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Why Pre-Con Is So Broken, AI Takeoff Hype, California Wealth Tax, $2.18T Construction Spend & Bentley’s $424M Quarter
Description
"Pre-construction has become less efficient than construction itself."
That is the claim Dustin Devan made on this week's Bricks, Bucks & Bytes after returning from Advancing Pre-Con. Martin, Patric Hellermann and Dustin also dug into the proposed California wealth tax, Bentley's Q1 earnings, and why VCs keep funding the 51st AI takeoff company.
Tune in to find out about:
✅ Why 80% of project cost is locked in before design is even 30% done
✅ How the California wealth tax proposal would actually value private companies
✅ Patric's case for indexing into "directionally right" early-stage bets
✅ Why takeoff is a feature, not a company
Listen now on Spotify, Apple Podcasts and YouTube.
#aec #construction #constructiontech #bricksandbytes #bricksbucksandbytes #ai #vc
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Chapters
00:00 Intro
00:35 Introduction and Overview of Topics
02:15 US Construction Spending Trends
09:52 California Wealth Tax Proposal
26:29 Advancing Pre-Construction Insights
34:38 Building Cost Infrastructure and Pricing Engines
40:30 The Role of Design in Construction Projects
45:39 The Importance of Feasibility in Design
50:46 The Impact of AI on Construction Estimation
53:25 Navigating the Takeoff Tool Landscape
57:02 Innovations in Construction Robotics