About This Episode
Patric shares insights on how construction tech startups can protect their competitive advantage by applying options trading principles, specifically Theta Decay. He explores Germany's potential infrastructure investment boom following elections and highlights key findings from the latest AEC Tech Internet Index.
In This Episode
How Theta Decay from options trading creates a framework for startups to protect their competitive intelligence and maximize their unfair advantages in construction techWhy construction tech's quirky, nuanced market makes proprietary insights particularly valuable compared to more "Googleable" industriesAnalysis of Germany's cross-partisan support for infrastructure investment and how the post-election climate could trigger a new economic cycleDeep dive into February's AEC Tech Internet Index revealing breakout performance in reality capture space and growth in outcome-as-a-service startups
Timestamps
(00:00) - Introduction
(00:20) - Theta Decay principles applied to construction tech startups
(02:20) - Germany's potential infrastructure investment boom
(04:00) - February AEC Tech Internet Index highlights
(04:46) - Conclusion and wrap-up
Resources or Companies Mentioned
Opinion on Theta Decay: https://www.linkedin.com/posts/aecvc_aistrategy-categorycreation-constructiontech-activity-7297289202256302080-4yOl?utm_source=social_share_send&utm_medium=member_desktop_web&rcm=ACoAAEwSjLMBzJTwB83CKSqlGKqUSCjivxKjGps
Take on German Governmental Election & Kich-Off of possible new infrastructure: https://www.linkedin.com/posts/aecvc_construction-infrastructure-germany-activity-7297999819195711488-cD03?utm_source=social_share_send&utm_medium=member_desktop_web&rcm=ACoAAEwSjLMBzJTwB83CKSqlGKqUSCjivxKjGps
Tech Internet Index: https://www.linkedin.com/posts/aecvc_aec-tech-internet-index-february-2025-editionpdf-activity-7297670829440417792-MUjw?utm_source=social_share_send&utm_medium=member_desktop_web&rcm=ACoAAEwSjLMBzJTwB83CKSqlGKqUSCjivxKjGps
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/
#ConstructionTech #InfrastructureInvestment #StartupStrategy
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By Patric HellermannAbout This Episode
Patric shares insights on how construction tech startups can protect their competitive advantage by applying options trading principles, specifically Theta Decay. He explores Germany's potential infrastructure investment boom following elections and highlights key findings from the latest AEC Tech Internet Index.
In This Episode
How Theta Decay from options trading creates a framework for startups to protect their competitive intelligence and maximize their unfair advantages in construction techWhy construction tech's quirky, nuanced market makes proprietary insights particularly valuable compared to more "Googleable" industriesAnalysis of Germany's cross-partisan support for infrastructure investment and how the post-election climate could trigger a new economic cycleDeep dive into February's AEC Tech Internet Index revealing breakout performance in reality capture space and growth in outcome-as-a-service startups
Timestamps
(00:00) - Introduction
(00:20) - Theta Decay principles applied to construction tech startups
(02:20) - Germany's potential infrastructure investment boom
(04:00) - February AEC Tech Internet Index highlights
(04:46) - Conclusion and wrap-up
Resources or Companies Mentioned
Opinion on Theta Decay: https://www.linkedin.com/posts/aecvc_aistrategy-categorycreation-constructiontech-activity-7297289202256302080-4yOl?utm_source=social_share_send&utm_medium=member_desktop_web&rcm=ACoAAEwSjLMBzJTwB83CKSqlGKqUSCjivxKjGps
Take on German Governmental Election & Kich-Off of possible new infrastructure: https://www.linkedin.com/posts/aecvc_construction-infrastructure-germany-activity-7297999819195711488-cD03?utm_source=social_share_send&utm_medium=member_desktop_web&rcm=ACoAAEwSjLMBzJTwB83CKSqlGKqUSCjivxKjGps
Tech Internet Index: https://www.linkedin.com/posts/aecvc_aec-tech-internet-index-february-2025-editionpdf-activity-7297670829440417792-MUjw?utm_source=social_share_send&utm_medium=member_desktop_web&rcm=ACoAAEwSjLMBzJTwB83CKSqlGKqUSCjivxKjGps
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/
#ConstructionTech #InfrastructureInvestment #StartupStrategy