In this episode of our dis/agreed vodcast Patric Hellermann and Shubhankar Bhattacharya are debating the winners in construction. Who will win the game in construction? Global or regional players?
They discuss questions like:
- Foundamental is the largest global investor in construction technology. Our global set-up allows us to invest across both emerging and developed markets. What are the differences between the markets?
- Who will you back? A proven leader (in existing Market A) who is trying to enter Market B or an exciting younger prospect focused on Market B?
- Should construction market leaders prioritize geographic expansion or domination within a specific geography?
- Given the choice to invest in construction, will you go in by replicating a model or a playbook that has already been executed successfully somewhere else, or go with something that actually has no precedent, no examples that have worked before?
- You saw a certain model spectacularly fail in a market and now you’re seeing that same model being applied in construction tech. In that scenario, what goes on in your mind?