AEC VC
Thesis and reflections of a venture capital (VC) investor in AEC technology. What fascinated me last week. Always in 10 minutes. I invest in real-world technology in: Architecture, Engineering, Construction, Supply Chains, and Blue-collar workforce and robotics. No prop-tech here. Just AEC-VC.

Jaksot(26)

018 | Construction Tech's Perfect Storm | 96,000 New Dwellings Per Day | AI vs Traditional Software Value Creation | Hidden Opportunities in Category Creation

018 | Construction Tech's Perfect Storm | 96,000 New Dwellings Per Day | AI vs Traditional Software Value Creation | Hidden Opportunities in Category Creation

About This Episode In this insightful episode, Patric Hellermann explores three critical developments shaping the construction technology landscape in 2025. He delves into the massive demand-supply ga...

7 Helmi 20254min

017 | Strategic Startup Communications and Foundamental's 2024 Success Story

017 | Strategic Startup Communications and Foundamental's 2024 Success Story

About This Episode In this insightful episode, Patric shares three key observations from his experience as a construction tech venture capitalist. He discusses strategic considerations for startup ann...

5 Helmi 20253min

016 | Producing Fixed | Selling Variable Costs

016 | Producing Fixed | Selling Variable Costs

About This Episode In this episode of AECVC, Patric Hellermann kicks off 2025 with a new weekly format discussing multiple key observations and data points in the architecture, engineering, and constr...

22 Tammi 20253min

015 | AI in 3D CAD | The Energy Bill

015 | AI in 3D CAD | The Energy Bill

About This Episode In this thought-provoking episode, we dive deep into the energy costs and efficiency of AI-generated 3D models in architecture, engineering, and construction. Through detailed analy...

14 Marras 202413min

014 | The State of AECS-Tech in Q3 2024

014 | The State of AECS-Tech in Q3 2024

About This Episode In this Q3 2024 funding analysis episode, Patric Hellermann breaks down the latest venture capital statistics for the AECS (Architecture, Engineering, Construction, and Supply Chain...

28 Loka 20247min

013 | Demand Shaping In Construction

013 | Demand Shaping In Construction

About This Episode In this episode, we dive into the misconception surrounding standardization in construction. We explore why the common belief that construction should be more standardized overlooks...

17 Loka 202410min

012 | My AEC Robotics Cheat Sheet

012 | My AEC Robotics Cheat Sheet

In This Episode Patric's framework for evaluating robotics companies in AEC, emphasizing capital efficiency and scalability Key factors for success in AEC robotics: buyer readiness, success readiness,...

19 Syys 202418min

011 | The AEC-Tech Internet Index | September Edition

011 | The AEC-Tech Internet Index | September Edition

Here's the podcast episode description based on the provided transcript: ## About This Episode In this episode, Patric Hellermann introduces the AEC Tech Internet Index, a powerful tool for analyzing...

13 Syys 202414min

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