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Practical Nerds
By Patric HellermannTechnology
Practical Nerds episodes
- 010⎢Features of Constru-Tech startups we love⎢Why M&A is broken for acquirers⎢The state of recent Constru-tech VC in 2023
This week:
- What features in ConstructionTech startups the Foundamental investors have come to love over the years
- Why M&A is picking up, and yet how 15 buy-side M&A professionals think the M&A process is broken and painful
- How venture capital in ConTech is shaping up in recent weeks
56 min - 009⎢Profitability in Constru-Tech⎢Unfortunate fundraising mistakes⎢What buy-side M&A professionals hate in Constru-Tech acquisition processes
This week:
- Why profitability matters (again) in Con-Tech specifically (aka old-school venture)
- Unfortunate fundraising mistakes Con-Tech founders can commit currently
- Buy-side M&A: Preliminary findings of a bunch of interviews what acquirers hate about the construction-tech M&A process (good insights for founders)
42 min - 008⎢InsurTech x Constru-Tech⎢AI for Africa⎢How India influences the African venture ecosystem⎢with Yvonne Bajela, Partner @ Localglobe
This week with Yvonne Bajela @ Localglobe:
- What is the tech in Insur-Techs, and how does it apply to Construction-Tech
- The African venture ecosystem
- When artificial intelligence (AI) is going to have an impact in Africa, and what venture models capture value in Africa before AI
- How venture in emerging economies can learn from each other, specifically why the African venture ecosystem resembles India so closely
46 min - 007⎢The truck driver shortage opportunity⎢Freight rates⎢Bricklaying robotics and what can be learnt from it for construction robotics
This week:
- Truck driver shortage in Europe and US, and what opportunity the nerds would love to back with a great founder team
- Freight rates dropped 80-85% since peak 2022, and what it means for logistics and ops-heavy founder teams in construction and the built world
- Bricklaying, shortage of skilled blue-collar bricklayers, and how robotics is about to solve it in Europe and some US markets
- Why construction (and ConTech) is NOT a cyclical asset class, while PropTech actually is cyclical
- Secondary-buying strategies of some top-tier multi-stage funds, and why it signals that we're at the bottom of the venture market correction
59 min - 006⎢Surety bonds in construction (and especially India)⎢Cross-border manufacturing⎢Pay-to-play
In this episode Patric and Shub chat completely unprepared about:
- Why are surety bonds insurtech's a thing for construction in APAC
- What is the cross-border manufacturing space and what makes it such a great fit for construction
- What is happening in recapitalization of startups, and what do the nerds think of pay-to-play among investors
- Why founders might want to fact-check a lot of random claims (solo) VC's make on social media
1 hr 11 min - 005⎢Nuqlea is pioneering a new procurement model⎢Club vs. marketplace⎢with Gaston Remy, Co-founder @ Nuqlea
This week, Gaston Remy joins Patric and Shub to chat about nothing at all:
- what makes Nuqlea a first-of-its-kind procurement model ?
- why is Nuqlea more a "club" than a marketplace ?
- how does it work to have every construction stakeholder - from producers, wholesalers, financiers and contractors - be part of a procurement platform ?
- what is the unfair advantage in Nuqlea's team ?
- and of course, how was it in Argentina when they became World Champions in Qatar 2022 ?
58 min - 004⎢Vertical search for building materials⎢Cross-border materials sourcing between USA and Latin America⎢USA Constru-Tech vs. Europe⎢with Adam Zobler, General Partner @ Foundamental
This week, Adam Zobler visits Patric and Shub to speak about nothing at all in US Construction-Tech:
- is vertical search for building materials in the US a thing ?
- what about cross-border sourcing for construction between US and LatAm ?
- is it fair to say US economy is more innovative than Europe ?
- and of course what about generative-AI for construction ?
44 min - 003⎢The cool thing about heat pumps⎢Software for heat pump installers⎢The thermal renovation market⎢with Martin Collignon, Founder @ Lun.Energy
This week, Patric and Shub speak about nothing at all when it comes to heat pumps for Europe, and climate-tech:
- what's the latest on the European heat pump craze ?
- what are heat pumps anyway, how do they work ?
- why software will free up a lot of installer capacity and skilled-labor hours, and make the installer life easier ?
- why thermal renovation of building stock is skyrocketing, and regulation is accelerating it towards 2050 ?
- how to make money with climate-tech ?
1 hr 2 min - 002 ⎢Snaptrude⎢Why architects make great founders⎢The revolution in BIM and CAD software⎢with Altaf Ganihar, Founder @ Snaptrude
As always, Patric and Shub speak about nothing - this week about nothing in BIM and design for architects and construction:
- what does Snaptrude's BIM and CAD software do differently ?
- do architects make great product people and founders ?
- should ConstructionTech founders stay away from "best-of" lists and "market maps" created by VCs and pundits ?
- which tech are the nerds looking forward to in architectural design in the next 5-10 years ?
- what was the craziest thing the nerds saw last week ?
48 min - 001⎢Practical Nerds: The Pilot Show
As always, Patric and Shub speak about nothing at all in the venture built world:
- will AI make vertical software obsolete ?
- is funding for Construction-Tech ventures finally thawing ?
- are venture market maps nonsense or even dangerous for founders ?
- what was the craziest business they saw last week ?
46 min
About Practical Nerds
From the publisher's feed
The latest in venture and technology in the real world, from construction-tech to design-tech. Two early-stage investors shooting the breeze about startups, founders and venture funding. We talk about…
design, construction, renovation, blue-collar, robotics and supply chains. Hosted by Patric Hellermann and Shub Bhattacharya, General Partners at Foundamental (www.foundamental.com).