About This Episode

In this thought-provoking episode, Patric and Shub explore how founders and investors in the architecture, engineering, construction, and supply chain (AECS) space can avoid building businesses on fragile assumptions. Using the recent DeepSeek AI developments as a springboard, they dive deep into what makes category-creating companies truly special and sustainable in the construction tech landscape.

In This Episode

The fascinating story of Japan's stock market dominance in the late 1980s, accounting for 42% of global equities, and the dangers of following consensus narratives.

The distinction between diversification as a risk management tool versus the pursuit of outsized returns in venture capital investing.

A framework for identifying "hidden in spite of obvious" opportunities in construction tech, illustrated through real portfolio examples like SnapTroot.

The importance of having differentiated insights rather than following generic trends, particularly relevant for AI applications in construction tech.

Timestamps

(00:00) - Introduction

(00:47) - Discussion of DeepSeek and current AI landscape

(04:58) - Historical parallel: Japan's stock market dominance

(10:43) - Debate on diversification vs concentrated bets

(23:43) - Hidden in spite of obvious framework

(30:21) - Case study: SnapTroot

(35:20) - Analysis of AI copilots in construction tech

(41:48) - Conclusion and wrap-up

Resources or Companies Mentioned

SnapTroot: A Figma-like platform for AEC 3D drawings and design

InfraMarket: Construction materials marketplace

DeepSeek: AI language model company

## 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 #CategoryCreation