A war in Iran is threatening global supply chains. A CTO at a 3,500-person engineering firm says construction just accidentally solved its oldest problem. And the knowledge crisis is actually two problems, not one.

This week on the Executive Briefing:

Why Noble Francis is telling construction CEOs to stop optimising for cost and start optimising for security of supply, and why one of our co-hosts thinks that advice will price you out of the market.

Alain Waha, CTO at Buro Happold, on why large language models are construction's Google Translate moment, why cost-plus pricing is about to get squeezed, and why AI is not GPS (and what that means for the next generation of engineers).

The difference between firms whose institutional knowledge compounds and firms whose knowledge evaporates every time someone retires. Plus why capturing knowledge is only half the problem.

Quick hits: Turner's $29.2B year, Tutor Perini's best year in 130 years, Autodesk AECO up 22%, and Palantir's construction page going straight to a 404.

Three things you can do this week. One question that's going to split the room. Best LinkedIn comment gets read out next week.

Join the debate: https://www.linkedin.com/pulse/why-your-competitors-knowledge-compounding-while-yours-owen-drury-zeffe/⁠