AEC VC

016 | Producing Fixed | Selling Variable Costs


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About This Episode

In this episode of AECVC, Patric Hellermann kicks off 2025 with a new weekly format discussing multiple key observations and data points in the architecture, engineering, and construction technology space. He covers three significant topics from the week, including an analysis of business models, Q4 2024 funding statistics, and web traffic trends in the AEC tech sector.


In This Episode

Understanding the advantage of variable cost business models in AEC tech, where companies can sell variable costs while maintaining fixed cost operations


Analysis of Q4 2024 funding statistics showing AEC tech reaching nearly 1% of total VC market share


Review of December 2024 web traffic data revealing key trends in construction tech adoption and market leadership


Insights into the performance of various AEC tech segments including reality capture, marketplaces, and sustainable materials


Timestamps

(00:00) - Introduction

(00:45) - Overview of new 2025 format

(01:15) - Fixed vs Variable Cost Analysis

(02:20) - Q4 2024 Funding Statistics

(02:45) - AEC Tech Internet Index Discussion

(04:30) - Conclusion and wrap-up


Resources or Companies Mentioned

OpenSpace: https://www.openspace.ai/

InfraMarket: https://infra.market/

Zedwork:

Moglix: https://www.moglix.com/

EquipmentShare: https://www.equipmentshare.com/


Connect With Us

Spotify: https://open.spotify.com/show/3fvTj23GIMlAT6CCm4t1lT


Apple: https://podcasts.apple.com/de/podcast/aec-vc/id1740915855


Foundamental: https://www.foundamental.com/


Subscribe to the Newsletter: https://www.linkedin.com/newsletters/aec-vc-7186650851766083584/


Patric Hellermann: https://www.linkedin.com/in/aecvc/


Web: https://aecvc.com/


#AECtech #VentureCapital #ConstructionTechnology

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AEC VCBy Patric Hellermann