Big Tech Rethinks Construction, Palantir $100M Nuclear Deal, Data Center Capacity Crisis & Nvidia AI Profits

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Bricks, Buck$ And Bytes

Bricks And Bytes, Patric Hellermann, Dustin Devan

64 episodes

1 day ago

Industry leaders Patric Hellermann, Dustin Devan, Martin Piekarz & Owen Drury sit down each week to explore tech, news, and trends within the AEC sector. Each week we debate the macro economic issues within the industry and how they those working and building within AEC. Hot takes only.

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Big Tech Rethinks Construction, Palantir $100M Nuclear Deal, Data Center Capacity Crisis & Nvidia AI Profits

Bricks, Buck$ And Bytes

1 hour 24 minutes 26 seconds

4 months ago

Big Tech Rethinks Construction, Palantir $100M Nuclear Deal, Data Center Capacity Crisis & Nvidia AI Profits

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