AEC VC

002 | The Macro Thesis No One Sees

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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 property tech, and why the fundamentals of each are vastly different
    • How AEC tech is thriving counter-cyclically, with funding tripling since 2021 and 6x growth over the past 5-6 years
      • The universal pattern I've observed across sectors - once a space hits $5 billion in VC, it typically reaches $50 billion in 6-8 years
        • The critical importance of building robust data infrastructure as the foundation for unlocking the next wave of innovation
          • The potential for significant value creation, with only 16 AEC tech unicorns today but over 100 more expected to emerge


            • Don't miss this insightful look into the macro trends shaping the future of the AEC technology landscape.

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            AEC VCBy Patric Hellermann