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Our library of thoughts about everything AECS-Tech, spanning design, construction, renovation, blue-collar and robotics, B2B marketplaces, supply chains and logistics. Plus the occasional sneak peeks into the Foundamental family life.

Practical Nerds

The latest in venture and technology in the real world, from construction-tech to design-tech. Two early-stage investors shooting the breeze about startups, founders and venture funding. We talk about design, construction, renovation, blue-collar, robotics and supply chains. Hosted by Patric Hellermann and Shub Bhattacharya, General Partners at Foundamental

Practical Nerds Podcast

AEC_VC

Reflections of a VC in AEC technology (architecture, engineering and construction-tech). What fascinated me last week.

AEC_VC Content

Articles

Covering a spectrum of verticals on construction, 3D and design, including renovation, blue-collar workforce and robotics, supply chains and logistics.

Press

If you ever get exhausted by our takes on the real world, here’s what the real world says about itself.

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MARS doubles down on Infra.Market with new $50M investment at $2.5B valuation
MARS Unicorn Fund, a joint venture between AI-driven fund Liquidity Group and Japanese bank MUFG, is an existing backer of the Mumbai-headquartered startup, having invested $50 million in it in 2022. The new investment, a primary fundraise (structured with both debt and equity) by Infra.Market’s Singapore unit, values the startup at $2.5 billion — retaining the 2021 Series C’s valuation.
Press
Asia-Pacific
Supply | Marketplaces
Thesis: Why AEC incumbents are being FORCED to buy tech
034 | Thesis: Why incumbents are FORCED to buy tech | Our 4-part answer | Exploding demand | Shrinking productivity | Fleeing labor | AEC is service & project biz | Perfect storm for industry
Practical Nerds
Markets Observatory
Outcome-as-a-Service
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, engineering, construction and supply chain sectors.
AEC_VC
Frameworks | Models
Hidden in spite of obvious
In this episode of my AEC_VC podcast, I share my "Hidden in spite of obvious" framework and how the most promising early-stage companies I invest in often pursue ideas that are obvious to industry insiders but remain hidden from outsiders.
AEC_VC
Frameworks | Models
Game-changer strategies in AEC-Tech, outcome-as-a-service and service-as-a-product
033 | Game-Changer Strategies in AEC-Tech | Service-as-a-product | Data lakes | Targeting Small One-Person Shops | Challenging Conventional Wisdom in Construction Tech
Practical Nerds
Frameworks | Models
Europe is a breeding ground for various Constru-Tech category creators
032 | Europe as a Breeding Ground for ConstruTech Category Creators | The Unique Market Dynamics of Germany and France | Exploring the Evolution of the French (AEC-Tech) Ecosystem
Practical Nerds
Europe
Markets Observatory
Why design software for contractors makes a ton of sense (think: Estimation !)
031 | The next battlefield of the CAD Wars? | Why design software for contractors makes a ton of sense | How 3D will transform the project estimation process of GC's
Practical Nerds
Design | CAD | 2D | 3D
A new infrastructure platform titan?
My take on Schneider Electric's reported $16 billion acquisition of Bentley Systems, and my views on the rise of "infraplatform" titans combining design software and operational platforms.
AEC_VC
Design | CAD | 2D | 3D
How founders can build toolings for mega-trends in AEC, example of Vertiv
030 | How founders can build toolings for mega-trends in AEC | Using the example of data center construction and Vertiv
Practical Nerds
Frameworks | Models
The macro thesis no one sees
In this episode, I share my unique macro thesis on the AEC (Architecture, Engineering, Construction) technology space.
AEC_VC
Markets Observatory
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