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.
📻 Siste episoder av AEC VC
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026 | Construction Tech Funding Hits $1 Billion in Q1 | Asia-Pacific Leads Market Share | BuildOps Reaches Unicorn Status | Robotics Cheat Sheet Unveiled (00:02:32)
About This EpisodePatric shares the impressive Q1 funding numbers for architecture, engineering, and construction technology, with the sector securing $1 billion in venture capital. The episode highli...
025 | Compounding Optionality in ConTech | B2B vs B2C Marketplace Misconceptions | Leapfrogging Software Adoption | Strategic Data Infrastructure for AI Readiness (00:06:44)
About This EpisodePatric Hellermann explores three critical concepts shaping the construction tech landscape: building businesses with compounding optionality instead of rigid long-term visions, the f...
024 | The Future of European Capital | AI in Construction Design | Founder Selection Criteria | Finding Generational Companies in AEC (00:09:28)
About This Episode In this episode, Patric discusses three key insights from his recent week: a major shift in capital allocation towards Europe, a compelling metaphor for understanding AI in construc...
023 | Behind the Scenes of Construction Tech Investment | Timeless Substance vs. Trends | The Polar (00:07:47)
About This Episode
Patric shares three key insights that shaped his thinking last week in the construction tech investment space. He explores the importance of timeless substance over short-lived tre...
022 | AI Governance in Construction | Navigating the PropTech vs ConTech Debate | Balancing Storytelling and Substance in Startup Growth (00:07:02)
About This EpisodePatric shares three key insights from his week in the construction tech space: a collaborative article on AI's impact in construction featuring insights from industry leaders, his pe...
021 | Cloud Manufacturing in Construction | The Coca-Cola Blueprint | 7 Key Competitive Advantages for AEC Tech Startups | Focus vs. Diffuse Specialists | Tailoring Software for Construction Users (00:05:08)
About This EpisodeIn this episode, Patric shares three valuable insights from his recent work in the construction tech sphere. He explores how cloud manufacturing in construction can learn from Coca-C...
020 | Maximizing Strategic Advantage in Construction Tech | Theta Decay Principles for Startups | Germany's Infrastructure Investment Boom | AEC Tech Internet Index Updates (00:05:07)
About This EpisodePatric shares insights on how construction tech startups can protect their competitive advantage by applying options trading principles, specifically Theta Decay. He explores Germany...
019 | Scaling VC Knowledge in AEC Tech | Software Fatigue Warning Signs | Working Capital ROI Formula | Strategic Co-Investor Selection (00:02:57)
About This Episode In this focused discussion, Patric Hellermann shares critical insights on emerging challenges in construction tech adoption and introduces Foundamental's strategic approach to evalu...
018 | Construction Tech's Perfect Storm | 96,000 New Dwellings Per Day | AI vs Traditional Software Value Creation | Hidden Opportunities in Category Creation (00:04:17)
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...
017 | Strategic Startup Communications and Foundamental's 2024 Success Story (00:03:00)
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...
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...
015 | AI in 3D CAD | The Energy Bill (00:13:03)
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...
014 | The State of AECS-Tech in Q3 2024 (00:07:34)
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...
013 | Demand Shaping In Construction (00:10:01)
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...
012 | My AEC Robotics Cheat Sheet (00:18:53)
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,...
011 | The AEC-Tech Internet Index | September Edition (00:14:17)
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...
010 | Grit & Stubbornness Look Similar (00:07:59)
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...
009 | Print Homes With Concrete | Who Gets It? (00:08:10)
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...
008 | The State of AECS-Tech (incl. Constru-Tech) in Q2 2024 (00:09:43)
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...
007 | The P&L of the Construction Industry (00:09:30)
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...
006 | Thesis: Warehousing For Construction (00:10:42)
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...
005 | Outcome-As-A-Service (00:12:50)
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...
004 | Hidden in Spite of Obvious (00:12:28)
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...
003⎢A New Infrastructure Platform Titan? (00:16:44)
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...
002 | The Macro Thesis No One Sees (00:09:42)
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...
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