective Messaging in Marketing
01:07:18 Competition vs. No Competition in Market
01:11:22 Debating Usage-Based Pricing Models
Does AI Actually Make Us Dumber? MIT Study Reveals Shocking Truth + $15B DocuSign vs. Tiny AI Startup
In this episode of Bricks, Bucks & Bytes, hosts Owen, Martin, and Patric dive deep into the controversial world of AI and its impact on our brains, plus exclusive behind-the-scenes access to Cuby's revolutionary construction process.
Key topics discussed:
MIT study proves ChatGPT users show "lowest brain engagement" and get lazier over time
DocuSign's $15 billion empire threatened by AI-built copycat app - is this the future?
Exclusive live tour of Cuby's construction site where entire house interiors are built in just 16 hours
Why 95% of billion-dollar companies were NOT venture-backed (and what this means for startups)
SnapTrude's game-changing V3 launch that's making architects question their pricing
The brutal truth about why top VCs avoid construction tech despite massive profit margins
Live demo of "vibe designing" - the future of architectural workflows
Plus special guests:
Alex from Cuby giving exclusive construction site access
Altaf from SnapTrude revealing their revolutionary new product launch
Shub with insights from APAC and MENA construction markets
Key quote: "We as a venture community obsess about pumping more money into the next AI, the next software, trying to be number 101. We should stop trying to be number 101 and just try to rebuild the other 1,050 companies which have not been touched." - Patric
Warning: Contains heated debates about intellectual property theft, the "muscle atrophy" effect of AI dependency, and why one VC called construction founders "cockroaches" (it's actually a compliment).
Sponsors:
BuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.io
4M Analytics - Instant, reliable utility data you can trust and verify - https://www.4manalytics.com/
Chapters
00:00 Intro
01:36 Introduction and Setting the Scene
04:23 The Impact of AI on Critical Thinking
08:18 Thought Experiment: The Drug of Supernatural Abilities
12:09 The Ethics of AI and Intellectual Property
24:48 Guest Introduction and Transition to Cuby Discussion
26:59 Documentary Insights and Community Impact
29:51 Building in Real Time: A Hands-On Approach
38:18 The Future of Construction and Venture Capital
48:37 Navigating the Project Economy: Opportunities and Challenges
50:18 The Essence of Venture Capital
51:31 Consultants vs. In-House Expertise
52:33 Real Estate and Venture Capital Dynamics
53:21 Innovations in Construction Technology
54:26 Navigating Economic Trends in APAC
56:34 Understanding Recession Dynamics
59:41 Emerging Markets and AI Innovations
01:02:38 Mega Projects in MENA
01:08:16 The Future of Design and Workflow Solutions
01:10:01 The Essence of Design: Vibes and Feelings
01:10:45 The Evolution of SnapTree: From Concept to Completion
01:14:28 Transforming Early Stage Design: Speed and Efficiency
01:16:57 Revolutionizing Design Tools: The Power of SnapTree V3
01:19:44 Streamlining Communication in Design Projects
01:21:47 Influencer Marketing: Expanding Reach and Engagement
01:26:14 AI in Design: Myths and Realities
01:27:52 The Impact of Technology on Workforce Dynamics
20 cold calls a day, $150 million in legal fees, and why the smartest CEOs are terrified of in-person competitors.
In this episode of Bricks, Bucks & Bytes, hosts Owen, Martin, Dustin, and Patric are joined by Justin Levine, CEO of Shepherd, for a no-holds-barred discussion about the future of business, technology, and construction.
What we dive into:
Apple's new AI call screening feature and why it spells doom for sales teams
The shocking reality of 20 cold calls per day (and why most are terrible)
Remote vs. office work: which startup would you fear more as a competitor?
Why VCs are hilariously bad at cold outreach emails
Construction insurance secrets that could save companies millions
The $270 million Millennium Tower disaster (where legal fees cost more than the actual fix)
Why hiring remotely means you need more experienced people
The race to build the first $100 billion construction tech company
Key Quote: "If there's a competitor that's going to do exactly what we do - one fully remote, one five days in office - I am 100% more scared of the five day in office per week." - Justin Levine
From San Francisco's absurd delivery fees to the future of AI gatekeepers, this episode reveals uncomfortable truths about modern business that every entrepreneur needs to hear.
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Chapters
00:00 Intro
01:20 Introduction and Coffee Talk
04:20 Construction Assurance and Safety
07:31 iOS Updates and Cold Outreach Challenges
10:20 Innovations in Construction Insurance
13:23 Wrap-Up Policies and Cost Efficiency
16:22 Cold Outreach Strategies in 2025
19:11 The Future of AI in Sales and Marketing
28:01 The Importance of Mindset in Growth
28:39 Transparency in VC Interactions
29:27 Challenges of Cold Outreach in VC
30:24 The Role of Experience in Fundraising
33:54 Finding the Right Investor Fit
40:41 Understanding Investor Strike Zones
43:41 Defining Alpha in Venture Capital
44:59 The Long-Term Journey of Startups
47:42 The Bathtub Analogy in AI and Data Ownership
49:58 The Debate on Hustle Culture in Startups
50:22 The Value of In-Person Work Culture
58:59 The Challenges of Remote Work
01:08:15 Remote Work Considerations in Different Industries
01:09:11 Remote Work vs. Co-location in Tech and Hardware
01:11:42 The Impact of Time on Productivity
01:12:28 Rising Costs in Construction Insurance
01:16:32 The Challenges of Construction Defects
01:21:16 Reducing Insurance Premiums through Technology
01:26:59 Business Models in Construction Insurance
01:32:01 Future Trends in Construction Technology
50% Tarrifs are about to break construction - And That's Only The Beginning
In this episode of Bricks, Bucks & Bytes, our hosts dive deep into the chaos reshaping the construction industry and startup world.
What we cover:
The shocking 50% steel and aluminum tariffs that just doubled construction costs overnight
Why rebar prices have exploded 26% and added $14,000 to every home
How 68% of builders are now facing project delays due to supplier chaos
The brutal truth about why VCs pushing "996" work culture are dead wrong
ChatGPT's bombshell announcement that just killed $250M worth of AI startups
Why construction tech companies are becoming consultancies (and if that's good or bad)
The real reason behind tariffs that nobody talks about
Forward deployed engineers - the new trend taking over AEC tech
Why some founders are burning out while others thrive
"VCs pushing 9 to 6 are idiots. Most founders have no liquid capital and are actually struggling to make ends meet. You need to do whatever makes you most effective because it's not about hours you work, it's about output." - Dustin
From supply chain disasters to startup strategies, this episode unpacks the macro forces reshaping how we build - and who survives the chaos.
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Sponsors:
BuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.io
4M Analytics - Instant, reliable utility data you can trust and verify - https://www.4manalytics.com/
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Chpaters
00:00 Introduction and Current Events
04:45 Impact of New Tariffs on Construction
07:48 Economic Implications of Tariffs
10:55 Labor Market Dynamics in Construction
13:52 Challenges in Project Management
16:57 Future of Construction Projects
19:52 Immigration and Labor Supply
22:51 Market Reactions and Predictions
25:47 Conclusion and Future Outlook
31:58 Infrastructure Investment and Economic Resilience
33:43 Restoration Business Dynamics
34:53 Market Optimism and Economic Trends
39:48 Technology in AEC: Forward Deployed Engineering
52:11 Software Stack Consolidation and Customization
58:09 Partnerships in Technology Solutions
01:05:24 The 996 Work Culture Debate
01:08:10 Personal Work Routines and Mental Health
01:11:01 Decision-Making in Business
01:16:24 The Role of Bias in Decision-Making
01:21:02 Expertise and Learning in Business
01:26:01 Hiring and Team Dynamics
01:31:27 The Future of AI Note-Taking
