Microsoft's $10M AEC Gamble, Autodesk $1.7B Earnings, Nemetscheck Acquires AI Startup

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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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Microsoft's $10M AEC Gamble, Autodesk $1.7B Earnings, Nemetscheck Acquires AI Startup

Bricks, Buck$ And Bytes

1 hour 26 minutes 18 seconds

2 months ago

Microsoft's $10M AEC Gamble, Autodesk $1.7B Earnings, Nemetscheck Acquires AI Startup

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

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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