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PODCAST

Bricks, Buck$ And Bytes

Bricks And Bytes, Patric Hellermann, Dustin Devan

Industry leaders Patric Hellermann, Dustin Devan, Martin Piekarz & Owen Drury sit down each week to explore tech, news, and trends within the AEC sector. Each week we debate the macro economic issues within the industry and how they those working and building within AEC. Hot takes only.

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All Episodes

01:41:36

Apple Kills Cold Calling, In Office Scares CEO’s,...

Bricks, Buck$ And Bytes ·

2025/06/13

20 cold calls a day, $150 million in legal fees, and why the smartest CEOs are terrified of in-person competitors.In this episode of Bricks, Bucks & Bytes, hosts Owen, Martin, Dustin, and Patric are joined by Justin Levine, CEO of Shepherd, for a no-holds-barred discussion about the future of business, technology, and construction.What we dive into:Apple's new AI call screening feature and why it spells doom for sales teamsThe shocking reality of 20 cold calls per day (and why most are

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01:36:59

New Steel Tariffs Hit, Is A 12hr Work-day...

Bricks, Buck$ And Bytes ·

2025/06/06

50% Tarrifs are about to break construction - And That's Only The BeginningIn this episode of Bricks, Bucks & Bytes, our hosts dive deep into the chaos reshaping the construction industry and startup world. What we cover:The shocking 50% steel and aluminum tariffs that just doubled construction costs overnightWhy rebar prices have exploded 26% and added $14,000 to every homeHow 68% of builders are now facing project delays due to supplier chaosThe brutal truth about why VCs pushing

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01:41:46

Builder AI $450M Bankruptcy - The Beginning Of The...

Bricks, Buck$ And Bytes ·

2025/05/30

A $450 million AI startup just went bankrupt after lying about their revenue - and this might be just the beginning of the AI apocalypse.In this episode of Bricks, Bucks & Bytes, Owen, Martin, Dustin, and Patrick dive deep into the shocking collapse of Builder AI and what it reveals about the entire AI industry. From fraudulent revenue claims to human workers disguised as AI, this cautionary tale exposes the dark side of Silicon Valley's latest obsession.Key topics discussed:Builder AI's

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01:36:25

Why Data Centers Might Crash, Autodesk Alienates...

Bricks, Buck$ And Bytes ·

2025/05/16

"Data centers might be overbuilding. When industries overshoot, they always crash back to reality." - Dustin DeVan on our latest episodeIn today's episode of Bricks, Bucks and Bytes, we got to learn about the $500B "Stargate" project between OpenAI, SoftBank, and Oracle that's having trouble finding backers as data center costs rise.We got to hear why Autodesk's God-themed ad campaign shows they don't understand their construction customers, despite having amazing

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01:11:11

From Shop Drawings to Smart Buildings: The Radical...

Bricks, Buck$ And Bytes ·

2025/05/15

"We got in trouble with our own partners for investing in technology that disrupted OUR business. Some were actually 'pissed' because it threatened our design revenue."In today's episode of Bricks & Bytes, we had Robert Ioanna, Executive Principal of Syska Hennessy Group, sharing his innovative approach to construction tech investment and internal R&D.Tune in to find out about:✅ Their three-pronged innovation approach: external investments, internal R&D, and

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01:31:31

How China Builds Nuclear Plants Cheaper,...

Bricks, Buck$ And Bytes ·

2025/05/09

EXPOSED: How China is Building Nuclear Power for 90% Less While the West Falls Behind"Every level that you move up the construction chain, you're saving 50 bips of interest. From capital provider to owner to GC to sub to supplier to manufacturer rep - seven, eight steps, 4%. That's why a million-dollar generator costs owners $1.7 million." - Mike Powers, BuildVisionIn this episode of Bricks, Bucks & Bytes, our hosts dive into why China can build nuclear reactors at a fraction

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01:33:20

Construction Crash Coming - Our NEW Host, US Economy...

Bricks, Buck$ And Bytes ·

2025/05/02

Is Construction Headed for a Slowdown, or a Full-Blown Crash?This week on Bricks, Bucks & Bytes, things get spicy.We dig into the 0.3% drop in US GDP—and why it might just be the beginning for the construction sector. But tariffs and rate hikes are only half the story. The real drama? AI hype cycles, Autodesk vs. Procore, and why most “AI for construction” startups are just faucets with no bathtub.Inside this episode:Why the US economy is wobbling—and how it's already hitting constructionThe

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00:43:19

VCs Are NOT Always The Answer - Bootstrapping...

Bricks, Buck$ And Bytes ·

2025/04/11

"Venture capital in PropTech increased 82X from $200M to $15B in just 15 years - but is VC money right for construction tech founders right now?"In today's episode of Bricks, Bucks and Bytes, we got to learn about J.P. Bowgen's journey from AlphaSites to Macy's corporate innovation team to becoming a partner at Camber Creek.We got to learn about how Camber Creek de-risks investments by testing startups with their 300+ real estate and construction LP network before investing.Also, we learned about

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00:51:36

"Dolphin Founders" Outperform - Understanding...

Bricks, Buck$ And Bytes ·

2025/04/04

"Windows and doors constitute about 8% of a home's value, but the ratio actually skews upward as the value of the home goes up." - A fascinating insight into why this category commands such high margins globally.In today's episode of Bricks, Bucks and Bytes, we got to learn about Green Fortune's $4.5M funding from Fundamental, bringing cloud manufacturing to the windows and doors industry in India.We got to learn about India's evolving investment landscape, with Western

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00:41:38

US VC Returns Underperform Globally - Market...

Bricks, Buck$ And Bytes ·

2025/03/28

"The US VC market is the worst performing of all VC markets across the world in terms of financial performance." In today's episode of Bricks, Bucks and Bytes, we got to learn about BuildOps securing $127 million in Series C funding and achieving unicorn status with a $1B valuation.We also explored the structural differences between US and European contractor software markets, where European contractors are typically smaller and 5-10 years behind in software adoption compared to their

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00:42:59

"AI Can't Handle Full Design Workflows!" - Automation...

Bricks, Buck$ And Bytes ·

2025/03/21

"Is it possible to get from concept to fully constructible building designs in hours? "In today's episode of Bricks, Bucks and Bytes, we got to learn about Augmenta's $10 million seed funding for their AI-powered design platform that aims to automate electrical designs for buildings.We also learned about the ongoing debate between automated design platforms versus improved authoring tools, and which approach might ultimately capture more value in the MEP/S design space.Patric shared his investor's

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00:47:05

"$65 Billion Wasted!" - How Twin Knowledge's AI...

Bricks, Buck$ And Bytes ·

2025/03/14

"$65 billion worth of rework happened in the United States last year in construction. The expectation in the market is that construction projects run over budgets and timelines."In today's episode of Bricks, Bucks and Bytes, we got to learn about Twin Knowledge, an AI-powered platform that raised $3.7M to help construction and real estate stakeholders QA/QC building drawings before they hit the field.We discovered how the company is tackling the massive $65B rework problem by creating

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00:55:35

Germany's Fiscal Bazooka Ignites Europe -...

Bricks, Buck$ And Bytes ·

2025/03/07

"Germany's fiscal U-turn might be the drop that makes Europe's bucket overflow."In today's episode of Bricks, Bucks and Bytes, we got to learn about Camber Creek's unique investment approach with JP Bowgen - they raise funds from 300+ real estate companies to drive value for founders they back.We discussed Germany's recent "fiscal bazooka" - a massive €500 billion infrastructure fund alongside unlimited military spending, potentially kickstarting a new era of

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00:43:40

Reneo’s €600M to Transform Real Estate, Nodes and...

Bricks, Buck$ And Bytes ·

2025/02/28

"In Europe, you need your buildings to consume less energy because we don't have a lot of prime energy." - Patric on why Reneo's business model works beyond regulations.In today's episode of Bricks, Bucks and Bytes, we got to learn about Reneo's massive €600M funding round (with €45M in equity) to transform energy-inefficient buildings into greener assetsWe also explored Nodes and Links $12M Series B funding for their AI-powered scheduling management platform that enhances

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00:44:04

Building Materials Marketplace vs Cloud...

Bricks, Buck$ And Bytes ·

2025/02/21

Building my own house made me realize how broken construction supply chains are - Saudi BRKZ founder's story sounds familiar?In today's episode of Bricks, Bucks and Bytes, we explored how Saudi BRKZ secured $17M Series A funding for their construction materials marketplace, bringing their total raise to $22.5M in just two years.We discussed how emerging markets like Saudi Arabia present unique opportunities for construction tech marketplaces that wouldn't work in Western markets, due to

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00:42:04

Invoice reconciliation, AI automation, Material data...

Bricks, Buck$ And Bytes ·

2025/02/14

From calling suppliers to schedule deliveries to manually typing data into Excel - this German startup secures €12.5M to fix construction's paper problem.In today's episode of Bricks, Bucks and Bytes, we had Henric Meinhardt from comstruct walk us through how they're digitizing the material delivery and invoice reconciliation process between suppliers and contractors.We got to learn about how they're using AI to process unstructured data from thousands of suppliers, replacing manual data entry with

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00:33:46

Why European Construction Tech Could Outperform US...

Bricks, Buck$ And Bytes ·

2025/02/07

In today's episode of Bricks, Bucks and Bytes, we learn about the story of an AEC start-up that raised $25M from a prestigious investor only to shut up shop shortly after announcing their round.We got insights into late-stage funding challenges in construction tech, with a seasoned investor highlighting why businesses struggle to raise Series B rounds when earlier rounds were overvalued.Also, we learned why Europe might offer better returns for construction tech investors than the US, despite

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00:44:32

$32M Series B: How Stratus is Revolutionizing MEP...

Bricks, Buck$ And Bytes ·

2025/01/31

"300 billion dollars for AI infrastructure in the next few years - but who will design and build it all?" - A thought-provoking insight from our latest conversation about the massive construction needs for AI's future.In today's episode of Bricks, Bucks and Bytes, we learned about Stratus raising $32M Series B to revolutionize MEP contractors' digital workflows. We explored how tech giants Microsoft, Amazon, and Google are planning to spend $300B on AI infrastructure

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00:32:41

First Principles & Founder Success: Lessons from...

Bricks, Buck$ And Bytes ·

2025/01/24

"20 years of experience or 1 year repeated 20 times?" - This profound question from Scott Wolfe (Levelset) captures why some founders achieve extraordinary success while others stay stagnant. In today's episode of Bricks, Bucks and Bytes, we explored how compound experience and non-linear career paths shape successful founders in construction tech. Tune in to learn about: ✅ How Scott Wolfe's diverse background (software, retail, law) led to Levelset's success ✅ Why non-linear experiences often

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00:50:12

The Truth About 3D Printed Homes: A Deep Dive Into...

Bricks, Buck$ And Bytes ·

2025/01/17

Is 3D printing concrete homes worth the $450M investment? In today's episode of Bricks, Bucks and Bytes, we got to learn that despite being a $2B company, ICON's 3D printed homes only show a tiny 0.5% carbon advantage over regular timber construction. We also explored why Q4 2024 was special for construction tech - it grabbed nearly 1% of all VC funding, the second-highest share ever. Even more impressive given that 2024 saw the lowest overall VC funding since 2014. The most striking insight

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