This Fortune 500 Company Had Never Used Excel Until 2016 - The $300B Tech Gap in Store Development
"I got employee of the year in 2016 for introducing Excel to my company."That's the state of technology in the $300 billion store development industry.In today's episode of Bricks & Bytes, we sat down with Genevieve Davis and Alim Uderbekov from Surfaice. These two met on a beach in California (yes, really) and decided to tackle one of the most analog industries out there with AI agents.Here's what we covered:✅ Why companies building hundreds of stores aren't using Procore (hint: it's expensive and they're retailers, not developers)✅ The "McDonald's is a race car" analogy - why 40,000 cookie-cutter restaurants are actually the perfect use case for AI in construction✅ How code is becoming a commodity and why that changes everything about vertical software✅ Why AI won't take your job, but people who know how to use it willLink in comments - give it a listen if you're in retail, store development, or just want to hear how two people turned a beach conversation into a company.Our Sponsors:Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comBuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.ioChapters00:00 Intro03:46 Introduction to Surface and Founders' Backgrounds 06:48 The Vision Behind Surface and AI in Construction 09:41 The Meeting of Minds: Genevieve and Alim's Collaboration 12:45 Current Challenges in Store Development 15:30 AI's Role in Automating Construction Processes 18:32 Efficiency Gains and Time Savings with AI 21:44 The Future of Store Development and Human Touchpoints 24:30 Defensibility and Business Model of Surface 27:25 Funding and Future Plans for Surface 39:13 Investment Insights and Strategic Partnerships 41:31 Customer Engagement and Feedback 44:33 AI in Construction: Transforming Workflows 47:14 Navigating the Go-To-Market Strategy 54:20 Understanding Competition in the AI Space 59:25 Customization and Onboarding Process 01:03:07 Future of AI in Construction
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Bricks & Bytes
LIVE at SpeckleCon 2025 - Bricks & Bytes - Full Stream
In this special episode, we're broadcasting live from SpeckleCon 2025 in London, where the future of construction technology is being written in real-time. We sat down with some of the biggest names in AEC tech to talk about the one thing everyone's finally paying attention to: data.
We hear from Suffolk Construction and Pomerlau on turning BIM chaos into usable data, MultiConsult's Morten on giving engineers superpowers with Python, Martin Day's warning that we're all horses before the industrial revolution, Oliver Thomas on why small firms will beat the giants in the AI race, and Speckle's Dimitrie and Virginia on their push to become the data platform that finally fixes this broken industry.
Key Takeaways:• Data accessibility is the new battleground - visibility matters more than authoring tools• General contractors are leading the charge on data infrastructure• Off-the-shelf LLMs don't work well for AEC without fine-tuning• The visualization industry is getting disrupted by AI right now• Open source doesn't mean free, but it does mean you own your exit strategy• Outcome-based pricing is coming for construction software• The market for design seats might be 50% smaller than we think once AI hits
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How Our High School Band Led To HVAC Software - Building HVAKR
From indie rock band to HVAC software startup—how's that for a pivot?In today's episode of Bricks and Bytes, we had Davis Muxlow and Andrew Krippner from HVAKR and we got to learn about building construction tech from the ground up, the innovator's dilemma killing legacy software companies, and why making products faster might actually hurt your revenue... and many more!Tune in to find out about:✅ How a church worship team "audition" turned into a college band and eventually a software company✅ Why legacy HVAC programs are making engineers slower despite new updates✅ The double-edged sword of efficiency: one engineer now doing the work of three✅ How AI is forcing SaaS companies to rethink their entire pricing modelThese guys went from mechanical engineering students with a Slack channel full of startup ideas to building a product that's actually making their customers more productive.The kicker? Their product works so well that customers need fewer seats. That's the kind of problem you want to have.Our Sponsor: Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comBuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.ioAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coChapters00:00 Intro03:19 The Musical Beginnings 05:20 From Bandmates to Entrepreneurs 09:13 The Path to HVACR 15:07 Building the Foundation of HVACR 19:02 The Accelerator Journey 25:10 The Product Unveiled 31:15 The Importance of Design in HVACR 35:18 Streamlining HVAC Design Processes 40:43 Design as a Differentiator 41:38 Innovative Pricing Models 44:35 Streamlining Sales Processes 48:12 Effective Trial Management 54:40 Customer-Centric Product Development 57:10 Building a Personal Brand 1:03:02 The Value of Transparency 1:04:13 Avoiding Common Mistakes in Product Design 1:09:25 Metrics of Success in Software Usage
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90% of Construction Firms Have ZERO Employees - The Reality of Residential Construction in America
How do you run a $2 trillion segment of the economy with just a book?In today's episode of Bricks and Bytes, we had Dmitry Alexin from Handoff and we got to learn about how AI is transforming residential construction, why 90% of US construction firms are one-person operations struggling with back-office work, and how a former IMF economist ended up building technology that delivers cost estimates in 30 seconds... and many more!Tune in to find out about:✅ Why traditional construction cost data is stuck in the physical book era and how real-time APIs are changing the game✅ How contractors can now delegate entire workflows to an AI agent through simple voice commands while driving between jobs✅ Why selling to residential contractors requires throwing out the enterprise playbook and leading with instant product value✅ The surprising shift of professionals from marketing and accounting backgrounds entering residential construction with a software-first mindsetWatch now to hear Dmitry's journey from GDP forecasting during the Ebola pandemic to revolutionizing how residential contractors run their businesses.Our Sponsor: Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comBuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.ioAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coChapters00:00 Intro03:40 Introduction to Handoff and Its Purpose06:41 Dmitry's Background and Transition to Construction09:30 The Data Challenge in Construction12:49 Building the First Real-Time API for Construction Prices15:35 The Evolution of Handoff and Its Features18:37 The Importance of Accurate Estimating21:37 The Role of AI in Construction Estimating24:40 Understanding Labor and Material Costs27:32 Streamlining Procurement Processes30:36 Product-Led Growth Strategy33:35 Overcoming Skepticism in the Industry37:55 Leading with Value: Product-Led Growth38:42 Go-To-Market Strategies: Finding Your Audience43:24 Targeting Residential Contractors: A Strategic Choice46:54 The Role of AI Agents in Construction Tech49:25 Learning from Failures: Experimentation in Startups55:35 Future of Construction: Robotics and Material Science58:60 Funding Insights: Building a Diverse Investor Base01:05:05 Advice for Technical Founders: Embracing Humility01:07:15 Join the Team: Opportunities at Handoff
Building a $1.6B Construction Tech Company in Australia - Lessons on Distribution vs Product
"The construction tech founders obsess over product, but distribution might matter more."
In today's episode, we discussed about VisiBuild securing a $6.6M round from Skip Capital to improve construction quality checks - going beyond just turning paper into apps.
We also discovered why Australian construction tech punches above its weight, with just two companies (Aconex and Safety Culture) putting the country third globally in unicorns.
Most valuable was Shubhankar's take on why typical SaaS metrics might not tell the whole story in construction tech's early stages.
Tune in to learn:
✅ Why the "build it and they will come" approach fails in construction
✅ How Australian founders turn their small market size into a global advantage
✅ What makes construction tech distribution different from regular SaaS
✅ Why community building matters as much as features
Listen to the full episode on Spotify to hear practical insights for anyone building or investing in construction tech.
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Chapters
00:00 The Importance of Distribution in AEC Tech
03:05 Execution Moat: The Key to Success
05:59 Navigating Distribution Challenges in Construction Tech
09:08 Market Dynamics: Distribution Strategies for Different ARR Levels
12:04 Global Perspectives: Indian Founders Targeting the US Market
14:49 Comparative Approaches: US vs. Indian Founders in Distribution
18:08 Community Building: A Strategy for Distribution Success
21:00 The State of SaaS in Indian Construction Tech
24:12 VisiBuild: A Case Study in Construction Tech Investment
33:14 Exploring Visibild's Impact in Construction Tech
36:09 The Evolution of Quality Checks in Construction
40:05 Unicorns in Construction Tech: Australia’s Rising Stars
42:58 The Unique Landscape of Australian Startups
47:59 Challenges and Opportunities for Australian Founders
52:57 Assessing Product-Market Fit in Construction Tech
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Bricks, Buck$ And Bytes
Retrofitting Yellow Machines: The $250,000 Labor Cost Savings in Construction
Are robots taking over construction sites? The future of "yellow machines" might surprise you.
In today's episode of Bricks, Bucks and Bytes, we got to learn about Teleo, a startup retrofitting heavy machinery for remote operation and semi-autonomous functionality.
We also explored the intriguing case of ServiceTitan's IPO plans, shedding light on the complex dynamics of venture capital and founder equity.
Additionally, we delved into the challenges and opportunities in automating construction equipment across various environments.
Tune in to find out about:
✅ The battle between full autonomy and teleoperation in construction robotics
✅ Why retrofitting existing machinery could be a game-changer
✅ How controlled vs. uncontrolled environments impact automation adoption
✅ The potential pitfalls of aggressive venture funding for founders
Listen now on Spotify to stay ahead of the curve in construction tech innovation.
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Chapters
00:00 Exploring the Robotics Space
03:02 Teleoperation vs. Full Autonomy
05:58 Applications in High-Risk Environments
08:55 Market Dynamics and Venture Backability
12:03 OEMs vs. Startups in Innovation
14:59 The Future of Autonomous Machinery
17:54 Service Titan's Path to IPO
31:09 The Russian Roulette of Venture Capital
34:41 Conflicts of Interest in Business Decisions
39:12 The Cost of Venture Capital
41:51 Understanding IPOs and Profitability
44:04 Economic Predictions and Their Implications
52:57 The State of Construction Technology in Europe
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Bricks, Buck$ And Bytes
What We Learned After a Year of Talking to Construction Tech's Biggest Names
"Follow the money to grow, follow your passion to build. While US construction tech startups have raised $30B, India's $1B investment is yielding better returns."
In today's episode of Bricks & Bytes, we did our November Monthly Review where we reflected on an action-packed month of content creation and exciting future plans.
We even explored fascinating market dynamics, founder insights, and geographic opportunities in construction tech.
Tune in to find out about:
✅ Our successful launch of the AI in Construction Report and first steps into monetization
✅ Highlights from our Boston trip interviewing startups at Suffolk's boost cohort
✅ Behind the scenes of the upcoming Ediphi super series releasing in January
✅ Plans for New York and San Francisco tour in 2025, plus a potential India expansion
Listen to the full episode on Spotify to hear Owen, Martin, and Patric discuss their key takeaways from November, upcoming content plans, and Patric’s take on why founders often over-obsess with product and under-obsess with distribution.
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Chapters
00:00 End of Year Reflections
03:01 Cultural Differences in Business Mindset
05:50 The Impact of Travel on Business
08:47 Exploring AI in Construction
12:11 The Role of Community in Innovation
14:55 Challenges in Design and Construction Software
17:52 The Disconnect Between Traditional and Startup Worlds
21:00 The Influence of Trust in Business Relationships
24:07 Venture Capitalists in Government
26:59 The Future of Governance and Innovation
32:48 Understanding Argentina's Political Landscape
35:09 The Importance of Product Distribution
40:40 Marketing Challenges in Construction Tech
43:47 Trends in AEC Technology
44:29 Talent Acquisition in the AEC Sector
46:03 Investment Trends in Construction Tech
50:34 Cultural Insights: Christmas Traditions
57:33 Closing Thoughts and Future Plans
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Bricks, Buck$ And Bytes
156 Indian Companies Grew 20% Annually for 20 Years: What It Means for Construction Tech
Did you know that India has 156 publicly listed companies that have grown their revenue by over 20% annually for the past 20 years? That's more than the US, China, Japan, and Germany combined!
In today's episode of Bricks, Bucks and Bytes, we got to learn about the upcoming IPOs of Swiggy and BlackBuck in India, signaling a vibrant economy and thriving tech sector.
We also discovered that B2B marketplaces are flourishing in India, with BlackBuck's successful IPO setting a positive example for similar companies worldwide.
Additionally, we learned about the opening IPO window in Western markets, with companies like ServiceTitan and Klarna preparing to go public.
Tune in to find out about:
✅ The surprising growth rates of Indian companies
✅ How B2B marketplaces are thriving in India
✅ The opening IPO window in Western markets
✅ Upcoming construction tech IPOs to watch
Listen now on Spotify to gain insights into the rapidly evolving construction tech landscape and investment opportunities in India and beyond.