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.

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Episoder(26)

002 | The Macro Thesis No One Sees

In this episode, I share my unique macro thesis on the AEC (Architecture, Engineering, Construction) technology space. Key highlights include: The distinction between "real world" AEC tech versus p...

12 Apr 20249min

001⎢1.5 years later: My insulation thesis

Today, we revisit our very first topic on AEC_VC, cavity insulation in Europe, with a fresh perspective. After 18 months, our backtesting confirms: this insulation opportunity has an outstanding marke...

5 Apr 20248min