010 | Grit & Stubbornness Look Similar
As a VC, I often grapple with a crucial question: is this founder showing grit or stubbornness? In this article, I share my framework for evaluating persistence in AEC startups, emphasizing why learni...
15 Aug 20247min
009 | Print Homes With Concrete | Who Gets It?
I'm skeptical about 3D concrete printing for homes. Despite major funding, I question its advantages over traditional methods and challenge founders to prove its value in residential construction. (01...
2 Aug 20248min
008 | The State of AECS-Tech (incl. Constru-Tech) in Q2 2024
I just wrapped up my Q2 2024 analysis of AECS-Tech funding, and the numbers are too compelling not to share. This sector continues to defy expectations, showing remarkable resilience and growth in a c...
15 Juli 20249min
007 | The P&L of the Construction Industry
Here's a revised short description for a Spotify podcast in first person singular: I break down why the traditional SaaS model often falls short in construction. I'll dive into the industry's P&L, r...
3 Juli 20249min
006 | Thesis: Warehousing For Construction
In this episode, I dive into an overlooked opportunity in the construction industry: Warehousing. Is there potentially space (pun) to build a generational company, or not? I explore why construction i...
5 Juni 202410min
005 | Outcome-As-A-Service
In this episode of the AEC_VC podcast, I dig into the concept of "outcome-as-a-service" - a business model that is enabling a new breed of startups to build massive companies in the architecture, engi...
15 Maj 202412min
004 | Hidden in Spite of Obvious
In this episode of my AEC_VC podcast, I share my "Hidden in spite of obvious" framework for identifying contrarian investment opportunities in the architecture, engineering, and construction (AEC) sec...
8 Maj 202412min
003⎢A New Infrastructure Platform Titan?
In this podcast episode I talk about the following topics: • My take on Schneider Electric's reported $16 billion acquisition of Bentley Systems • My views on the rise of "infraplatform" titans combi...
23 Apr 202416min
