Bricks And Bytes

The World's Biggest VC Takes On Construction


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Every building you've ever been in was designed by software built in 1997.

That's the headline a16z used to put the bat signal out to AEC founders — and Joe Schmidt got dragged for it on LinkedIn.

But he's not a tourist. His grandfather invented the concrete pump.

In today's episode of Bricks & Bytes, we had Joe Schmidt from Andreessen Horowitz and got into the three attack vectors for disrupting Revit, why the services layer is the hidden prize… and many more!

Tune in to find out about:

✅ The 3 ways startups are attacking Autodesk's "workflow monopoly" — and which one Joe would bet on today

✅ Why replacing Revit in 5 years is unlikely (and why you don't need to)

✅ The real "why now" for AEC AI — it's not just LLMs

✅ Joe's advice to contractors and designers: adopt fast or get left behind🎧 Full episode out on Spotify and YouTube!

Chapters

00:00 Intro

01:20 Introduction to A16Z and Joe Schmidt's Background

05:00 Understanding A16Z's Investment Philosophy

09:29 The Construction Industry's Potential and A16Z's Interest

15:57 Thesis Overview: Innovation in Construction Tech

20:21 The Role of AI in Transforming Construction

25:45 Challenges and Opportunities in Construction Tech Adoption

25:52 The Evolution of Design and Budgeting in Construction

31:34 Incentives and Rework: A Double-Edged Sword

37:38 AI's Role in Enhancing Design Efficiency

42:12 The Human Element in AI-Driven Design

47:51 Navigating the Future of Construction Technology

#aec #bricksandbytes #bricksbytes #construction #bricksbucksandbytes #constructiontech #vc #revit #autodesk #a16z

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