About This Episode

In this episode, Patric discusses three key insights from his recent week: a major shift in capital allocation towards Europe, a compelling metaphor for understanding AI in construction tech, and his evolving criteria for identifying exceptional founders based on years of experience in the AECS industry.

In This Episode

Trillions of institutional investment capital moving into Europe signaling a potential new era of liquidity and dynamism for European startups and infrastructure.

The revolutionary "water and bathtub" metaphor explaining why AI needs proper containment vessels like data infrastructure and authoring tools to create value in construction technology.

How "onion founders" with layer upon layer of granular industry insights create more successful companies than those with superficial understanding.

Why the best founders maintain the ability to "ride the elevator" between high-level vision and ground-floor operations, especially critical after Series B funding.

Timestamps

(00:00) - Introduction

(00:42) - Overview of three main topics

(01:20) - European capital allocation trends and potential impact

(02:15) - The water and bathtub metaphor for AI in construction tech

(04:35) - Why data infrastructure and authoring tools are critical with AI

(06:56) - How founder selection criteria has evolved

(09:11) - Conclusion and wrap-up

Resources or Companies Mentioned

Pitchbook

Rayon

Stanislas Chaillou's metaphor

Whatsapp Group with ConTech Founders

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Patric Hellermann

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#ConstructionTech #AIinDesign #VentureCapital