Episode

$300 billion wiped from software stocks in a single week. Is SaaS officially dead or is this the buying opportunity of a decade? In this episode of Bricks, Bucks & Bytes, Owen, Patric, Dustin, and Martin break down the so-called “SaaSpocalypse” rocking global markets, welcome back Bedrock CTO Kevin Peterson fresh off a massive $270M Series B that puts his autonomous excavator company into unicorn territory, and dissect the hilarious beef between Anthropic and OpenAI playing out on the Super Bowl stage. Topics discussed: The $300B+ SaaS valuation crash and whether it’s a death sentence or a market correction back to normal Why software engineers are now “juicing” with AI coding tools and what that means for the industry Bedrock’s journey from Series A to unicorn status, their autonomous excavators on real job sites, and why Google’s Capital G is backing them Where smart money is moving as investors flee software stocks (hint: Europe is winning) Anthropic’s brilliant Super Bowl ad mocking OpenAI’s plan to put ads in ChatGPT and Sam Altman’s salty response 38% of Stanford students claiming disability for perks and what it says about elite institutions 💬 “LLMs are book smart. They’ve read every forum on Reddit, every book ever published. But when you get out in the field, it’s not in the book.” Kevin Peterson, CTO of Bedrock Watch the full episode now on Youtube. Link in the comments! Our Sponsor: 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 BuildVision –   streamlining the construction supply chain with a unified platform – http://www.buildvision.io Chapters 00:00 Intro 01:26 The SaaSpocalypse: A New Era for Software  04:51 Market Corrections: The Future of SaaS Valuations  07:21 AI’s Role in Software Development  18:54 The Evolution of Software Engineering  24:05 Bedrock’s Journey: From Startup to Unicorn  30:49 The Future of Autonomous Construction Vehicles  32:54 Customer Perspectives and Ideal Partnerships  34:59 Safety and Supervision in Automation  36:01 Building a Strong Team for Innovation 4 38:14 Design Considerations for Autonomous Machines  39:40 Investment Trends in Robotics and AI  42:06 The Role of User Interface in Automation  47:20 Investment Strategies in Competitive Spaces  48:24 The Future of Autonomy and AI in Industry  49:35 The Battle of AI Companies: OpenAI vs. Anthropic  56:02 Disability Claims and University Ethics  01:07:06 Super Bowl Predictions and Lighthearted Banter

Should construction companies sort out their data before using AI? Or can AI sort it out for them? We put two heavyweights in the ring to fight it out. In one corner: Dustin DeVan, one of the most decorated CEOs in construction tech. Exited Building Connected for $275M. Now running Ediphi. He’s seen $400M liens and knows what happens when your data falls apart in litigation. In the other corner: KP Reddy, serial entrepreneur, founder, investor, and the man with 48 career experiences on LinkedIn (yes, we counted). He’s backed by the biggest names in AEC and has been building stuff since he was a kid. Dustin says get your house in order first. He’s been through a $400M lien. Messy records in court? Not fun. KP disagrees. Projects end, teams move on, data ends up everywhere. That’s just how construction works. AI can make sense of the mess. One thing they agreed on — Excel isn’t going anywhere. No punches pulled. No fluff. Who won? You decide. 🎧 What’s your take — do we need structured systems before AI, or can AI help us build structure from the chaos? Our Sponsors: Provision helps pre-construction teams find risks and scope gaps early so they can bid with confidence: https://www.provision.com/ Presented by Track3D – The first reality capture intelligence platform for smarter construction: https://track3d.ai/ HVAKR – Develop mechanical designs under budget and ahead of schedule: https://www.hvakr.com/ ALICE Technologies – Automates ‘what-if’ scenario exploration with AI — enabling you to rapidly test options, mitigate risk, and optimize schedules: https://www.alicetechnologies.com/home Datagrid – Agentic AI that reads your docs, connects your tools, and gets the job done: https://datagrid.com/ 00:00 Intro 01:00 Introduction to the Debate 03:25 The System of Record: Centralized vs. Decentralized 06:17 The Role of Language Models in Construction 09:18 Understanding Systems of Record 12:14 The Importance of Data Structure 15:07 Ontology and Context in Construction 17:58 The Expiry Date of Data 21:10 Business Building and Venture Capital in AEC 24:05 Excel vs. Cloud Tools 26:54 The Value of Historical Data 30:08 Defensibility in Business Models 33:10 Conclusion and Final Thoughts

“Cancel your AG1 subscription… AG1 has no real product substance and is fundamentally an influencer heist.” In this episode of Bricks, Bucks & Bytes, Owen, Martin, and Patric dive into the wild world of 24/7 AI agents that can build your startup from bed, manage your Tinder profile, and apparently go rogue with your credit card. What’s covered: The Maltbot phenomenon and why AI agents are taking over everyone’s timeline (and whether you should let one run your life) Equipment Share’s landmark IPO: the first major construction tech exit in years and what their $6B+ valuation means for the industry Inside their “Big Short-style” financial engineering with equipment-backed securities The upcoming AEC Fight Night 002 debate: Will AI kill the system of record? Meta’s Metaverse abandonment after $75B spent (allegedly) Construction’s shrinking labor shortage: what the new numbers really mean Robotics reaching a tipping point with multiple solutions now competing in each trade How Panasonic is crashing the price of site scanning technology A stat that’ll make you rethink 3D printing: half of all projects ever happened in 2024 Quote of the episode: “I really do not understand the outsourcing of brains. I haven’t understood it with social media… and agents is just the next ridiculous iteration of that.” — Patric 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 BuildVision –   streamlining the construction supply chain with a unified platform – http://www.buildvision.io Chapters 00:00 Intro 00:54 The Rise of AI in Everyday Life 03:34 IPO Insights and Market Trends 06:32 AI Agents: The Future of Automation 07:38 Cultural Reflections on Technology and Lifestyle 10:04 Debating the Value of AI in Work 13:02 Ethics and Automation: A Double-Edged Sword 15:53 Real-World Applications of AI Agents 17:59 The Future of AI in Business 20:41 Equipment Share IPO: A Case Study 28:08 IPO Timing and Financial Considerations 30:20 Innovative Financial Solutions in Equipment Rental 32:22 Global Applicability of Financial Engineering 33:44 Future Growth Strategies for Equipment Rental Companies 35:22 Market Share Insights in the Equipment Rental Industry 36:47 Understanding Voting Rights in IPOs 38:31 Challenges in Connecting with Founders 39:13 Meta’s Shift from Metaverse to AI 41:29 Construction Industry Trends and Worker Shortages 43:42 Advancements in Robotics for Construction 46:40 AI’s Impact on Robotics Development 48:29 Cost Reduction in Laser Scanning Technology 51:16 3D Printing Trends in Construction

Half of every 3D printed building in history was built in 2024. In today’s episode of Bricks and Bytes, we had Stephan Mansour, Director of Operations at Printerra and one of the leading voices in additive construction standards development. We got to learn about why 2025 might be the tipping point for 3D printing in construction, how a full concrete structure can harden in just 30 minutes, and what’s really holding the industry back from mass adoption… and so much more. Stephan’s been in construction for nearly 20 years and led a pilot 3D printing project for Saudi Arabia’s Ministry of Housing back in 2018. Since then, he’s been instrumental in developing international standards that are finally giving this technology the credibility it needs. Tune in to find out about: ✅ Why the “perfect storm” of labor shortages, climate disasters, and geopolitical instability is accelerating 3D printing adoption ✅ The $62 million contract ICON just landed with the US Army Corps of Engineers ✅ Dubai’s mandate for 25% of buildings to be 3D printed by 2030 — and whether it’s realistic ✅ The biggest mistake companies make when getting into 3D printing (hint: don’t buy that printer you saw on YouTube) ✅ How standards development is the unsexy foundation that will unlock exponential growth 🎧 Listen now on Spotify and Youtube! Link in the comments 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 BuildVision –   streamlining the construction supply chain with a unified platform – http://www.buildvision.io Chapters 00:00 Intro 01:48 Introduction and Background 04:15 The Current State of 3D Printing in Construction 07:46 Understanding Additive Construction 12:06 The Role of Standards in 3D Printing 14:33 Challenges and Opportunities in Adoption 15:01 How 3D Printing Works in Construction 20:17 Real-World Applications of 3D Printing 24:15 The Future of 3D Printing in Construction 32:42 Evaluating 3D Printing Technologies 38:02 Cost Considerations in 3D Printing 39:25 Learning Curve and Workforce Development 41:49 Design Flexibility in 3D Printing 43:51 Investor Perspectives on 3D Printing 46:07 The Impact of COVID on 3D Printing Adoption 47:43 Material Limitations and Environmental Factors 51:13 Key Players in the 3D Printing Industry 54:19 Future of 3D Printing in Construction

Procore just wrote a 9-figure check. Autodesk just cut 1,300 people. And someone called the best salespeople “the laziest.” In this episode of Bricks, Bucks & Bytes, Owen, Dustin, and Patric sit down with Mike Powers, Kevin Halter, and Anton Glance to dissect the most chaotic week in construction tech. A founder just landed his second major exit. A website launched with zero mention of “AI.” And a former Autodesk exec didn’t hold back on who’s winning the platform war. We get into: The real reason Procore acquired DataGrid — and why they won’t make another bet like this for years Autodesk’s layoffs and the “buy, build, buy” cycle that keeps repeating Kevin Halter’s unfiltered take on Procore vs Autodesk Why Mike removed every mention of “AI” from BuildVision’s website The warning sign AI startups need to hear right now Anton’s vision for BuildDroid — the robot simulation platform backed by Tim Draper Key quote: “Autodesk historically has been buy buy buy. Okay, we bought a bunch. Now we’re going to build, build, build. And then they realized we’re not good at building. So then we go buy buy buy.” — Dustin Devan Watch the full episode on Youtube and Spotify. Link in the comments! Our Sponsor: 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 BuildVision –   streamlining the construction supply chain with a unified platform – http://www.buildvision.io Chapters 00:00 Intro 01:06 Industry Shifts and Acquisitions 03:53 Procore’s Strategic Moves 07:06 Autodesk Layoffs and Market Reactions 09:54 Sales Strategies and Organizational Changes 12:50 AI’s Impact on Construction Tech 15:51 Website Innovations in Construction Tech 18:53 Future of Startups in AEC Tech 21:56 Final Thoughts and Upcoming Events 32:58 Introduction to Build Word AI 34:40 Customer Engagement and Project Execution 37:44 Monetization Strategies and Business Model 39:26 Founding Story and Team Dynamics 41:14 Timing and Market Readiness 43:46 Global Expansion and Market Validation 45:21 Investment Insights and Fundraising Journey 47:26 Industry Trends and Future Outlook 49:51 Sales Strategies and Market Dynamics

“The first time a customer said ‘yeah, I just blue beamed it’ – that was a moment.” When your product becomes a verb, you know you’ve built something legendary. In today’s episode of Bricks, Bucks & Bytes, we had Don Jacob, Co-founder of Bluebeam, and we got to learn about the wild 24-year journey from NASA’s Jet Propulsion Lab to building one of the most iconic products in construction tech… and the future of AI-powered collaboration that’s coming next. Tune in to find out about: ✅ Why Don left the premier space agency in the world to “sell dog food online” (and how that decision led to Bluebeam) ✅ The secret sauce behind Bluebeam’s legendary status: “When the phone rang, we picked up” – accessibility over everything ✅ How bootstrap funding became their competitive advantage and forced the discipline that built the company DNA ✅ Why we’re living through the 1999 internet moment all over again with AI – and how Bluebeam Max is positioning for it Bonus: the story of how a random bar encounter in Boston made this whole interview happen (thanks Tanya from Nemetschek!) Don’s been at this for 24 years and the energy hasn’t dimmed. If anything, he’s more fired up about what’s ahead than ever before. Listen now on Spotify and Youtube 🎧 Link in the comments! Our Sponsor: 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 BuildVision –   streamlining the construction supply chain with a unified platform – http://www.buildvision.io Chapters 00:00 Intro 01:40 Introduction and Serendipitous Connections 03:50 The Legacy of Bluebeam and Its Founding 11:09 From NASA to Bluebeam: A Journey Through Innovation 17:27 Democratizing Design Data: The Birth of Bluebeam 26:13 The Evolution of Bluebeam: From PDF to Collaboration 33:06 Simplicity in Software: The Key to Bluebeam’s Success 36:41 The Core DNA of Bluebeam 38:32 Evolution of Bluebeam’s Product Offerings 41:28 Collaboration and the Introduction of Studio 43:20 Acquisition by Nemechek: A Strategic Move 45:58 Lessons Learned from Building Great Products 50:09 Leadership and Team Dynamics 55:15 The Unbound Event and Future Innovations 56:32 Integrating AI into Bluebeam’s Offerings

What happened to carbon accounting? (Spoiler: Nobody cares anymore) In this episode of Bricks, Bucks & Bytes, Owen, Martin, Dustin, and Patric dive into the rise and fall of carbon accounting in construction, why Autodesk’s big bet didn’t pan out, and what it reveals about the gap between tech hype and real-world adoption. In this episode: The carbon accounting boom that went bust—and why the U.S. construction industry never really cared Patric’s hilarious “Frankenstein scale” metaphor that perfectly captures the absurdity of pre-construction carbon tracking CIV Robotics founder Tom Yeshurun on why they killed their drone product and how they’re now doing 5,000+ layout points per day The construction tech IPO everyone’s watching (and what it means for the industry) BREAKING: PlanGrid founders Tracy Young and Ralph Gootee just got acquired again—Lennar Homes buys their new company Tiger Eye Key quote: “When I was at Autodesk, they were very big on carbon accounting and everything would be front and center of every project by now… At least in the U.S., they don’t really care about it. It’s just the fact.” — Dustin Devan Plus: Why construction roles are “booming” (or are they?), what AI agent is helping build the next Siri, and an invite to Ediphi’s Agent-a-thon in San Francisco on January 23rd. Our Sponsor: Archdesk –  “The #1 Construction Management Software for Growing Companies – Manage your projects from Tender to Handover” check archdesk.com BuildVision –   streamlining the construction supply chain with a unified platform – http://www.buildvision.io Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.co Chapters 00:00 Intro 00:53 Introduction to Carbon Accounting 03:36 Understanding Carbon Accounting and Its Importance 05:46 Challenges in Carbon Accounting for Construction 10:38 Investigative Insights on Carbon Credits 20:05 The Acquisition of Plan A by Diginex 26:19 Incentives and Exit Strategies 27:05 Apple’s AI Strategy: A Cautious Approach 29:07 The Value of Waiting in Tech Development 31:05 The Role of Employee Retention in Tech Companies 36:58 OpenAI and Competitive Reactions 43:41 EquipmentShare’s IPO and Business Model Insights 53:18 Understanding Financial Metrics for Tech Companies 54:40 The Challenges of Financial Forecasting 58:26 Innovations in Construction: Civ Robotics’ Approach 01:08:01 Future Directions and Exit Strategies for Startups

“I checked the cash balance and the number came out negative. I had to call my wife and say we might need to liquidate our entire 401k to make payroll.” In today’s episode of Bricks and Bytes, we had Thiago Da Costa from DataGrid and Clifton Harness from TestFit and we got to learn about the raw truth of building construction tech startups – from pivoting at $1M ARR to nearly missing payroll. These founders didn’t hold back. They shared the moments that almost broke them and the decisions that saved their companies. Tune in to find out about: ✅ Why Thiago pivoted his entire company after raising a Series A (and how he told his board) ✅ The morning Clifton woke up and realized he couldn’t make payroll ✅ Why most construction tech companies plateau at $3-5M ARR and never break through ✅ How to know when you’ve actually found product-market fit versus when you’re chasing a ghost Watch now to hear the full conversation about what it really takes to build in construction tech. Our Sponsor 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 BuildVision –   streamlining the construction supply chain with a unified platform – http://www.buildvision.io Chapters 00:00 Introduction to Startup Journeys 05:47 Navigating the Pre-Seed Stage 12:47 The Importance of Pre-Sales and Pivoting 17:39 Understanding Product Market Fit 23:22 Defining Product Market Fit in Construction Tech 31:14 Facing Startup Challenges and Scary Moments 33:25 Navigating Financial Challenges 37:07 The Importance of Family in Business 39:00 Facing Fear of Failure and Pivots 40:32 Balancing Hype and Substance in Business 48:47 Endurance in Entrepreneurship 54:53 Optimizing for People in Startups

“It’s compounding and becoming more of a crisis.” That’s how Susan Brattberg described the digital skills gap facing our industry right now. And honestly? She’s not wrong. In today’s episode of Bricks & Bytes, we sat down with Susan Brattberg, co-founder and Chief Customer Officer at Global eTraining, and what started as a conversation about an epic rooftop party at Autodesk University (300 people, live band, line dancing – yeah, these guys know how to do marketing) turned into a deep dive on something way more important. We talked about why training isn’t just a nice-to-have anymore… and many more! Tune in to find out about: ✅ Why the digital skills gap is now the #1 priority for CIOs across ALL industries globally ✅ How technology is changing faster than ever – and why the old “train every couple years” approach is dead ✅ The real ROI companies are seeing when their teams actually know how to use their tools (hint: projects run way smoother) ✅ How AI is flipping the edu-tech space upside down – and why most companies have already dropped out of this niche Susan’s been doing this for 17 years (her company’s campus history goes back even longer), and she’s seen the evolution firsthand. From physical campuses to on-demand training to AI-powered rapid content development. If you’re wondering why your projects feel chaotic or why new software rollouts never stick… this episode might have some answers. Watch the full episode out on Spotify and Youtube. 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 BuildVision –   streamlining the construction supply chain with a unified platform – http://www.buildvision.io Chapters 00:00 Intro 03:55 Introduction to the Journey 06:57 The Impact of Digital Skills Gap 09:50 Transitioning to Online Training 13:01 The Evolution of Training Methods 15:49 The Shift from Physical to Digital 18:50 Understanding Training Needs 21:44 Overcoming Initial Challenges 24:46 Current Trends in Training 27:45 The Role of AI in Training 30:45 Growth and Future Directions 35:00 Shifts in Business Post-COVID 37:45 Managing Growth and Team Dynamics 41:52 Sales Strategies and Customer Engagement 44:45 The Power of Branding and Events 52:32 Balancing Family and Business 54:22 The Competitive Landscape of E-Learning 56:31 Future Trends in E-Learning and AI

“Integration with Procore? Everyone warned us they’d copy our product. We did it anyway – and it became our best go-to-market decision.” In today’s episode of Bricks and Bytes, we had Or Lakritz, founder of StructShare (now Trimble Materials), and we got to learn about how a 21-person startup navigated acquisition conversations with multiple players, the critical importance of transparency during M&A, why integrating with Procore in 2021 was one of their best decisions… and many more! Tune in to find out about: ✅ Why Trimble chose to buy instead of build – and how StructShare filled a strategic procurement gap ✅ The real differences between being acquired by a platform giant vs. private equity (spoiler: it’s all about narrative) ✅ How Or managed team culture and morale through the acquisition process with full transparency ✅ Why distribution matters more than product in construction tech – and what AI might change about that This one’s packed with honest insights from someone who actually lived through it. Worth the listen. Our Sponsor: 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 BuildVision –   streamlining the construction supply chain with a unified platform – http://www.buildvision.io Chapters 0:00 Intro 4:00 Introduction to the Podcast and Guests 4:59 The Acquisition Story of Structure 9:17 Navigating the Acquisition Process 16:18 Cultural Integration Post-Acquisition 18:15 Lessons Learned from Building Structure 31:46 The Evolution of the Procurement Space 33:04 The Evolution of Construction Tech 35:58 AI’s Impact on Procurement Processes 39:20 Building the Future of Procurement 42:24 Navigating Go-to-Market Strategies 44:36 Acquisition Insights and Market Dynamics 57:35 Integrating with Industry Giants 1:01:02 Personal Growth and Impact in Business