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Bricks And Bytes

Bricks And Bytes

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380 episodes · showing the newest 200

54 Robot Demos, One Purchase, and a Cardiff Contractor Who Bought Two With His Own Money. This Is What We Learned at Groundworks.

22 min

54 Robot Demos, One Purchase, and a Cardiff Contractor Who Bought Two With His Own Money. This Is What We Learned at Groundworks. This week's briefing is a recap of Groundworks, Bricks and Bytes' first construction robotics summit, held in east London on 11 November. Two years ago a search for construction robotics on Spotify returned almost nothing. This week we put the builders, the robot makers, the investors and the clients in one room for a day and asked one question. How many of these machines are actually out on sites doing real work. This week's episode is sponsored by Buildots, the construction intelligence platform turning site data into actionable insights for over 100 of the largest owners and contractors including Turner, Multiplex and Vinci Construction. Find out how to join them at https://buildots.com Phil Reed, head of innovation at Vinci Construction UK, gave the most honest numbers of the day. Since January 2024 Vinci has had 54 robot demonstrations, 24 went to trial, two of the companies went bankrupt, and Vinci bought one robot. Goldbeck, the German builder, has piloted seven robots and deploys roughly half of one. The half is because the robot belongs to a subcontractor who uses it on their sites. On the other side, Monumental has built more than 100 bricklaying robots and on an average day about 50 are out laying bricks. Kewazo has about 120 scaffold material hoists in the field. Field AI says it is on hundreds of sites across three continents. Those are the companies' own figures. Almost nobody on stage wanted to sell a robot. Monumental turns up as your bricklaying subcontractor and pays for human bricklayers if its machines cannot finish the job. CSC Robotic Engineering hires its ceiling drilling robot at 2,500 pounds a week. Hilti has done more than a hundred times as many rentals as sales. An audience survey at the end found 82% agreed robots as a service and hire companies should own the machines, not main contractors. Mark Reynolds, cha...

Nvidia’s Jensen Huang Resigns, AI Startups at Risk & Construction Robotics’ Reality Check

52 min

Is AI about to wipe out a whole category of construction tech startups? Mike Powers of BuildVision thinks so, and he joined us this week to say it out loud. This week on Bricks Bucks and Bytes, Owen, Martin and Dustin are joined by Mike Powers who argues that reading construction documents is about to become a commodity and that a long list of funded ConTech startups are standing in the way of the foundation models. Core topics Jensen Huang's resignation from Nvidia and the hosts' first reactions Whether the Democratic wave, including Texas, slows data centre construction and who gains if it does Why Mike and Dustin think takeoff, drawing review and contract review tools are heading to zero on price, and where they would build instead What Owen and Martin learned at Groundworks about who pays for robotics on site Hotter GPUs, dry coolers and what that means for chiller manufacturers Full episode live on Youtube and Spotify.  #constructiontech #ai #construction #aec #bricksandbytes  Chapters 00:00 Intro 01:17 Jensen Huang Resigns as Nvidia CEO: Our Reaction 06:16 US Midterms 2026: Will Data Centre Construction Slow Down? 09:49 Data Centres in Space: Engineering Problem or Fantasy? 11:30 State vs Federal: Who Controls the Data Centre Boom? 13:45 Why Neoclouds Could Get Crushed by the Hyperscalers 15:59 Is AI Commoditising Construction Tech? 18:26 Why VCs Got Construction AI Wrong 22:55 What to Build in Construction Tech Now 26:05 Construction Robotics Reality Check: Lessons From Groundworks London 29:03 Who Pays for Robots on Site? Subcontractors vs General Contractors 31:32 Prefab Factories vs Jobsite Robots and Union Pushback 34:56 Hotter GPUs and Data Centre Cooling: The End of Chillers? 36:22 Claude vs ChatGPT vs Gemini: What AI Costs a Startup 38:37 Will AI Replace Structural Engineers? 40:24 Generative Design and Pricing 50 Design Options 43:24 How AI Will Split Large and Small Contractors 44:57 Empire State Building vs Modern Construction Productivity 46:54 Are...

“Manual Quantity Takeoffs Are Dead”: Accenture Construct CEO on AI Replacing Traditional QS Work, Why Megaprojects Fail & the $2.5 Billion Construction Bet

48 min

Six vendors can all deliver their scope successfully, and the project can still fail. That is the problem Accenture Construct says it was built to solve. We sat down with CEO Adam Shaw to ask why Accenture has put $2.5B into capital projects, and what “one accountable partner” means in practice. Why the industry buys effort when owners want outcomes Why owners end up owning the gaps between their vendors 73 to 77% of senior leaders say they positively influence cost, planning and schedule. Only 13% of workers say those decisions consistently shape their daily work. Where AI is already changing project decisions Adam’s view is that the talent is already there, and fragmentation is what holds projects back. Full Episode live on Bricks and Bytes YouTube and Spotify. Link in comments. #construction #capitalprojects #contech #AI #bricksandbytes Our Sponsors: This episode is brought to you by our friends at Miter. If you haven’t heard of Miter, you’re missing out. Today, 2 of every 100 construction workers in the U.S. are paid through their AI-powered platform that connects payroll, HR, field operations, and job costing. And that number is growing fast.  Miter is on a mission to defeat what they call “the Frankenstack”, the tangle of 1980s software, spreadsheets, and paper that every construction back office is familiar with.  Learn why thousands of contractors are running everything from prevailing wage payroll to time tracking to per diems on Miter at miter.com (M I T E R .com) https://www.miter.com/?utm_source=bricks-and-bytes&utm_medium=podcast&utm_campaign=bb-sponsorship-q4-2026&utm_content=bb-podcast Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.co Archdesk -  “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com  Chapters 00:00 Teaser 00:42 How Owen and Adam first connected 10 years ago 02:30 Qu...

Microsoft Cut $5 Billion From Data Centre Spending, MEP Contractors Lost 15% in a Day, and Accenture Just Entered Construction With 5,000 People.

23 min

Microsoft Cut $5 Billion From Data Centre Spending, MEP Contractors Lost 15% in a Day, and Accenture Just Entered Construction With 5,000 People. This week’s briefing covers three things that landed in the same week and all point at whether the data centre boom is about to change shape. This week’s episode is sponsored by Buildots, the construction intelligence platform turning site data into actionable insights for over 100 of the largest owners and contractors including Turner, Multiplex and Vinci Construction. Find out how to join them at https://buildots.com First, Microsoft. A generator fire in Texas, late hardware deliveries, cabling problems, and a $1 million fine for running generators without permits on a New Jersey site. At the end of October Microsoft’s finance chief cut this year’s data centre spending forecast by $5 billion, citing third party capacity delays. Microsoft has now tightened oversight on three neo-cloud companies, walked away from a $3 billion deal in Texas due to grid delays, and cancelled a letter of intent for 1.35 gigawatts in West Virginia. The day after the American midterms, where voters passed 40 of 41 ballot measures putting new restrictions on data centre construction, Comfort Systems fell 15%, Quantum fell 12% and the NASDAQ dropped 5.5%. On the same day Skanska matched its all time record for new orders, with roughly a third in data centres, and its CEO said the company is turning some of that work away because it cannot find the right electrical subcontractors. Then Accenture Construct. In September Accenture launched a new global business with more than 5,000 people aimed at the owners of big projects. Accenture puts that market at $260 billion a year. Owen interviewed CEO Adam Shaw this week. His argument is that on a large project an owner might hire six different firms, all of whom could complete their own scope successfully, and the project could still fail because of the gaps between them. Today the owner carries all of t...

AI Redesigns a 244,000 Sq Ft Hospital in Four Days, Are Architects at Risk? & Snaptrude’s AI Agent Launch

1 hr 18 min

Can an owner be their own architect? Altaf Ganihar says owners and developers are now asking Snaptrude exactly that. Alain Waha's answer: the design team's deliverable "ain't a set of drawings" anyway. Also in this week's Bricks, Bucks & Bytes: Dustin DeVan on why takeoff isn't the hardest problem in precon Autodesk University and Groundbreak in the same week of 2027 Nomadic Drones, whose drones land and recharge on live power lines So who moves first, the architect or their client? Full episode live on Youtube and Spotify. Link in comments. #aec #construction #constructiontech #ai #bricksandbytes Our Sponsors: Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.co Archdesk -  “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com  Chapters 00:00 Intro 00:46 Dustin calls out a competitor's testimonials 09:42 Autodesk University and Groundbreak in the same week 12:02 Why VCs are piling into MEP design 18:41 Why use AI to read drawings when the model exists? 23:04 Outsiders, Katerra and uninformed capital 25:39 The gap for an AI first MEP firm 29:11 The return of the master builder 38:35 Construction is like Asia 40:32 Dustin's read on Groundbreak 2026 41:51 Altaf Ganihar on the Snaptrude Agent launch 45:12 Will owners bring design in house? 50:22 What architects really sell, and the stamp 53:31 Altaf's AI hospital redesign test 57:46 Value engineering is not value engineering 1:00:37 Andreas Moldskred: drones that live on power lines 1:05:22 What grid operators do with the data 1:08:05 Where the idea came from 1:11:06 Range, air rights and scaling up 1:17:25 Wrap up

90% of AI Takeoff Companies Could Disappear, The $3M AI Opportunity & Why Washington Is Broken

1 hr 1 min

“Show me you can use these tools to 10x your productivity and you got a job. I don’t care how old you are, I don’t really care what college you went to.” In today’s episode of Bricks & Bytes we have Patrick Murphy. Youngest member of Congress at 29, now founder of Togal.AI and chief investment officer at Coastal Construction, a $7.5bn pipeline contractor in Miami. Here’s what we cover: Why one click takeoff doesn’t exist, straight from someone selling AI takeoff How many of the AI takeoff startups raising money today are still around in five years (his answer: about one in ten) The estimator who uses AI gets hired on the spot. The one who doesn’t, less so What winning a congressional race by 2,429 votes teaches you about winning work Why Washington is broken, in his words, and what short term incentives do to any business Where US construction costs go next and who is really being priced out of South Florida Full episode out on Youtube and Spotify. #constructiontech #ai #aec #construction #bricksandbytes Our Sponsors:This episode is brought to you by our friends at Miter. If you haven’t heard of Miter, you’re missing out. Today, 2 of every 100 construction workers in the U.S. are paid through their AI-powered platform that connects payroll, HR, field operations, and job costing. And that number is growing fast. Miter is on a mission to defeat what they call “the Frankenstack”, the tangle of 1980s software, spreadsheets, and paper that every construction back office is familiar with. Learn why thousands of contractors are running everything from prevailing wage payroll to time tracking to per diems on Miter at miter.com (M I T E R .com)https://www.miter.com/?utm_source=bricks-and-bytes&utm_medium=podcast&utm_campaign=bb-sponsorship-q4-2026&utm_content=bb-podcastAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing...

$600 Million Into Self-Driving Excavators, Harvard’s 10,000-Leader Study, and a $13 Billion Contractor Opens a $50 Million Innovation Lab.

18 min

This week's briefing covers three things that landed in the same week and all point at where construction is actually heading. First, Boston. Suffolk, a 13 billion dollar privately held contractor, opened a 50 million dollar innovation facility called 100MAG in Roxbury this week. Inside it sits their in-house design and engineering team, a materials sourcing arm, a venture fund, an accelerator, and AI engineers embedded directly into live project teams. John Fish, who founded Suffolk and has run it for four decades, built the evening around one line. The cost to build a building today is now higher than the value of the finished building. He said it is the first time in his career that has been true. From that he gets to his argument that the next five years will be the most pivotal the construction industry has seen, and that Suffolk intends to be the one doing the disrupting. Then Bedrock Robotics. On Monday the company announced a 600 million dollar raise at a 4.1 billion dollar valuation. The company is two and a half years old, founded by engineers out of Waymo, and retrofits excavators so they dig without anyone in the cab. Total raised since launch is now just under a billion dollars. Kevin Peterson, Bedrock's co-founder and CTO, told Bricks and Bytes the strategy unlocked the round, not the other way round. The plan does not change. More customers, more capable machines, and next year fleets of different machine types working together overnight. The detail that struck Owen most: the data from the sensors is already paying for itself before the autonomy does. Site managers are seeing productivity dips at the start and end of shifts they had no idea existed. Then Harvard. A study covering nearly 10,000 leaders across 108 countries found that the organisations making the most progress on digital transformation are the ones engaging a specific type of employee. Harvard calls them digital wayfinders. They are frequently junior, they are already using AI withou...

Bedrock’s $600M Robotics Bet, 24/7 Construction Sites & Kojo Founder’s $50M Fund

32 min

Should founders take advice from investors who have never run a company? Owen's view on this week's Bricks, Bucks and Bytes was blunt: it's like hiring a personal trainer who has never stepped on a treadmill. Maria Davidson spent eight years building Kojo in what she calls construction's "hard mode". She has now launched Relational Capital, a $50M solo GP fund writing $1M to $5M cheques at pre seed and seed. Also on the show, Bedrock Robotics co-founder and CTO Kevin Peterson on how a company founded in 2024 just raised $600M at a $4.1bn valuation. Operator investors or career VCs. Which have actually been more useful on your cap table? Full episode live on YouTube and Spotify. #vc #constructiontech #aec #bricksandbytes Our Sponsors: Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.co Archdesk -  “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com  Chapters 00:00 Intro 01:12 Inside Suffolk's 100MAG and why the next five years matter 03:59 Bedrock Robotics raises $600M 08:04 How a two year old company hits $4.1bn, and where the money goes 11:54 Deployment challenges and "the wolves at the door" 16:56 Maria Davidson's $50M fund and why operators make better investors 25:05 Where Maria is investing in construction tech 31:00 One piece of advice for every founder

How AI Agents Are Changing the Way We Work in Revit and Eliminating Hours of Repetitive Work

47 min

Architecture firms forget every project the day it finishes. The detail that caused an RFI goes back into the library unfixed, and turns up on the next job with the same problem attached. In today’s episode of Bricks & Bytes, Ross Wagner from Pirros joined us to unpack why it keeps happening, and what an AI project hub actually changes. What we learnt: * Why firms forget every project the day it finishes, and how a bad detail carries its RFI onto the next job * What Pirros does as an AI project hub, and how its AI agent Mira works alongside designers inside Revit * Why quality review belongs in the model as well as the drawing set * The shift in construction tech upstream into design, and the move from point tools towards connected platforms * Lessons from PlanGrid on hiring, building an AEC sales team and go to market through community Full episode live on Youtube and Spotify. Link in the comments! #aec #construction #constructiontech #ai #bricksandbytes Our Sponsors: This episode is brought to you by our friends at Miter. If you haven’t heard of Miter, you’re missing out. Today, 2 of every 100 construction workers in the U.S. are paid through their AI-powered platform that connects payroll, HR, field operations, and job costing. And that number is growing fast.  Miter is on a mission to defeat what they call “the Frankenstack”, the tangle of 1980s software, spreadsheets, and paper that every construction back office is familiar with.  Learn why thousands of contractors are running everything from prevailing wage payroll to time tracking to per diems on Miter at miter.com (M I T E R .com) https://www.miter.com/?utm_source=bricks-and-bytes&utm_medium=podcast&utm_campaign=bb-sponsorship-q4-2026&utm_content=bb-podcast Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.co Archdesk -  “The #1 Construction Management Software for Growing Companies - Manage your projects from Tende...

What Construction’s Top Leaders Are Worried About Behind Closed Doors, the Knowledge Problem Nobody Has Solved, and Why Signed Contracts Are Falling.

24 min

This week's briefing covers three things that matter more than the headlines suggest. First, America. The Architecture Billings Index came in at 44.7 in September, down from 47.2 in August and the largest share of firms reporting falling billings since May. Signed design contracts fell to 43.7. Enquiries are still positive at 53.2, which means clients are asking but not committing. AIA describes the index as a leading indicator for non-residential construction nine to twelve months out. What architects are not signing now is work you will not be bidding next autumn. On the other side, JLL puts 317 million square feet of industrial space under construction in the US, up 28.7% on a year ago and the most since early 2024. Same country, same week, two completely different economies. Then the knowledge problem. There is a chief estimator somewhere who is 63 years old, 30 years in the job, and retires in 18 months. None of what he knows is written down. This week Owen sat down with Zaid Khan and Bogdan Arsintescu, who helped build the Google Knowledge Graph in 2011, to answer one question. What actually is a knowledge graph and why does construction need one. The answer starts with a three-hundred-page spec, an addendum in a different folder, and a door schedule that was never updated. A chatbot finds the spec and answers with confidence. A knowledge graph finds the conflict between all three and cites the clause. The pitch stripped of the buzzwords is this. Become the project historian. Keep the context when the people leave. Then the Bricks and Bytes Council. Last Tuesday Owen sat in a room with leaders from some of the largest design, engineering and contracting businesses in the UK and the US. Everything is confidential but five themes came through. Design teams are materially smaller than a decade ago for the same work. Contractors are now running AI across drawing sets before they go out, so designers are building the same checks into their own process to catch prob...

What Construction AI Is Missing: Connecting the Dots With Knowledge Graphs

34 min

Twelve months ago, Zaid Kahn said the words "knowledge graph" to us in a Boston office. We nodded. We had no idea what he meant. So we brought him back, with Bogdan Arsintescu, who sat on the original Google Knowledge Graph team and later ran graph systems at LinkedIn and Microsoft. The ask was simple. Explain it like we're five.  A knowledge graph is a set of facts. Subject, predicate, object. "Door 105 has a 45 minute fire rating."  An ontology is the rulebook. Everyone agreeing what every symbol on a drawing sheet means before anyone reads it.  A chatbot context window is a drawing table. If the addendum is in the filing cabinet, it doesn't exist. Bogdan's line of the episode: "Knowledge Graph is just the bullet points." We still don't fully know what ontology means. But we're closer. #constructiontech #ai #aec #preconstruction #bricksandbytesOur Sponsors:Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com Chapters 00:00 Teaser 01:07 What Is a Knowledge Graph? (Explained Like You're Five) 04:10 Knowledge Graph vs Ontology: The Difference Explained 07:56 Sponsor 10:57 Why Construction Needs Knowledge Graphs (Spec vs Drawing vs Addendum) 14:58 Why ChatGPT Can't Do This: Context Windows Explained 19:11 Knowledge Graphs vs LLMs: Why You Need a Vertical AI 26:43 Preconstruction Risk: Why Bids Go Wrong 29:53 The Future of AI in Construction 32:10 How Neuron Factory Works With Suffolk and GCs

Construction’s 63% Problem, Aramco Under Attack & What Keeps 400 CEOs Awake

21 min

This week’s briefing covers three things that landed in the same week and all point at the same underlying question. Are construction businesses actually prepared for what is coming at them? First, the productivity number nobody wants to say out loud. Buildots Intelligence Lab published its first global construction benchmarks report this week, built on data from over 200 live projects across housing, offices, hospitals and data centres. On a typical project, crews deliver 63% of their planned production rate. The best quarter of projects reach 79%, which still means losing a full day every single week. But here is the part that should change how you run your jobs. Every project in the dataset has four consecutive weeks where crews nearly double their output. Same people, same building, nothing new on site. The report cannot tell you why it happens. But it can tell you it happens on nearly every job. The question is whether you are capturing those conditions and repeating them. Download the full report at buildots.com/lab/global-construction-benchmarks-report Then Aramco. One of their pipelines was hit by a drone. The next morning bulldozers were already cutting a new route. They recover from catastrophic events more than six times faster than the industry average. Not because of one thing, but because of a system. Zero hour response teams on site within minutes. Damage assessed before the incident is contained. Ninety percent of repair materials already warehoused locally. Multiple redundancies so no single failure stops the operation. The lesson for construction businesses is not about oil pipelines. It is about whether your contingency plans are a system or just a list. Then KPMG surveyed 400 American CEOs on what keeps them up at night. The answer was not labour, not tariffs, not interest rates. It was cybercrime. 85% say it will affect their company within three years and it ranked above every geopolitical risk. Construction had it ranked 10th. Turner, Kiewit a...

Origin’s $20M Raise, Construction’s Robotics Problem, Anthropic’s AI Warning & Groundworks Summit

40 min

Manufacturing in Europe runs 267 robots per 10,000 workers. Construction runs close to zero. That gap is why we are hosting Groundworks on 11 November. It is also why Origin exists. Yogesh Ghaturle joined Bricks, Bucks & Bytes the day Origin came out of stealth with $20M to put autonomous robots to work on interior construction. Why the last wave of drywall robots failed, and what has changed since The throughput question every contractor asks before anything else US contractors want to rent. European contractors want to buy the outcome. Martin's verdict: commercially viable on big jobs, hard to see on small and medium sites. So, a business or a science project? Full episode live on Youtube and Spotify. Link in comments. #constructiontech #ai #aec #bricksbucksandbytes #bricksandbytes Chapters 00:00 Teaser 01:21 Bricks, Bucks & Bytes Podcast 03:07 Groundworks Summit: Construction Robotics Event in London 10:43 AI in Engineering and Construction: Productivity Gains for Small Firms 13:19 OpenAI Recording Device Case and AI Cybersecurity Risks 17:39 Origin Raises $20M: Autonomous Robots for Construction 20:19 Interior Construction Automation: Wall Finishing Robots 21:34 Construction Action Models: How Origin's Robot AI Works 26:13 Commercialising Construction Robots: Pilots, Customers and Throughput 31:29 Hardest Challenges in Building Interior Construction Robots 33:08 Construction Robotics Business Models: Rental vs Outcome-as-a-Service

AI Robots, Construction's BIG Technology Problem, Drones & the Future of Jobsites

48 min

Which construction tech is the industry wasting money on? We put that to Stuart Drahota at DPR Construction and he didn't dodge it: progress tracking and deviation analysis. In his words, "we're not quite there yet." His reasoning: there's a real gap between what project teams expect from these tools and the effort it takes to make them work on a live job. Agree, or are we being too harsh?  We also got into: The digital dig board his team is now piloting across 15 DPR projects  Why he thinks progress tracking isn't quite there yet  The Sharpie layout robot DPR patented in 2013 and later licensed to Dusty Robotics  The one tool he'd keep if the whole tech budget vanished Full Episode live on Youtube and Spotify. Link in comments. #constructiontech #realitycapture #aec #construction #bricksandbytes Chapters 00:00 Intro 00:55 Introduction to Stuart Drahota and DPR Construction 03:07 Innovation Metrics and Impact in Construction 04:43 Technology Adoption and Challenges in Construction 08:23 The Digital Dig Board: Enhancing Job Site Communication 13:56 Reality Capture and Drone Technology in Construction 17:23 ROI of Drone Technology and Its Applications 20:25 Common Reasons for Technology Failure on Job Sites 20:57 Sponsors 24:48 Embracing Failure as a Learning Tool 25:38 Winning Support for Technology Adoption 27:34 The Evolution of Layout Technology 29:46 Building a Technology Roadmap 32:22 The Role of AI in Construction 35:32 Innovations in Robotics 39:09 The Future of Construction Technology 45:07 Advice for Newcomers in Construction

Autodesk’s New AEC Leadership, Schneider’s $22.6B PTC Deal, AI’s $4.2T Revenue Challenge & Construction Conferences

51 min

Startups are paying thousands for AEC conference booths and asking what they actually got for it. AEC conference season is here, and almost nobody we talk to is coming home from these events happy. On this week's Bricks, Bucks & Bytes, Dustin told us where Ediphi's event budget is going next year:  "I don't think we're gonna be spending money on these conferences." Also on the episode: • Why startups are skipping booths for side events and hyper-local customer hosting • Autodesk promotes its Media & Entertainment lead to EVP of AEC • Schneider Electric buys PTC for $22.6B in cash • Data centre planning slows while institutional work grows, and the $4.2T question hanging over AI infrastructure • Andrés Mitnik, CEO of Strong by Form (€5.8M Series A), on timber floors that compete with concrete • Alex Michalatos, CEO of Buildcheck ($12M Series A), on AI design review for GCs Is the big vendor conference still worth it, or is the side event the real event now? Episode out on Youtube and Spotify. Link in comments. #aec #constructiontech #bricksbucksandbytes #bricksandbytes Our Sponsors: Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.co Archdesk -  “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com Chapters 00:00 Teaser 01:23 Event season is here 02:18 How to survive conference season 05:57 Are construction conferences still worth it? 09:08 Autodesk's new head of AEC, Diana Colella 11:12 Schneider Electric buys PTC for $22.6B 17:01 Is data centre construction slowing down? 18:23 Is AI a bubble? The $4.2 trillion question 23:13 Help to Buy and the housing affordability problem 24:04 Strong by Form calls in from Berlin 24:24 Can wood replace concrete floors? 27:14 Timber vs concrete: the real cost comparison 31:08 Is mass timber sustainable? Reuse vs recycling 34:15 Why new building materials struggle...

AI Could Take 20% Off the Cost of a Building According to MIT. Here Is the Caveat.

19 min

This week’s briefing covers three things that landed in the same week and all point at the same uncomfortable gap between what AI promises and what it actually delivers. Suffolk, one of the biggest contractors in the US, published a white paper with MIT’s Center for Real Estate and MIT Media Lab this week. They took a real building, a 118,000 square foot multi-family block in San Francisco that finished in 2024 at 179 million dollars, and ran six AI levers across it simultaneously. Design automation, offsite manufacturing, permitting, scheduling, labour and subcontracting, and supply chain. The model took 28 million dollars out of 128 and seven months out of 30 on the construction phase alone. The unlevered return to the developer goes up by 5 to 6 percentage points, which the paper says can be the difference between housing getting built and housing not getting built at all. Then the authors themselves. The per lever gains come from early stage pilots and should be treated as directional rather than construction validated benchmarks. The six levers only compound if data flows between them, and the paper says that needs a shared data infrastructure layer the levers themselves do not provide. The practitioners in the room ranked robots last despite academic studies being the most optimistic about them, because the studies measure performance in controlled conditions and practitioners are pricing in what it costs to create those conditions on a live site. Suffolk calls its own model a first pass. The work to prove it runs in 2027. Then the market as it actually stands. Gardner and Theobald describe it as selective not cheaper. 69% of contractors say they are more selective than a year ago. MEP is the pinch point with 68% reporting tighter availability. In the US, contractors have absorbed roughly half the material cost rises from this year and JLL expects the rest to land in bids before year end. And on labour, UK right to work rules extended to the self employed and...

Why Construction Procurement Is Broken: The 15–20% Cost, AI Agents & The Future of Buying Materials

59 min

Can a CEO tell you what their company bought last year? In today's episode we have Eldar Sadikov, CEO of Field Materials. He says most contractors can't, and he estimates 15 to 20% of materials spend gets lost to the mess. Around 25 to 30% of purchases are will calls, bought on the fly with no planned buyout behind them He reckons 50% or more of contractors still pay suppliers by cheque His bar for a good CEO: "the CEO should be in the position to go and query this." Episode live on YouTube & Spotify. Link in comments. #aec #constructiontech #ai #bricksandbytes Our Sponsors: Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.co Archdesk -  “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com Chapters 00:00 Intro 00:48 Why Is Material Procurement Broken in Construction? 04:50 What Are the Hidden Problems Behind Construction Material Procurement? 09:05 How Much Do Material Procurement Issues Cost Construction Projects? 14:27 How Does the Construction Material Procurement Workflow Work? 16:22 Sponsor Message 24:36 How Does Field Materials Solve Construction Procurement Challenges? 34:59 Who Are the Key Stakeholders in Construction Procurement? 36:12 How Will AI and OpenClaw Change the Future of Procurement? 36:26 How Does Onboarding and Implementation Work for Procurement Software? 38:47 What Does a Day in the Life of a Project Manager Look Like With Procurement Software? 40:39 Who Are the Customers for Construction Procurement Software? 42:59 How Do You Measure ROI on Procurement Software in Construction? 46:43 What Role Will AI Play in Construction Procurement? 49:38 How Do You Evaluate Construction Procurement Software? 53:05 Why Do Procurement Software Implementations Fail? 56:57 Where Do Major ERP Players Fit in Construction Procurement? 1:00:48 What Is the Future of Construction Tech?

Accenture Just Entered Construction. Your Software Bill Is Moving to Per Token. And One 11 Billion Dollar Builder Stopped Innovating on Live Sites.

21 min

This week's briefing covers four things that landed in the same week, starting with a story about an intern, a spreadsheet and eighteen thousand snags. Gene Hodge is Vice President of Innovation at Mortenson, a family owned American builder with 11 billion dollars of revenue and the tenth biggest contractor in America. He started his career printing off punch list items and walking the site with a pen. Twenty three years later, someone still walks the site with a list. His answer to why is that the industry is structurally fragmented, and the way past it is trust, collaboration and simplifying what it takes to build. Mortenson's data centre built the industrialised way, with precast duct bank, prefabricated wall panels and as much made offsite as possible, uses half the on-site labour hours of a non-industrialised one. It took seven years of failures and a 90,000 square foot research and development facility to get there. On AI on site his answer was blunt. It is not making a big impact yet. Then your software bill. Alain Waha, Chief Technology Officer at Buro Happold, was at Autodesk University in Las Vegas and came away with one takeaway. The week was about how Autodesk plans to charge more. The shift he is describing is from per seat licensing to per token, paying for how much thinking the machine does on your behalf. His example is adding a floor in Revit. Today that takes a day of your time. Tomorrow the AI does it and the vendor charges accordingly. The question is whether you would know what you actually bought. Then the quickfire. Diesel hit two pounds a litre on Monday, a record, up 42 percent since January, adding roughly 590 million pounds a year to UK infrastructure costs. Accenture has launched a construction business, 5,000 people built from 11 acquisitions, aimed at owners of airports, grids, data centres and factories. Turner, Kiewit and AECOM have all reported unauthorised access to their systems since July, and 48 percent of construction firms said...

Autodesk’s Next Chapter: Design to Operations, AI Pricing, Miter’s $40M & Kuro’s €10M

1 hr 3 min

Autodesk now runs from the first sketch to the maintenance ticket. So who is left to compete? We got back from Autodesk University and put that question to three people this week: Connor Watumull on Miter's $40M Series B, and why payroll was the way into the whole contractor back office. Lea Scherer on Kuro's €10M seed, and how a two year old startup ended up working with Goldbeck and Hochtief Infrastructure. Alain Waha, CTO of Buro Happold, on why AI could push software bills up from here. Episode is live! #aec #constructiontech #ai #bricksbucksandbytes #bricksandbytes Our Sponsors: Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.co Archdesk -  “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com Chapters 00:00 Intro 01:12 Autodesk University 2026 recap 02:45 Autodesk's plan to own design, construction and operations 04:49 Can startups compete with Autodesk? 07:23 Most internet traffic is now AI bots 08:49 Miter raises $40M Series B 11:15 What is Miter? Construction payroll and workforce software 14:01 Why construction payroll is so hard 16:28 From payroll to field operations and safety 19:04 How construction software startups win customers 20:37 Replacing the construction Franken Stack 22:08 Kuro raises €10M seed for AI for general contractors 23:12 How AI reads construction documents and tenders 26:01 Why Kuro targets Europe's biggest general contractors 28:22 How AI startups stay defensible against ChatGPT 33:09 Building construction tech in Europe vs the US 34:12 Kuro's growth and hiring plans 38:11 Jevons paradox: why software keeps costing more 38:37 Can Autodesk be disrupted? 39:53 Why construction is slow to adopt new tech 41:57 Why switching away from Revit is so hard 43:47 AI as a generational shift in design 46:04 Will AI replace Revit? Snaptrude, Motif and AI design tools 48:11 Shoul...

Inside Mortenson’s $10.8B Business: The Bet on In-House Innovation | Gene Hodge

45 min

A few years ago, Mortenson's own leadership group told them they were treating innovation "kind of like a hobby". This year they're No. 10 on ENR's Top 400, running a 90,000 sq ft R&D facility and about to launch a joint venture with Goldbeck. So we asked Gene Hodge, their VP of I4 and Innovation, how he proves the ROI on all of it: "I think anyone asking what's the ROI on innovation is not interested in innovating, most likely." CFOs, we'd love to hear you push back on this one. #construction #constructiontech #aec #ai #bricksandbytes Our Sponsors: BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.co Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.co Archdesk -  “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com 00:00 - Teaser 00:43 - Intro 01:36 - Who is Gene Hodge & Mortenson Overview 02:31 - Quick-Fire Questions: Builder vs Technologist 03:10 - Sponsors 06:19 - Is Most Construction Tech Worth the Money? 06:49 - How Has the Jobsite Changed Since 2005? 07:43 - The Reality of AI on the Construction Site 08:29 - Autonomous Equipment & Robots in 5 Years 09:30 - What Actually Moves the Needle on Projects 10:04 - Mortenson's In-House R&D & Innovation Spending 11:39 - Data Sovereignty: Which Tech Mortenson Refuses to Buy 12:33 - Goldbeck Joint Venture & Industrialised Construction 14:57 - Real-Time Jobsite Visibility vs Manufacturing 16:03 - Standardisation vs Bespoke Client Architecture 17:27 - Data Centres & the Hyperscaler Effect 18:56 - Industrialised Construction Across Resi & Defence 21:19 - Day-to-Day Role & The ROI of Innovation 23:04 - 30 Years After VDC: Why Has Productivity Stagnated? 25:35 - Lessons from 2003: 18,000 Punch List Items on Paper 28:29 - Precast Duct Bank Innovation 30:24 - Building a Corporate Culture of Innovation 32:38 - BLUve...

Autodesk Just Closed the Loop From Design to Operation. The RFI Is Being Erased. And the Master Builder Is Coming Back.

13 min

Autodesk Just Closed the Loop From Design to Operation. The RFI Is Being Erased. And the Master Builder Is Coming Back. This week's briefing comes straight from Autodesk University in Las Vegas, the biggest technology conference in the AEC industry, where Owen was invited as part of the media and analyst cohort. Three things stood out above everything else. First, agents. Autodesk showed agents checking submittals against specifications, comparing subcontractor bids against scopes of work, and tracing the impact of a single RFI through a building model and into the project schedule. But the more important point came from Andrew Anagnost, CEO of Autodesk. He said the agents will get so smart that the whole concept of an RFI gets erased over time. His aim is to spot the problem while the design is still being made so the RFI never happens. His line on what comes next was direct. Transparency is coming for AEC whether AEC likes it or not. The catch, and it is the same one we keep coming back to, is that every demo on that stage worked because drawings, model and schedule all sat in one connected place. Most firms listening to this are not there yet. Second, the platform war. In a live keynote demo a planner, an architect and a civil engineer each worked on the same project from one set of data, carried all the way through from design into construction. That is Autodesk Forma's core argument against Procore. If the design already lives in Autodesk, why move it somewhere else to manage the build. The MaintainX acquisition for 3.6 billion dollars closes the final gap. Design in Autodesk, build in Autodesk, operate in Autodesk. Once an owner is on the platform they can mandate it across their entire supply chain. Several Procore customers at the event said they were looking at making the switch. Third, the master builder. Anagnost said Autodesk set out over a decade ago to automate the making of the model and they are very close. His line was that the act of creating a mod...

Is Your Construction Data Ready for AI? | The Blueprint for Contractors

38 min

"My data is too messy for AI." We hear it on almost every call. Barry Chiu thinks it's the wrong way round. Consider this a contractor's guide to data and AI. Nobody has clean data at the raw level. Not one contractor. You can't know how bad yours is until it's all in one place and you can put the systems side by side. When you find that job numbers don't match across two systems, that's your first win, not a setback. His line on it: "you're already a step ahead of a lot of people, because people are not even aware of how bad the data is." Waiting until your data is clean means waiting forever. In today's episode of Bricks & Bytes, we sit down with Barry Chiu, CEO and co-founder of Kroo, to unpack why the obsession with "clean data" is holding contractors back from using AI. Full episode out on YouTube and Spotify! Link in comments. #construction #constructiontech #ai #aec #bricksandbytes Our Sponsors: BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.co Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.co Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com 00:00 Intro 01:12 How the company grew and where it is now 03:39 What AI actually does in construction tech today 06:54 Why construction data is useless without context 09:13 Connecting data across your project systems 10:08 Sponsors 13:09 Real customer examples of unified project data 15:33 Why construction data management is so hard 18:05 AI readiness: what you need in place first 23:24 How to build a strong construction data foundation 24:37 Data permissions and security in construction software 26:24 Should you use third-party data tools? 28:41 Why subcontractors are winning with tech 29:59 Data sovereignty and competitive advantage explained 31:07 How to get real value out of your dat...

Three Central Banks, 20 Months of Contraction, and an AI That Just Built a House From a Text Prompt.

23 min

This week's briefing covers three things landing in the same week that construction leaders need to understand before they plan anything for the rest of the year. First, interest rates. The European Central Bank raised rates for the second time this year on the tenth of September, to two and a half percent, with markets now pricing more than three further rises over the next twelve months. The US Federal Reserve decides on Wednesday the sixteenth, with traders putting the chance of a rise at around seventy percent. The Bank of England decides the day after, and is expected to hold at three point seven five percent. A hold is not a cut. The scheme that only works if rates come down is still waiting. And the thing pushing rates up, energy, is the same thing pushing material costs up. Construction takes the cause and the cure at the same time. Then the numbers. UK construction has now shrunk for twenty consecutive months, with housing falling to its weakest reading in August. Eurozone construction has contracted for fifty two months in a row, with France posting its steepest fall since lockdown. In the US, the chief economist at Associated Builders and Contractors said the increase in non-residential spending in July was entirely due to data centres. Take them out and non-residential is at its lowest since September 2023. One type of building is holding up the entire market on both sides of the Atlantic. Then OpenAI released a model called Astra on the third of September. In the launch demos it opened a 3D modelling tool, built a house, and exported it into a game engine you could walk around in. It rebuilt the Palace of Fine Arts in San Francisco overnight from old drawings and photographs. A post on LinkedIn this week asked the question nobody has a clean answer to yet. If the model can produce the design, what is the architect for? The comments split five ways, and none of them are comfortable. Drop your answers to this week's questions in the comments of this week'...

The Human Extinction by AI Debate, OpenAI's Astra Model, $616M AEC Funding & Why AI Data Centers Fuel Inflation

48 min

Anthropic's own alignment lead says there's a greater than 10% chance AI kills us all within a decade. He was backing up a researcher who'd just quit the company over exactly that. On this episode of Bricks, Bucks & Bytes, we read the entire doomsday scenario out loud: the data centres, the autonomous research, the whole thing. Then we picked it apart. Martin's take: it's a fairy tale that conveniently justifies more regulation. Dustin's take: the AI can't even build its own infrastructure without us, so who's actually building the robots to run it?Bernie Sanders wants to ban superintelligence outright. Anthropic's own safety lead admits nobody has a plan to stop it either way. Full breakdown in the episode.. #ai #bricksbucksandbytes #constructiontech #bricksandbytes Chapters 00:00 Intro01:16 AI Extinction Risk: Are We Really in Danger? 04:19 How AI Could Actually Wipe Out Humanity 07:18 AI vs Architects: The Commoditization Threat 10:18 Can AI Ever Be Truly Creative? 13:11 AI, Laziness and the Erosion of Critical Thinking 16:12 OpenAI's Astra: Designing Full Homes with AI 27:38 $616M Funding Boom in AEC Startups 30:34 Why Foundational Models Threaten Construction Startups 33:17 VCs Pile Into Physical AI and Robotics 35:57 Europe's Construction Industry in Freefall 37:50 Rising Interest Rates Crush UK Housebuilders 41:25 AI, the Fed and the Next Economic Crisis 44:50 Apple's $2,000 Folding iPhone Verdict 🎧 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/Our Sponsors: BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.co Aphex is the multiplayer planning platform where construction teams...

How A Specialty Contractor Became A ConTech Investor | BarrierCube Ventures, Track3D, and the CFO's Vendor Test

49 min

"I think what dies is when you have someone show up and they don't actually understand the problem they're solving and they can't relate to a builder." That's Brett Dahmer, CFO of Performance Contracting Group, on what actually kills a vendor pitch inside a 60+ office, employee owned specialty contractor. We sat down with Brett for a rare finance side view of ConTech decisions. He walked us through: BarrierCube Ventures, PCG's own venture arm, and why a contractor started writing cheques into startups The Track3D investment, and what happens when you're both a startup's investor and its biggest customer The line KP Reddy gave him early on that he still uses to size up every founder Brett's quick fire answer on ROI in construction tech is worth the listen alone. A vendor once quoted him a figure for a company he knows personally, and it didn't hold up. Full episode live on Youtube and Spotify. #aec #bricksandbytes #construction #constructiontech #vc Our Sponsors: BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.co Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.co Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com Chapters 00:00 Intro 01:00 Introduction to Brett Dahmer and Performance Contracting 03:53 The Role of Technology in Construction 08:51 Establishing a Venture Arm: Barrier Cube Ventures 11:30 CFO Perspectives on Technology Investments 17:19 Investing in Track Free D: A Case Study 22:43 The Dual Role: Investor and Customer 26:19 Challenges in Selling Technology to PCG 26:49 Understanding the Pain Points in Problem Solving 28:01 The Importance of Humility in Innovation 29:57 Navigating Technology Implementation in Construction 33:12 Consolidation of Technology for Efficiency 35:13 Exploring Robotics and Automation in Construction 3...

Unusual Partnership Between Two GC's Signals the Future of Construction

21 min

This week's briefing covers three shifts reshaping industrial construction, supply chain efficiency, and margin health on the ground. For decades, European legacy builders insisted you couldn't make adequate margins delivering whole buildings from start to finish. Now, German construction powerhouse Goldbeck is breaking into America through a massive joint venture with Mortenson, bringing 24,000 shared staff to deploy serial, Lego-like prefabrication across US jobsites. The timing isn't accidental: hyperscalers building the world's largest AI data center campuses are actively squeezing contractors, demanding identical scopes of work for 20% less capital. Next, the fatal flaw in construction productivity. On complex mega-projects, 40% to 50% of the budget no longer goes to labor or raw materials—it is entirely eaten up by the compounding overhead of managing project complexity. Contractors are drowning in hundreds of disconnected software point-solutions that function as expensive band-aids, creating busywork while failing to budge the profit-and-loss sheet. Finally, re-engineering the labor equation. Industry veterans argue that true productivity isn't about software efficiency, but standardizing demand so supply can finally scale. Cutting runaway project management complexity in half could instantly free up the capital contractors need to invest directly in trades, boosting wages and genuinely reversing the chronic craft labor shortage. Drop your answers to this week's questions in the comments of this week's LinkedIn post.

Why Software Costs Rise but Productivity Doesn't, Solow Paradox Explained & How OpenAI Agents Breach Hugging Face

59 min

700 AI agents hacked Hugging Face. They built a secret notice board inside OpenAI's own infrastructure, swapped over 70,000 messages on it, split the work between them and then tried to cover their tracks. The headlines called it a warning shot for humanity. So we asked two people who actually deploy this stuff inside construction what it means for us. Alain Waha, CTO at Buro Happold: "It's PR gold and it's sales gold." Dustin DeVan, CEO at Ediphi: "I think that there's probably a bit of fear mongering." Their view: the vendors who created the agents now get to sell you agents to defend against agents. Convenient. The part that should actually bother a contractor is smaller. The agents got in using leaked passwords they found online. Count how many logins your project teams hold across estimating, PM, document control and the rest. That is the exposure. And then the flip side, which is where the episode gets interesting. ✅ An agent with infinite time will read a six week bid pack more completely than any human ever has (Alain) ✅ Preconstruction is a capital allocation equation, and most of the industry still treats it as "ingest a design and price it" (Dustin) ✅ Give an agent the wrong goal and it cheats. Give it the right one and it finds the complexity in your design that never needed to be there Jake Olsen from Stratus joins for the second half on why data centres are forcing MEP contractors to become manufacturers whether they like it or not. Full episode live on Youtube and Spotify. Link in comments. #bricksbucksandbytes #constructiontech #ai #aec #construction Our Sponsors: BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.co Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.co Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com Ch...

Boldt VP: The Labour Shortage Is Not Construction's Biggest Problem

59 min

"If you're considered a feature, you're dead." Klas Berghede has spent nearly twenty years at Boldt, a 100% employee owned contractor that has been building since 1889. We asked him whether there is still room for point solutions in construction tech. He said the door is closing. Adoption of AI across the industry is high. Measured improvement is close to zero. McKinsey's latest numbers back him up. Klas reckons roughly half the cost of a complex American build is no longer labour or material. It's the coordination around it. The near term winners will own a whole workflow end to end, not one clever step inside it. Half of ConTech will hate this. The other half already knew. In this episode of Bricks & Bytes, Klas argues that construction has an addiction to solving complex problems with complex solutions, that the industry starts every project from scratch and expects to improve anyway, and that the labour shortage is not the biggest problem we have. Episode out on Youtube and Spotify. #bricksandbytes #bricksbytes #aec #constructiontech #aiOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comChapters00:00 Intro01:10 Quick-fire round02:10 Construction's addiction to complex solutions03:33 Who is Bolt? 135 years, employee-owned, self-performing05:32 Inside the data center boom08:55 Data centers and rebuilding the power grid11:12 Inelastic buyers and the scramble for equipment14:45 What industrialized construction really means20:07 The 80/20 rule and the industrialized continuum24:04 AI: better, or just busier?29:13 Workflows over data, and the "definition of insanity"34:16 Why doesn't the whole industry go industrialized?38:24 Is...

Site Layout Faceoff, Chinese Hardware Warning, and Largest US Contractor Breached as AI Ransomware Hits Machine Speed

24 min

This week's briefing covers three shifts reshaping jobsite technology, supply chain security, and risk on the ground. For five thousand years, construction has relied on chalk lines and measuring tapes to decide where walls go. While robotic total stations arrived twenty years ago, adoption has stalled near 16%. Now, layout automation is splitting into two clear approaches: printing robots that paint permanent lines and text directly on the slab, and optical projectors that beam designs onto floors, walls, and ceilings. Early data shows the value isn’t just labor reduction—it comes from re-sequencing the job. In one hospital build, setting full layout in a single pass let mechanical contractors work ahead of framers, cutting schedule risk and saving $2.5 million. Meanwhile, vendors are pivoting to outcome-as-a-service models rather than pure hardware sales. Next, the pricing shock in physical AI. At the World Humanoid Robot Games in Beijing, Chinese models demonstrated sub-$10,000 price points—with the Unitree R1 starting near $5,900—compared to US equivalents estimated near $250,000. But cheap hardware comes with hidden supply chain dependencies and security exposures. Chinese brands already account for roughly 97% of the commercial construction drone fleet, which now faces looming regulatory freezes, tariffs, and potential data-sharing liabilities on secure sites. Finally, the target on your digital infrastructure. Construction has surged to become the fourth most-targeted industry for ransomware, with 22 distinct cybercrime groups hitting contractors in Q1 alone. Last week, America's largest contractor, Turner Construction, disclosed a breach compromising thousands of personal files and project records. The threat landscape is shifting rapidly: autonomous, AI-driven agents are now conducting reconnaissance and executing automated attacks at machine speed, rendering traditional human-speed incident response obsolete. Drop your answers to this week's question...

Bill Gates Warns On Robots By 2030, Meta's AI Wrote 220% More Code And Shipped Almost Nothing, Meta's $18B Settlement, & The First Software Tax In California History

53 min

Bill Gates says robots will take construction jobs by 2030. Dustin DeVan offered to bet his entire net worth against it. In this episode of Bricks, Bucks & Bytes, Owen, Dustin and Martin pull apart the 6,000 word essay Gates published this week and ask the question nobody in construction wants to answer out loud: if AI is making everyone so much more productive, why has nobody's headcount actually gone down? What they get into: Why Bill Gates thinks construction and hospitality roles shift to robots by 2030, and why the panel thinks he's wrong Meta's own internal numbers: code changes up 220%, features that reached users up just 36%, security incidents up 40% The Architecture Billings Index at 46.6, the longest slump since records began in 1995, and what it says about 2027 California's new sales tax on software and what it does to the cost of running a business #aec #construction #tech #contech Our Sponsors: BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.co Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.co Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com Chapters 00:00 Intro 01:00 Why AI Job Loss Predictions Keep Missing 01:49 Bill Gates AI Essay Explained: Which Jobs Disappear First 03:48 Can AI Hack Real Systems? Gates on Cybersecurity Risk 06:37 Will Robots Replace Construction Workers by 2030? 09:35 AI Companions and Teen Mental Health: The 72% Problem 12:14 Meta $18 Billion Settlement: What It Means for TikTok and YouTube 17:38 California SB 122: The New Sales Tax on SaaS 28:30 Why Free Government Services Are Never Free 30:40 Will Businesses Leave California Over Taxes? 31:21 Architecture Billings Index 46.6: The Longest Slump on Record 35:08 Data Centers vs Everything Else: The Construction Split 41:40 How to Hire Software E...

Robots vs Laser Projection: Who Will Win Construction Layout?

1 hr 10 min

Four founders competing in construction layout walked into the same room.Nobody expected them to agree on much.But across the conversation, all four revealed the same thing about who they are really up against.Not each other.Tessa Lau, CEO and co-founder of Dusty Robotics: “Pretty much our biggest competitor is chalk lines and measuring tape.”William St-Pierre, CEO of Mechasys: “Our biggest competitor today is like DeWalt or Milwaukee with their tape measures.”Tomer Elran, co-founder of LIGHTYX: “They are not transferring from one technology to the other. They’re transforming from almost zero technology.”Derrick Morse, founder and CEO of Rugged Robotics, on HP entering the category: “HP has a marketing machine and a budget that I can only dream of. So for them to enter the race and to participate, I think is a net net win for everyone.”Eight rounds. Sixty-second answer caps. No slides.They debated accuracy, distribution, union adoption, capital, robots versus laser projection and whether construction layout could become a winner-take-all market.It took us more than eight months to get these four founders into the same room.Huge thanks to Christian Reed, founder and CEO of REEKON Tools, for moderating and to Tessa, Derrick, William and Tomer for taking part.#bricksandbytes #construction #constructiontech #constructionrobotics #aec**Chapters**00:00 Intro01:00 Why Construction Layout Is Ready for Automation02:51 Meet the Four Founders Competing for the Floor05:44 Chalk Lines, Tape Measures and 5,000 Years of Habit08:50 Debris, Dust and the Mess Nobody Plans For11:37 The $18M Hospital That Reportedly Saved $2.5M14:49 HP Entered the Market. Its Rivals Welcomed It17:41 Sub-Millimetre Accuracy or Simplicity?20:57 What Happens When the Model Meets the Slab23:59 Getting Contractors to Use the Technology26:31 Who Should Own Layout: The GC or the Subs?29:35 From Union Resistance to Training Programmes32:33 Four Founders on What Drives Adoption36:12 Why Rugged Sends Its Own Ope...

The Problem With AI in Construction Is “99% Have No Clue” | HoloBuilder Founder on BuildCrew, Digital Interns and the Future of Estimating

59 min

“We never use the word AI anywhere. You’re saying we’re an AI company, not me.” Mo Akbari-Hochberg built HoloBuilder and sold it to FARO. Now he is back with BuildCrew, a preconstruction platform backed by Khosla Ventures that uses digital workers to help contractors with estimating, trade scoping, bid levelling and preconstruction RFIs. In this episode, Mo explains why he believes 99% of construction AI teams do not properly understand the technology they are building with, why access to the same AI models does not produce the same results and what contractors should look for when buying AI software. We also discuss how BuildCrew can produce a rough order of magnitude estimate in 4 to 5 hours, compare 10 electrical bids in around 20 minutes and identify gaps across construction drawings and project documents. 🎥 Link in comments. #BricksAndBytes #ConstructionAI #ConstructionTechnology #Preconstruction #ConstructionEstimating Our Sponsors: BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.co Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.co Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com Chapters 00:00 Intro 01:00 How Mo Built a Startup: Founder Story 03:27 How to Build a High-Performing Team 05:30 AI in Construction: The Complete Breakdown 08:13 What is an AI Digital Intern? 11:16 BuildCrew AI vs Traditional Construction Tech 14:09 UI/UX & Reliability in B2B SaaS 16:33 Biggest Pain Points in Pre-Construction 19:29 High-End Residential Construction Challenges 22:23 Scaling Beyond Luxury Homes to Commercial 24:44 Customer Feedback & Product-Market Fit 28:54 How BuildCrew AI Saves Time on Site 31:02 Scaling Your Core Startup Team 34:19 Startup Hiring Strategy: Attracting Top Talent 35:58 Biggest Founder Mistakes & Lessons Learned 37:10 H...

$2 Billion Into Self-Driving Construction Machines in 5 Weeks, Housebuilders Down 12.4%, and the Data Centre Boom Just Hit a Wall That Isn't Money or Power.

24 min

This week's briefing covers three things that landed in the same week and all point at the same question. Where is the work going next. In the last five weeks more than two billion dollars has been poured into construction machines that drive themselves. TerraFirma raised 115 million. Travis Kalanick, the man who founded Uber, raised 1.7 billion for Atoms, which includes an autonomous mining division. Komatsu signed a partnership to put autonomous bulldozers and excavators on American jobsites. And Bedrock Robotics, who regular listeners will remember from our Texas site visit, announced fully autonomous excavators working on live customer sites in Nevada and Texas. But this is not one market. There are five distinct business models in play, and they do not all sit on your side of the table. One of them is bidding against you for the same earthworks contracts. Then the reason all this money is chasing machines in the dirt. Travis Kalanick put it simply. Manufacturing changes atoms, real estate stores them, transport moves them. Uber was the network layer for moving things. His new company is building the same thing for entire industries. Construction sites may be where AI learns to understand the physical world, and every hour an autonomous machine works it is banking data that no lab can buy off a shelf. Then the two numbers that matter for your order book. American housebuilders dropped 12.4% in July to their weakest level since November 2022. The strange part is that permits went up 5% to 1.44 million. Builders are paying for permission and refusing to break ground. That is them telling you in the clearest language they speak that they do not trust demand at today's prices. And the work that has been filling the gap, data centres, hit a new kind of wall this week. Not money. Not power. Votes. Fort Worth voted unanimously to pause new data centre construction. Louisville voted 24 to 1 to pause approvals for six months. New York already has a statewide freeze in...

The Excavators Operating Without Drivers, Gravis Robotics’ $200M Round & Physical AI’s Breakout Week

53 min

We spoke to Kevin Peterson this week. He runs the tech at Bedrock Robotics. He told us their control room "looks like StarCraft, actually." You click on an excavator on a screen and give it a job. Then it just digs. Nobody sitting in it. This went live on real customer sites on Monday. The same day, a company called Gravis Robotics got $200 million from SoftBank. We asked Kevin about the timing. Nobody seems to know. Full chat with Kevin and Alain is out now on Bricks Bucks and Bytes. #bricksbucksandbytes #bricksandbytes #aec #constructiontech #ai Our Sponsors: BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.co Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.co Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com Chapters00:00 Intro 00:55 Construction Autonomy's Biggest Week04:25 Bedrock Robotics Goes Fully Autonomous + Gravis $200M SoftBank Round06:54 Why Autonomous Machines Took 25 Years to Arrive09:52 How Waymo Technology Made Jobsite Autonomy Possible12:50 What Does Fully Autonomous Actually Mean?16:06 Who Is Investing in Construction Robotics (SoftBank, CapitalG, NVIDIA)18:59 Autonomous Excavation vs Excavators: The Real Market22:01 Kevin Peterson Interview: No Driver, No Operator, No Oversight24:48 Bedrock vs Gravis: The Autonomy Race Heats Up28:01 Self-Driving Cars vs Construction: Which Is Harder?31:42 How Autonomous Excavators Handle Safety on Site33:39 Training an Excavator Like an LLM: Physical AI Explained36:44 Orchestrating Machine Fleets on Construction Sites39:10 Why Construction Sites Break Self-Driving Logic44:33 World Models, Procore DroneDeploy Deal & AI Consolidation51:16 Will AI Replace Construction Consultants?

The GC That Built Its Own Procore | Colin Stoner, Novo Construction

48 min

"Don't build. It's that simple." Strange advice from a man who built his own Procore.In 2011, Novo Construction evaluated Procore and walked away. They built Sentinel instead, their own system of record. Fifteen years later, Colin Stoner (Chief Innovation Officer, 22 years at the company) told us why that call made them AI ready before most of the industry had a data strategy. The catch in his advice: build only if your team has total buy in. Without it, don't start. ✓ Every AI build at Novo starts with one question: "What do you hate about your job?" ✓ RFIs drafted by AI trained on more than a decade of their own writing ✓ Claude Code in use every day. His word: "religiously" ✓ Headcount untouched. His goal, verbatim: "same headcount, more revenue, more projects" #bricksandbytes #bricksbytes #aec #constructiontech #ai Chapters 00:00 Intro01:00 Introduction to Colin Stoner and Novo Construction 04:02 The Role of AI in Construction 07:01 Technology Evolution in Construction 10:07 Challenges in Construction Technology Adoption 12:57 Building Technology Internally vs. Buying 16:00 The Sentinel System: Overview and Benefits 19:07 AI Integration and Future Prospects 22:06 Advice for Companies Considering Internal Development 27:11 Streamlining Certificate of Insurance Tracking 29:18 Revolutionizing RFI Processes with AI 33:03 Enhancing Project Management with AI Tools 35:20 Navigating External Tech Solutions 39:52 Challenges of Tech Sales in Construction 42:57 Preparing for AI Integration in Construction 46:24 The Role of AI in Workforce Dynamics 47:34 Maintaining Human Touch in Construction CommunicationOur Sponsors: BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.co Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.co Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to...

88% of Contractors Are at Their Lowest Backlog Since Lockdown. The Other 12% Have Never Been Busier.

24 min

This week's briefing covers three things that landed in the same fortnight and point in the same direction. First, a closed room in central London. The CTO of DPR Construction, a 14 billion dollar US contractor, sat around a table with tier one contractors, engineers, investors and founders. The consensus was uncomfortable. The biggest clients on the planet are telling their supply chains to price on outcomes instead of hours, and to expect that price to fall every year. Nobody in the room, client side included, had a working answer for what replaces the hours model. The near term AI pressure lands in the back office first, not on site. The people best placed to rethink how this industry works are the exact ones pinned to the most lucrative projects, with no time to look up. Then the numbers. The Associated Builders and Contractors survey puts the average US contractor backlog at eight months flat, the lowest since January, down across every region, every sector and every company size. The 12% of contractors holding data centre work are sitting on 11.4 months of runway. The other 88% are at 7.5. That gap went from two and a half months in June to 3.9 months in July. Fluor, one of the biggest engineering and construction firms on earth, saw its shares jump 17.4% in a single day for saying the better money sits one layer below the boom, in power, on contracts where someone else carries the risk. Then open weight AI. Meta and Nvidia both released open weight models this week. The cost of running these models has fallen from 30 dollars per million tokens in 2023 to fractions of a cent today. Gartner projects costs fall another 90% by 2030. The firms selling AI tools built on top of someone else's model are about to get squeezed out. The construction firms that win are the ones that take their own project data, the one asset the big labs cannot get anywhere else, and train on top of it. Not your weights, not your product. Drop your answers to this week's questions in...

AI Price Collapse, Data Center Boom, Japan 1989 Warning, & Why Corporate RFPs Are Broken

58 min

"The US is dangerously close to the brink of being Japan 1989." That is not a hot take from a doom account. That is Patric on this week's Bricks, Bucks & Bytes, laying out why asset overvaluation in private markets and infrastructure has him worried about stagflation. On this episode: ✅ Why data center contractors are sitting on 11.4 months of backlog while everyone else has 7.5 ✅ The AI productivity story corporate America still cannot prove with real numbers ✅ Why the construction RFP process is fundamentally broken, and who is actually responsible for it ✅ What Meta's new partnership with North America's Building Trades Unions means for the data center buildout Dustin DeVan put it plainly: "You can't now build a project that much cheaper." Where do you land? Are we in a two speed economy that eventually corrects, or is this just what infrastructure spending looks like now? Tell us why we're wrong. #bricksandbytes #bricksbytes #bricksbucksandbytes #aec #construction #constructiontech #ai #vc Our Sponsors: BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.co Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.co Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com Chapters 00:00 Intro 01:08 Welcome Back and Personal Updates 03:43 Exploring Proto Town and Bedrock Robotics 06:41 Travel Frustrations and Unexpected Adventures 09:30 The Concept of Proto Town in Europe 12:12 AI Price Collapse and Economic Implications 14:58 Data Center Boom and Its Effects 17:31 Market Dislocations and Construction Industry Insights 19:51 Interest Rates and Economic Perspectives 22:50 Potential Risks and Future Predictions 25:39 Final Thoughts on Economic Trends 30:38 Understanding Time vs. Cost Savings 32:07 The Role of Technology in Construction 33:36 Owners an...

Crewline Raised $7.1M to Put an Autonomous Roller on Every Construction Site in America

38 min

"Everybody thinks that autonomous heavy equipment is commonplace, whereas in fact the adoption is basically zero." Frederik Filz-Reiterdank said that to us from the operator's seat of an autonomous roller, on a live chip fab site in upstate New York, with his dozers and dump trucks working away behind him. His company, Crewline AI, raised a $7.1M seed earlier this year led by Initialized Capital and Nebular to automate the machine operators hate driving. What we got into: ✅ Why the roller is the wedge for construction autonomy, and why the excavator falls last ✅ A retrofit kit that turns a standard drum roller into a self-driving one in under an hour ✅ Selling a "virtual roller operator" instead of renting out a robot ✅ The four month insurance grind nobody warns robotics founders about ✅ Why 95% of candidates are disqualified the moment they hear about the forward-deployed lifestyle Full episode now live on YouTube and Spotify. #bricksandbytes #bricksbytes #bricksbucksandbytes #aec #construction #constructiontech #ai #vc Our Sponsors: BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.co Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.co Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com Chapters 00:00 Teaser 01:00 Introduction and Context of the Conversation 03:43 Autonomy in Construction: Current State and Misconceptions 09:21 Choosing Rollers: The Perfect Wedge for Automation 11:47 Understanding Pain Points in Construction 14:55 Business Models: Robotics as a Service vs. Outcome-Based Pricing 18:49 Deployment Strategy for Autonomous Rollers 21:00 Insurance and Liability Challenges 22:09 Building Trust with Customers 24:45 Overcoming Skepticism in Construction 27:49 Future of Automation in Construction 32:10 First Steps for Contract...

$45B AI Fund Collapse, S&P Hits $70 Trillion & 0.1% GDP Reality | Can Markets Still Crash?

37 min

A 4x levered AI fund handed its entire public book to Citadel. The S&P 500 crossed $70 trillion days later. And somewhere in the middle of all that, Patric put a date on the next one: "We're 15 months away from that Palantir moment, 100%." Physical automation. His argument: Asia already won the hardware game, so the money is with whoever actually deploys the machines. Which, quietly, is a contractor business. Dustin doesn't buy the humanoid hype. Martin wants to know who gets hurt when the music stops. New Bricks, Bucks & Bytes out now. #bricksandbytes #bricksbytes #bricksbucksandbytes #aec #construction #constructiontech #vc #ai Our Sponsors: BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.co Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.co Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com Chapters 00:00 Teaser 01:00 The AI fund that had to sell everything 04:04 Who is Leopold Aschenbrenner? 06:54 The S&P 500 hits $70 trillion 10:04 Without data centers, GDP is barely growing 13:04 Can regulation actually stop a crash? 15:53 Why the market might never crash again 24:34 Nobody is funding the physical economy 25:53 Asia won robot hardware. The Palantir moment is next 31:04 Tax the robots, retire at 55 34:39 Retraining workers for the robot economy

Versatile’s $100M Lesson, Why AI Wrappers Are Dead and the Scope Gaps Killing Contractor Margins

54 min

We asked Scoreboard AI's Charles Ma what the single most expensive mistake contractors make at buyout is. His answer:"Outsourcing their understanding of the project to their trade partners."Charles was employee #1 at Versatile, one of construction tech's most well-funded bets (over $100M raised). Now he's building Scoreboard AI to fix a much quieter problem: scope gaps that get buried in project documents and don't surface until the crew is standing there waiting for a fix.In this episode we get into:- What Versatile got right, and where the product fell short of the ROI it promised- Why Charles thinks "AI wrappers are dead" in preconstruction- How hard bid, GMP, and design-build buyout processes each create their own scope gap risk- Why Scoreboard has deliberately stayed away from flashy fundraise announcementsFull episode is live on Bricks and Bytes Youtube Channel#bricksandbytes #bricksbytes #aec #construction #constructiontech #ai #vc Chapters 00:00 - Teaser 01:00 - Quickfire Round 02:32 - Inside Versatile: the early days and the Chase Center project 09:27 - Is construction tech overhyped or underhyped right now 11:10 - Why Scoreboard has avoided the flashy fundraise playbook 16:43 - The perverse incentives of VC-backed construction tech 20:21 - Do "AI wrappers" win the current land grab 26:02 - Why Charles believes AI wrappers are dead 28:25 - What a scope gap actually is, and why it happens at buyout 32:55 - Hard bid vs. GMP vs. design-build: where the gaps creep in 36:50 - Measuring the real cost of scope gaps 41:51 - How Scoreboard AI actually works 43:21 - Show your work: building trust in AI outputs 48:59 - Pricing philosophy: running Scoreboard like a Costco 51:26 - Expansion beyond the US 52:41 - What's working in go-to-market right now 54:08 - Will AI ever run preconstruction end-to-endOur Sponsors: BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.co Aphex is the multiplayer planning platform where construc...

$785 Billion, Autonomous Excavators, and a New Landlord Called BlackRock.

18 min

This week's briefing covers three things that are already changing the shape of construction, one of them from a dirt road in Texas at 4am. Bedrock Robotics was founded by the team behind Waymo's driverless technology. They do not build new excavators. They take the ones contractors already own, fit them with sensors and a computer, and the machine digs on its own. This week we filmed a full documentary with them at Proto Town, a 12 acre test site near Austin where some of the most advanced hard tech companies on earth go to build things they cannot build anywhere else. The operator who has spent his career inside these machines watched one run without him and his answer was relief. The people closest to autonomous equipment are not the ones campaigning against it. The contractor running them on live sites across Texas today says productivity is up, revenue is up, and his crews are happier. Then BlackRock. On Tuesday Meta and BlackRock announced a $14 billion data centre campus in El Paso. BlackRock owns 80%. Meta leases its own building back, operates it, and manages the construction. Roughly 90 cents in every dollar is borrowed. Wall Street used to lend money to these builds. It is now the one that owns them. That changes who your actual client is on the biggest programmes in the market. And then the numbers behind the whole cycle. Over the past fortnight the four biggest data centre customers on earth all opened their books. Moody's tallied what six technology companies will spend on this build this year. $785 billion, heading for a trillion next year. Their word for it was unprecedented. When a ratings agency uses that word, it means they have never had to grade anything like it. The question is no longer whether the work can be built. It is who is paying for it, and whether they can keep on paying. Drop your answer in the comments of this week's LinkedIn post.

Procore’s $845M DroneDeploy Deal, Why Handoff Isn’t a Takeoff Tool and Construction Tech PR

1 hr 0 min

$845 million. In cash. That's what Procore just paid for DroneDeploy. We sat down and ran the actual cross-sell math on this deal, and it's a lot steeper than the headline number makes it loo We also got Handoff founder Dmitry Alexin on to talk about his AI estimating tool, and he was clear about one thing: "It's not a tool, it's not a takeoff tool." And PR consultant Kevin Ferguson told us what it actually takes to get a construction tech startup covered in the press. Spoiler: it's not just having a good story New episode's up. #bricksandbytes #bricksbytes #bricksbucksandbytes #aec #construction #constructiontech #ai #vc Our Sponsors: BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.co Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.co Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com Chapters 00:00 - Teaser 00:35 - Intro & Today's Agenda 01:02 - Procore Acquires DroneDeploy for $845M 08:55 - The Cross-Sell Math: Does the Deal Pencil Out? 16:28 - Dmitry Alexin (Handoff) Joins: Why Not Another Takeoff Tool 21:04 - Building H1: Assemblies, Pricing, and Computer Vision 32:58 - The Katerra Postmortem 41:04 - Kevin Ferguson Joins: The State of Construction Tech PR

How Palantir Became Cavanagh Construction’s Operating System | Joe Patrois

52 min

"Construction's never had a software problem. They've had an assimilation problem." That line from Joe Patrois stopped us mid-recording. Joe was there on day one when Palantir walked into Thomas Cavanagh Construction. Eighteen months later, the company runs its operations on Foundry, field adoption of their app sits at 97 percent, and Joe now leads product at Cavtera, a new service provider helping other contractors do the same. In this week's episode of Bricks & Bytes, we get past the Palantir hype and into the jobsite reality: * What "ontology" actually means for a contractor * Why they are stripping operations OUT of the ERP * The change management that matters more than the software * Why data should be the byproduct of operations, not the product As Joe put it: "AI is an output. You don't do AI. It's an output of operations." Full episode now live on YouTube and Spotify. Link in comments. #bricksandbytes #bricksbytes #aec #construction #constructiontech #ai #vc Chapters 00:00 Intro 00:45 Introduction to Palantir in Construction 03:29 The Journey of Kavanaugh Construction 05:49 Understanding Ontology and Its Importance 06:01 Sponsors 11:34 Change Management vs. Software Solutions 14:15 Replacing Legacy Systems with Palantir 16:35 The Value of Custom Solutions 19:43 Data as a Byproduct of Operations 22:32 Getting Started with Palantir 24:56 Common Pitfalls in Digitization 29:06 Building Foundations Before Scaling Solutions 32:15 Enhancing Communication Across Workflows 36:05 Navigating Change in Established Organizations 36:51 The Future of Point Solutions in Construction 39:08 Simplifying ERP Systems with Foundry 41:21 Common Pain Points in Construction Management 42:37 Real-World Applications of Foundry at Kavanaugh 46:55 Introducing Captera: A New Service Provider 48:19 Tailored Solutions for the Construction Industry 49:23 Ongoing Support and Implementation Services 51:00 The Future of Software in ConstructionOur Sponsors: BreadCrumb- 50,000+ projects globall...

Barton Malow CEO Ryan Maibach on AI, Data Centres and the Future of Construction

1 hr 4 min

"Have we seen the productivity benefit from that? I think it's reasonable to say that no, no, we haven't." That is Ryan Maibach, President and CEO of Barton Malow, on the software stackhis own teams are carrying. Roughly 40 different tools for a project manager. Around 35 for a superintendent. He is not describing a company that failed to adopt technology. He is describing one that adopted a lot of it and is now counting the cost. His point on this week's episode was not that the tools are bad. Several of themwork. It is that digging foundations, placing concrete and erecting steel have not fundamentally changed, while the process wrapped around those activities has grown exponentially more complex. He is seeing burnout, and he is not seeing the productivity. Then he took it somewhere harder. If a construction manager exists partly to help a client overcome informationasymmetry, and AI hands that client the same knowledge directly, what is the service actually worth? Full episode out now. Link below. #bricksandbytes #bricksbytes #aec #construction #constructiontech #ai #vc Chapters 00:00 Intro 01:45 Quickfire: builder or technologist 04:41 What Barton Malow actually builds 07:28 Where the industry goes in the next ten years 09:53 Sponsors 12:54 Labour, cost and the technology question 13:22 Why the downturn worries him more than the labour shortage 16:37 Data centers, and the pushback from inside his own team 19:09 Steering a company when nobody knows what happens next 22:10 What construction executives should prioritise right now 24:42 The AI strategy paradox 30:07 Second brains, and what happens to the general contractor 33:58 40 tools per PM and no productivity to show for it 36:50 LIFTbuild: building a tower from the top down 41:39 What they got wrong trying to change the industry 45:45 Hyperscalers as clients 48:42 How he actually runs his week 52:43 What he screens for when hiring 56:38 Bias, and the leader he learned the most from Our Sponsors: BreadCrumb- 50...

Why Contractors Are Finally Gaining The Upper Hand + Data Centers Dropping

18 min

This week's briefing explores three of the biggest stories shaping construction. First, we examine the first signs that the data centre boom may be beginning to moderate. Planning activity dipped in June, several high profile projects have been cancelled or withdrawn, and local opposition is increasingly influencing what gets built. We look at what the latest data really says, and whether this is simply a pause or the start of a broader shift. Next, we unpack Arcadis' latest International Construction Costs report, why UK construction has become one of the most expensive markets in the world, and how the balance of power may be shifting from clients to contractors. Finally, we revisit the AI pricing battle as new models, open weight releases and changing enterprise economics reshape the market. We also discuss Microsoft's warning on AI, data ownership and what construction businesses should be thinking about before committing to long term AI strategies. Plus, we cover Monumental's $32M funding round, TerraFirma's $100M Series A, and the business lessons from NFL quarterback Jake Browning's demolition company.

NFL Quarterback Jake Browning, a $2.1B Stadium and the $300K Bid Strategy

1 hr 4 min

"I've been cut four times." That is an active NFL quarterback talking. Jake Browning backs up Baker Mayfield at the Tampa Bay Buccaneers. He also co-owns Sutter Street Demolition, an interior demolition subcontractor in LA. He started with one $30,000 trash hauling truck. No flashy launch. Just a low stakes way to build relationships with GCs before bidding a single demo job. On this week's Bricks, Bucks & Bytes, we asked him: → Why he stays away from structural demo (for now) → How low overhead wins bids without change order games → Why he'd rather face a third and long blitz than a late paying GC Full episode on YouTube and Spotify. #bricksandbytes #bricksbucksandbytes #construction #constructiontech #aec Chapters 00:00 Intro 00:36 NFL Construction Trivia 03:25 NFL Players Who Own Construction Companies 06:12 The Biggest NFL Stadiums Ever Built 09:05 SoFi Stadium Construction Cost: $2.6B to $5.5B 11:57 Jake Browning Joins the Show 13:17 Playing QB for the Tampa Bay Buccaneers 15:11 Why an NFL Player Started a Demolition Company 17:34 Starting a Business With One $30,000 Truck 22:11 How Athletes Should Invest Their Money 27:21 NFL Lessons for Running a Business 30:12 Finding Your Competitive Advantage 37:14 How to Bid Demolition Jobs 42:19 Leadership Lessons From the NFL 42:48 Why Athletes Struggle to Monetize Their Brand 44:14 How to Win Work With General Contractors 45:28 Why Being Normal Wins in Construction 47:17 The Best NFL Stadiums to Play In 49:19 The Scariest Player in the NFL 51:32 Inside Sutter Street Demolition 55:26 Growing a Demolition Business the Right Way 🎧 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/Our Spo...

PR for Construction Tech Explained | What Founders Need to Get Right

58 min

"If you were saying, I'm adding AI to the product or we're now agentic, we now have an agentic AI component, it's not really news." Katie Zeppieri said the quiet part out loud. We invited the Founder and CEO of The MicDrop Agency onto Bricks & Bytes to demystify PR for construction tech. Her agency worked with Document Crunch from its early days through to the Trimble acquisition, so she has seen exactly what earns coverage and what gets deleted from a journalist's inbox. A few things that stuck with us: Events are still the number one marketing channel in construction, but only if you do the work before you land at the venue. Muck Rack's research found that the overwhelming majority of AI citations come from earned media. If journalists are not writing about you, ChatGPT is not talking about you either. If you have ever sent out a "we now integrate with X" press release, this episode is for you. Full conversation on YouTube and Spotify now. #bricksandbytes #bricksbytes #constructiontech #construction #aec #ai Chapters 00:00 Intro 01:17 How PR Works in Construction Technology 03:50 PR Strategy Explained: The Communications Triangle 06:44 What Makes a Story Newsworthy? 09:34 Common PR Mistakes Startups Make 10:22 Sponsors 13:23 Why Most PR Announcements Get Ignored 15:44 How to Build Relationships With Journalists 18:38 How Startups Get Featured in Major Publications 21:28 How Speaking at Industry Events Builds Your Brand 24:29 In-Person vs Virtual Events: Which Works Best? 27:36 How Media Relations Builds Long-Term Credibility 28:55 Construction Tech PR Case Study: Document Crunch 30:59 How to Announce a Startup Acquisition 36:11 PR Strategy for Seed-Stage Startups 40:26 Founder-Led Marketing and Personal Branding 45:23 Public Speaking Tips for Startup Founders 48:00 The Future of PR and Marketing 54:16 What PR Will Look Like in 2028 Our Sponsors: BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.co Aphex is the multipla...

From Palantir to Bricklaying Robots: Inside Monumental’s $32M Raise

23 min

Prototypes and demoware. That was Monumental two years ago, at their $25m Series A. Yesterday they announced a $32m Series B led by Khosla Ventures. In between, their robots laid the entire brickwork on 100 houses, plus canal walls and commercial buildings, as a subcontractor carrying full liability for the work. The day after the announcement, co-founder Salar al Khafaji sat down with us. In his words: "The Series A was basically still like an R&D round... we had some prototypes, we had some like demoware basically." "The Series B was raised off actual success." And the line that will start arguments: "Everyone is obsessed with speed. Speed doesn't really matter." A bricklaying robot company telling you speed doesn't matter. His reasoning is worth the listen on its own. Also in this one: > Why SAM and Hadrian X were too early, and what changed > Day zero to day one of a robot crew arriving on site > The economics vs a traditional bricklaying gang > UK going commercial, US pilots starting this year > Why the entire facade is next. Not in a decade, within a couple of years. 🚨 Industry exclusive. Link in comments. #bricksandbytes #constructiontech #aec #ai #vc

The Construction Tech Exec Exposing AI Vaporware

51 min

"I can make you something that looks like it's really expensive, but it took me four hours." Dustin Burns, SVP of Technology at McCownGordon Construction, on the  software demo you just sat through. He built a cost history web app. Their real cost data, region benchmarking, conceptual estimates. One HTML file.  Four hours. His verdict: "And it is vaporware." The point isn't that it was bad. It's that from the outside, you can't tell anymore. So he looks for the ones building their own models, not the ones wrapping someone else's API. Full episode with Dustin Burns is live now. Link below! #bricksandbytes #bricksbytes #aec #construction  #constructiontech #ai #vc Chapters 00:00  Teaser 00:50 The Stress Beard (And Why He Shaves Every Morning) 03:03  Should Construction Companies Build Their Own Software? 05:29  What AI Actually Looks Like Inside a $1B Contractor 08:32  AI Sprawl: Governing Tools Your Team Builds Without You 10:50  Reality Capture, Laser Scanning and Drones on the Jobsite 14:10  Construction Robotics: Building a Robot for Under $5K 16:21  Sponsors 19:21  AI Estimating: When Your Client Prices the Job Without You 22:39  The Silver Tsunami and Construction's Knowledge Transfer Problem 27:29  Voice AI in the Field: Less Typing, More Talking 30:25  Why a Safety Checklist Has No Value to a Superintendent 32:03  Emerging Construction Technology Worth Watching 34:30  How to Actually Sell Construction Software to a GC 36:19  Getting Pitched 10 AI Tools a Week 37:39  How to Spot an AI Wrapper (And Why Most Demos Are Vaporware) 40:05  Construction 2037: What the Jobsite Looks Like in 11 Years 45:16  Humans and Robots on the Same Jobsite 48:03  AI Governance Insurance: The Next SDI? 49:55  Automated Progress Tracking: The Problem Nobody Has Solved Our Sponsors: BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.co Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliv...

95% of AI Projects Fail. The Data Centre Boom Is Stalling. One Problem Is Behind Both.

19 min

This week's briefing covers three things every construction leader should understand before they sign off on anything this year. David Gal from Samsara makes the argument that three quarters of construction hasn't even started the thing that comes before AI. Not behind on AI. Behind on the step underneath it. He lays out a four stage journey, and most firms are at stage zero, still on the clipboard, still ringing round to find out where the excavator is. One firm he works with lost twenty million dollars of equipment in a single year without knowing it. The cost of not digitising is not zero. You just cannot see the bill yet. Then KPMG surveyed over two thousand senior executives across twenty countries. Nearly a third said they had no idea where their growing AI costs were coming from. MIT looked at corporate AI projects and found ninety five percent of them fail, not on the technology, but on the groundwork nobody did. The AI worked. The organisation around it did not. And the data centre boom, the thing keeping order books healthy while housing sits flat, is starting to slip. Not because the money has dried up. The four biggest tech companies are spending north of six hundred and fifty billion dollars this year alone. It is slipping because the wait for transformers and switchgear has stretched from two years to five. You can have the land, the funding and the chips and still not be able to build. The same problem is underneath all three. And construction, the industry everyone calls backward, already knows what it is. Drop your answer in the comments of this week's LinkedIn post.

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