Bricks And Bytes

This week's briefing covers three things landing in the same week that construction leaders need to understand before they plan anything for the rest of the year.First, interest rates. The European Central Bank raised rates for the second time this year on the tenth of September, to two and a half percent, with markets now pricing more than three further rises over the next twelve months. The US Federal Reserve decides on Wednesday the sixteenth, with traders putting the chance of a rise at around seventy percent. The Bank of England decides the day after, and is expected to hold at three point seven five percent. A hold is not a cut. The scheme that only works if rates come down is still waiting. And the thing pushing rates up, energy, is the same thing pushing material costs up. Construction takes the cause and the cure at the same time.Then the numbers. UK construction has now shrunk for twenty consecutive months, with housing falling to its weakest reading in August. Eurozone construction has contracted for fifty two months in a row, with France posting its steepest fall since lockdown. In the US, the chief economist at Associated Builders and Contractors said the increase in non-residential spending in July was entirely due to data centres. Take them out and non-residential is at its lowest since September 2023. One type of building is holding up the entire market on both sides of the Atlantic.Then OpenAI released a model called Astra on the third of September. In the launch demos it opened a 3D modelling tool, built a house, and exported it into a game engine you could walk around in. It rebuilt the Palace of Fine Arts in San Francisco overnight from old drawings and photographs. A post on LinkedIn this week asked the question nobody has a clean answer to yet. If the model can produce the design, what is the architect for? The comments split five ways, and none of them are comfortable.Drop your answers to this week's questions in the comments of this week's LinkedIn post.

Anthropic's own alignment lead says there's a greater than 10% chance AI kills us all within a decade.He was backing up a researcher who'd just quit the company over exactly that.On this episode of Bricks, Bucks & Bytes, we read the entire doomsday scenario out loud: the data centres, the autonomous research, the whole thing. Then we picked it apart.Martin's take: it's a fairy tale that conveniently justifies more regulation. Dustin's take: the AI can't even build its own infrastructure without us, so who's actually building the robots to run it?Bernie Sanders wants to ban superintelligence outright. Anthropic's own safety lead admits nobody has a plan to stop it either way.Full breakdown in the episode..#ai #bricksbucksandbytes #constructiontech #bricksandbytesChapters00:00 Intro01:16 AI Extinction Risk: Are We Really in Danger?04:19 How AI Could Actually Wipe Out Humanity07:18 AI vs Architects: The Commoditization Threat10:18 Can AI Ever Be Truly Creative?13:11 AI, Laziness and the Erosion of Critical Thinking16:12 OpenAI's Astra: Designing Full Homes with AI27:38 $616M Funding Boom in AEC Startups30:34 Why Foundational Models Threaten Construction Startups33:17 VCs Pile Into Physical AI and Robotics35:57 Europe's Construction Industry in Freefall37:50 Rising Interest Rates Crush UK Housebuilders41:25 AI, the Fed and the Next Economic Crisis44:50 Apple's $2,000 Folding iPhone Verdict🎧 Listen to the Podcast: https://open.spotify.com/show/3P7JkiN9X3N4Kh6jlDsOgi?si=91JP5nxvQbKStkp8AQdAOg 📩 Subscribe to the Bricks & Bytes Newsletter: https://bricks-bytes.beehiiv.com/🌐 Visit our website: http://bricks-bytes.com/📲 Follow us: LinkedIn: https://www.linkedin.com/company/bricks-bytes/ Twitter: https://x.com/bricksbytespod Instagram: https://www.instagram.com/bricksbytes/Our Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comEnjoying the insights? Hit that Subscribe button to stay ahead in construction tech, AI, and the future of how we build.

"I think what dies is when you have someone show up and they don't actually understand the problem they're solving and they can't relate to a builder."That's Brett Dahmer, CFO of Performance Contracting Group, on what actually kills a vendor pitch inside a 60+ office, employee owned specialty contractor.We sat down with Brett for a rare finance side view of ConTech decisions. He walked us through:BarrierCube Ventures, PCG's own venture arm, and why a contractor started writing cheques into startupsThe Track3D investment, and what happens when you're both a startup's investor and its biggest customerThe line KP Reddy gave him early on that he still uses to size up every founderBrett's quick fire answer on ROI in construction tech is worth the listen alone. A vendor once quoted him a figure for a company he knows personally, and it didn't hold up.Full episode live on Youtube and Spotify. #aec #bricksandbytes #construction #constructiontech #vcOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comChapters00:00 Intro01:00 Introduction to Brett Dahmer and Performance Contracting03:53 The Role of Technology in Construction08:51 Establishing a Venture Arm: Barrier Cube Ventures11:30 CFO Perspectives on Technology Investments17:19 Investing in Track Free D: A Case Study22:43 The Dual Role: Investor and Customer26:19 Challenges in Selling Technology to PCG26:49 Understanding the Pain Points in Problem Solving28:01 The Importance of Humility in Innovation29:57 Navigating Technology Implementation in Construction33:12 Consolidation of Technology for Efficiency35:13 Exploring Robotics and Automation in Construction37:32 Evaluating New Solutions: The First Questions40:12 The Role of Empathy in Founders' Pitches42:40 Reflecting on Investment Trends in Construction Tech45:37 Challenges of Fragmentation in the Construction Industry

This week's briefing covers three shifts reshaping industrial construction, supply chain efficiency, and margin health on the ground.For decades, European legacy builders insisted you couldn't make adequate margins delivering whole buildings from start to finish.Now, German construction powerhouse Goldbeck is breaking into America through a massive joint venture with Mortenson, bringing 24,000 shared staff to deploy serial, Lego-like prefabrication across US jobsites.The timing isn't accidental: hyperscalers building the world's largest AI data center campuses are actively squeezing contractors, demanding identical scopes of work for 20% less capital.Next, the fatal flaw in construction productivity. On complex mega-projects, 40% to 50% of the budget no longer goes to labor or raw materials—it is entirely eaten up by the compounding overhead of managing project complexity.Contractors are drowning in hundreds of disconnected software point-solutions that function as expensive band-aids, creating busywork while failing to budge the profit-and-loss sheet.Finally, re-engineering the labor equation. Industry veterans argue that true productivity isn't about software efficiency, but standardizing demand so supply can finally scale.Cutting runaway project management complexity in half could instantly free up the capital contractors need to invest directly in trades, boosting wages and genuinely reversing the chronic craft labor shortage.Drop your answers to this week's questions in the comments of this week's LinkedIn post.

700 AI agents hacked Hugging Face.They built a secret notice board inside OpenAI's own infrastructure, swapped over 70,000 messages on it, split the work between them and then tried to cover their tracks.The headlines called it a warning shot for humanity.So we asked two people who actually deploy this stuff inside construction what it means for us.Alain Waha, CTO at Buro Happold: "It's PR gold and it's sales gold."Dustin DeVan, CEO at Ediphi: "I think that there's probably a bit of fear mongering."Their view: the vendors who created the agents now get to sell you agents to defend against agents. Convenient.The part that should actually bother a contractor is smaller. The agents got in using leaked passwords they found online. Count how many logins your project teams hold across estimating, PM, document control and the rest. That is the exposure.And then the flip side, which is where the episode gets interesting.✅ An agent with infinite time will read a six week bid pack more completely than any human ever has (Alain) ✅ Preconstruction is a capital allocation equation, and most of the industry still treats it as "ingest a design and price it" (Dustin) ✅ Give an agent the wrong goal and it cheats. Give it the right one and it finds the complexity in your design that never needed to be thereJake Olsen from Stratus joins for the second half on why data centres are forcing MEP contractors to become manufacturers whether they like it or not.Full episode live on Youtube and Spotify. Link in comments.#bricksbucksandbytes #constructiontech #ai #aec #constructionOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comChapters00:00 Intro01:11 OpenAI AI Agents Hack Hugging Face Explained02:03 How 700 AI Agents Breached Hugging Face05:01 AI Cyber Attacks: Real Threat or PR Gold?07:39 AI Fear Mongering, Regulation and Big Tech10:36 Anthropomorphism: Do AI Agents Think Like Humans?13:23 AI Agents in Construction Bidding and Preconstruction15:53 Preconstruction as Capital Allocation (IPD Explained)18:32 Human in the Loop: Generative Design and Cost21:23 Solow Paradox: Why Construction Software Costs Keep Rising24:07 Why AI Adoption Fails in Construction Companies26:53 Sam Altman iPhone Moment, Point Solutions vs Platforms32:32 Stratus: MEP Fabrication Software Explained34:07 Why Data Centers Are Driving Prefab Construction38:44 Industrialized Construction: Will Contractors Go Back?41:42 Goldbeck Mortenson Joint Venture and the Future of MEP49:20 a16z MEP Thesis: Is Revit Really Outdated?55:26 Revit vs Fabrication Design: LOD 400 and PLM

"If you're considered a feature, you're dead."Klas Berghede has spent nearly twenty years at Boldt, a 100% employee owned contractor that has been building since 1889.We asked him whether there is still room for point solutions in construction tech.He said the door is closing.Adoption of AI across the industry is high. Measured improvement is close to zero. McKinsey's latest numbers back him up.Klas reckons roughly half the cost of a complex American build is no longer labour or material. It's the coordination around it.The near term winners will own a whole workflow end to end, not one clever step inside it.Half of ConTech will hate this. The other half already knew.In this episode of Bricks & Bytes, Klas argues that construction has an addiction to solving complex problems with complex solutions, that the industry starts every project from scratch and expects to improve anyway, and that the labour shortage is not the biggest problem we have.Episode out on Youtube and Spotify.#bricksandbytes #bricksbytes #aec #constructiontech #aiOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comChapters00:00 Intro01:10 Quick-fire round02:10 Construction's addiction to complex solutions03:33 Who is Bolt? 135 years, employee-owned, self-performing05:32 Inside the data center boom08:55 Data centers and rebuilding the power grid11:12 Inelastic buyers and the scramble for equipment14:45 What industrialized construction really means20:07 The 80/20 rule and the industrialized continuum24:04 AI: better, or just busier?29:13 Workflows over data, and the "definition of insanity"34:16 Why doesn't the whole industry go industrialized?38:24 Is there still room for point solutions?44:12 The flood of copycat AI tools48:43 The real problem isn't the labor shortage54:40 Why projects keep getting more complex56:58 Advice to leaders: never do it twice from scratch📩 Subscribe to the Bricks & Bytes Newsletter: https://bricks-bytes.beehiiv.com/🌐 Visit our website: http://bricks-bytes.com/📲 Follow us: LinkedIn: https://www.linkedin.com/company/bricks-bytes/ Twitter: https://x.com/bricksbytespod Instagram: https://www.instagram.com/bricksbytes/

This week's briefing covers three shifts reshaping jobsite technology, supply chain security, and risk on the ground.For five thousand years, construction has relied on chalk lines and measuring tapes to decide where walls go. While robotic total stations arrived twenty years ago, adoption has stalled near 16%. Now, layout automation is splitting into two clear approaches: printing robots that paint permanent lines and text directly on the slab, and optical projectors that beam designs onto floors, walls, and ceilings. Early data shows the value isn’t just labor reduction—it comes from re-sequencing the job. In one hospital build, setting full layout in a single pass let mechanical contractors work ahead of framers, cutting schedule risk and saving $2.5 million. Meanwhile, vendors are pivoting to outcome-as-a-service models rather than pure hardware sales.Next, the pricing shock in physical AI. At the World Humanoid Robot Games in Beijing, Chinese models demonstrated sub-$10,000 price points—with the Unitree R1 starting near $5,900—compared to US equivalents estimated near $250,000. But cheap hardware comes with hidden supply chain dependencies and security exposures. Chinese brands already account for roughly 97% of the commercial construction drone fleet, which now faces looming regulatory freezes, tariffs, and potential data-sharing liabilities on secure sites.Finally, the target on your digital infrastructure. Construction has surged to become the fourth most-targeted industry for ransomware, with 22 distinct cybercrime groups hitting contractors in Q1 alone. Last week, America's largest contractor, Turner Construction, disclosed a breach compromising thousands of personal files and project records. The threat landscape is shifting rapidly: autonomous, AI-driven agents are now conducting reconnaissance and executing automated attacks at machine speed, rendering traditional human-speed incident response obsolete.Drop your answers to this week's questions in the comments of this week's LinkedIn post.

Bill Gates says robots will take construction jobs by 2030. Dustin DeVan offered to bet his entire net worth against it.In this episode of Bricks, Bucks & Bytes, Owen, Dustin and Martin pull apart the 6,000 word essay Gates published this week and ask the question nobody in construction wants to answer out loud: if AI is making everyone so much more productive, why has nobody's headcount actually gone down? What they get into:Why Bill Gates thinks construction and hospitality roles shift to robots by 2030, and why the panel thinks he's wrongMeta's own internal numbers: code changes up 220%, features that reached users up just 36%, security incidents up 40%The Architecture Billings Index at 46.6, the longest slump since records began in 1995, and what it says about 2027California's new sales tax on software and what it does to the cost of running a business#aec #construction #tech #contechOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comChapters00:00 Intro01:00 Why AI Job Loss Predictions Keep Missing01:49 Bill Gates AI Essay Explained: Which Jobs Disappear First03:48 Can AI Hack Real Systems? Gates on Cybersecurity Risk06:37 Will Robots Replace Construction Workers by 2030?09:35 AI Companions and Teen Mental Health: The 72% Problem12:14 Meta $18 Billion Settlement: What It Means for TikTok and YouTube17:38 California SB 122: The New Sales Tax on SaaS28:30 Why Free Government Services Are Never Free30:40 Will Businesses Leave California Over Taxes?31:21 Architecture Billings Index 46.6: The Longest Slump on Record35:08 Data Centers vs Everything Else: The Construction Split41:40 How to Hire Software Engineers: In-House vs Agency47:18 Can You Rebuild an Estimating Platform with AI?

Four founders competing in construction layout walked into the same room.Nobody expected them to agree on much.But across the conversation, all four revealed the same thing about who they are really up against.Not each other.Tessa Lau, CEO and co-founder of Dusty Robotics: “Pretty much our biggest competitor is chalk lines and measuring tape.”William St-Pierre, CEO of Mechasys: “Our biggest competitor today is like DeWalt or Milwaukee with their tape measures.”Tomer Elran, co-founder of LIGHTYX: “They are not transferring from one technology to the other. They’re transforming from almost zero technology.”Derrick Morse, founder and CEO of Rugged Robotics, on HP entering the category: “HP has a marketing machine and a budget that I can only dream of. So for them to enter the race and to participate, I think is a net net win for everyone.”Eight rounds. Sixty-second answer caps. No slides.They debated accuracy, distribution, union adoption, capital, robots versus laser projection and whether construction layout could become a winner-take-all market.It took us more than eight months to get these four founders into the same room.Huge thanks to Christian Reed, founder and CEO of REEKON Tools, for moderating and to Tessa, Derrick, William and Tomer for taking part.#bricksandbytes #construction #constructiontech #constructionrobotics #aec**Chapters**00:00 Intro01:00 Why Construction Layout Is Ready for Automation02:51 Meet the Four Founders Competing for the Floor05:44 Chalk Lines, Tape Measures and 5,000 Years of Habit08:50 Debris, Dust and the Mess Nobody Plans For11:37 The $18M Hospital That Reportedly Saved $2.5M14:49 HP Entered the Market. Its Rivals Welcomed It17:41 Sub-Millimetre Accuracy or Simplicity?20:57 What Happens When the Model Meets the Slab23:59 Getting Contractors to Use the Technology26:31 Who Should Own Layout: The GC or the Subs?29:35 From Union Resistance to Training Programmes32:33 Four Founders on What Drives Adoption36:12 Why Rugged Sends Its Own Operators to Site38:33 Why Distribution Could Decide the Winner40:17 When Does the Price Make Sense?41:32 The New Jobs Created by Construction Robotics43:15 What Is Stopping This Market From Scaling?48:21 Could Construction Layout Become Winner-Take-All?52:57 Venture Timelines vs Construction Timelines56:41 Lightning Round and Audience Questions📩 Subscribe to the Bricks & Bytes Newsletter: [https://bricks-bytes.beehiiv.com/](https://bricks-bytes.beehiiv.com/)🌐 Visit our website: [http://bricks-bytes.com/](http://bricks-bytes.com/)

“We never use the word AI anywhere. You’re saying we’re an AI company, not me.”Mo Akbari-Hochberg built HoloBuilder and sold it to FARO. Now he is back with BuildCrew, a preconstruction platform backed by Khosla Ventures that uses digital workers to help contractors with estimating, trade scoping, bid levelling and preconstruction RFIs.In this episode, Mo explains why he believes 99% of construction AI teams do not properly understand the technology they are building with, why access to the same AI models does not produce the same results and what contractors should look for when buying AI software.We also discuss how BuildCrew can produce a rough order of magnitude estimate in 4 to 5 hours, compare 10 electrical bids in around 20 minutes and identify gaps across construction drawings and project documents.🎥 Link in comments.#BricksAndBytes #ConstructionAI #ConstructionTechnology #Preconstruction #ConstructionEstimatingOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comChapters00:00 Intro01:00 How Mo Built a Startup: Founder Story03:27 How to Build a High-Performing Team05:30 AI in Construction: The Complete Breakdown08:13 What is an AI Digital Intern?11:16 BuildCrew AI vs Traditional Construction Tech14:09 UI/UX & Reliability in B2B SaaS16:33 Biggest Pain Points in Pre-Construction19:29 High-End Residential Construction Challenges22:23 Scaling Beyond Luxury Homes to Commercial24:44 Customer Feedback & Product-Market Fit28:54 How BuildCrew AI Saves Time on Site31:02 Scaling Your Core Startup Team34:19 Startup Hiring Strategy: Attracting Top Talent35:58 Biggest Founder Mistakes & Lessons Learned37:10 How to Build a Great Tech Product38:10 How to Raise Venture Capital (VC Strategy)39:29 AI Productivity Benchmarks & Industry Insights43:38 Practical Use Cases of AI in Construction47:26 Biggest Misconceptions About AI52:17 Adapting to Rapid Changes in AI & Tech54:52 Will AI Replace Estimators? (Future of ConTech)