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053 | Fixed vs. Variable | The Contrarian Playbook for Construction Tech Success
About This Episode
In this insightful episode, Patric Hellermann and Shubhankar Bhattacharya dive deep into a contrarian perspective on fixed versus variable costs in AEC tech startups. They explore how successful companies are challenging traditional venture capital wisdom by producing fixed costs but selling variable costs, particularly in construction technology, robotics, and infrastructure plays.
In This Episode
The hosts discuss ServiceTitan's successful IPO and its implications for the construction technology sector, marking a potential new phase in the market cycle.
They analyze the evolution of business models in construction technology, from traditional SaaS to outcome-as-a-service models, explaining why selling outcomes often proves more successful in construction than pure software plays.
They explore how cloud manufacturing platforms like Inframarket are revolutionizing the construction materials space by converting variable costs to fixed costs through capacity agreements with manufacturers.
They examine the transformation in construction robotics, using Monumental's innovative approach as an example of how robotics companies can succeed by selling outcomes rather than hardware.
Timestamps
(00:00) - Introduction and ServiceTitan IPO discussion
(03:26) - Deep dive into variable vs fixed costs
(27:17) - Cloud manufacturing and marketplace evolution
(34:19) - Construction robotics and outcome-based models
(48:29) - Distribution strategies and hybrid models
(55:48) - Conclusion and key takeaways
Resources or Companies Mentioned
ServiceTitan: https://www.servicetitan.com/
Monumental: https://monumental.is/
Inframarket: https://www.inframarket.com/
Connect With Us
Practical Nerds Website: https://practicalnerds.com/
Subscribe to the Newsletter: https://www.linkedin.com/newsletters/practical-nerds-7180899738613882881/
Foundamental: https://www.foundamental.com/
Patric Hellermann: https://www.linkedin.com/in/aecvc/
Shub Bhattacharya: https://www.linkedin.com/in/shubhankar-bhattacharya-a1063a3/
#ConstructionTech #VentureCapital #RoboticConstruction
View all episodes
By Patric HellermannAbout This Episode
In this insightful episode, Patric Hellermann and Shubhankar Bhattacharya dive deep into a contrarian perspective on fixed versus variable costs in AEC tech startups. They explore how successful companies are challenging traditional venture capital wisdom by producing fixed costs but selling variable costs, particularly in construction technology, robotics, and infrastructure plays.
In This Episode
The hosts discuss ServiceTitan's successful IPO and its implications for the construction technology sector, marking a potential new phase in the market cycle.
They analyze the evolution of business models in construction technology, from traditional SaaS to outcome-as-a-service models, explaining why selling outcomes often proves more successful in construction than pure software plays.
They explore how cloud manufacturing platforms like Inframarket are revolutionizing the construction materials space by converting variable costs to fixed costs through capacity agreements with manufacturers.
They examine the transformation in construction robotics, using Monumental's innovative approach as an example of how robotics companies can succeed by selling outcomes rather than hardware.
Timestamps
(00:00) - Introduction and ServiceTitan IPO discussion
(03:26) - Deep dive into variable vs fixed costs
(27:17) - Cloud manufacturing and marketplace evolution
(34:19) - Construction robotics and outcome-based models
(48:29) - Distribution strategies and hybrid models
(55:48) - Conclusion and key takeaways
Resources or Companies Mentioned
ServiceTitan: https://www.servicetitan.com/
Monumental: https://monumental.is/
Inframarket: https://www.inframarket.com/
Connect With Us
Practical Nerds Website: https://practicalnerds.com/
Subscribe to the Newsletter: https://www.linkedin.com/newsletters/practical-nerds-7180899738613882881/
Foundamental: https://www.foundamental.com/
Patric Hellermann: https://www.linkedin.com/in/aecvc/
Shub Bhattacharya: https://www.linkedin.com/in/shubhankar-bhattacharya-a1063a3/
#ConstructionTech #VentureCapital #RoboticConstruction