About This Episode

Patric shares three key insights that shaped his thinking last week in the construction tech investment space. He explores the importance of timeless substance over short-lived trends, the strategic advantages of being a "polar bear" investor versus following the herd, and presents a surprising perspective on what successful construction robotics companies might actually look like.

In This Episode

The critical difference between time-bound trends and timeless substance in construction tech Why the "polar bear mentality" creates strategic advantages for both investors and founders How successful construction robotics companies may focus on modular platform adoption rather than full automation The potential for construction tech winners to emerge from unexpected places in the ecosystem

Timestamps

(00:00) - Introduction

(00:30) - Three key topics of discussion

(01:15) - Timeless substance in construction tech

(02:16) - The polar bear mentality for investors and founders

(04:39) - Why construction robotics winners might look different than expected

(06:57) - Conclusion and invitation for connections

Resources or Companies Mentioned

InfraMarket: https://infra.market/

Crunchbase: https://www.crunchbase.com/

Timeless Substance

https://www.linkedin.com/posts/aecvc_aec-startup-construction-activity-7310636823045652480-OivA?utm_source=social_share_send&utm_medium=member_desktop_web&rcm=ACoAAEwSjLMBzJTwB83CKSqlGKqUSCjivxKjGps

Crunchbase Article:

https://news.crunchbase.com/venture/early-stage-investing-types-herd-solo-hellermann-foundamental/

Rethink Robotics

https://www.linkedin.com/posts/aecvc_what-happens-when-a-hidden-generation-of-activity-7308840177819373568-p7aW?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 #InvestmentStrategy #ConstructionRobotics