The Next Biggest Hype in AI is Here + Concrete Robots, Moonshots and Volkswagen Cuts
"Within six months, every company will call themselves a world model company just to raise money."That's the prediction coming out of AMI Labs — Yann LeCun's $1 billion AI research fund. We spoke about what world models actually are, why they matter for construction, and why the hype cycle is already loading.We also had Lena-Marie Pätzmann from Sitegeist on the show — a TU Munich spin-out building robots for concrete renovation. The use case: high pressure water lancing, deployed as a subcontractor, starting with parking garages. Their robot fits in a van. Their margins are strong. And the customers came to them.Tune in to find out about:✅ What world models are and why they're different from LLMs✅ How to evaluate construction software without getting burned by legacy tech stacks✅ Why Volkswagen just cut 50,000 jobs and what European energy costs have to do with it✅ How Sitegeist is building robotic concrete renovation from a university lab into a real construction business🎧 Watch now on Spotify & YouTube#aec #bricksbucksandbytes #constructiontech #ai #construction #bricksbytes #vc #roboticsOur 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 Intro01:00 Introduction to World Models and AI Trends 02:03 Industry News: Funding Rounds in AI and Construction Tech 03:10 Personal Updates and Industry Challenges 05:07 The Complexity of CRM Implementation in Construction 07:13 The Role of Venture Capital in Software Development 09:54 Diving into World Models: What Are They? 13:00 Funding and Research in AI: Yann LeCun's Billion-Dollar Round 16:36 The Hype Around World Models and Their Promise 24:24 Understanding World Models: Beyond Chatbots 27:09 Implications of World Models for Construction Industry 44:10 Summary and Closing Remarks
read more
Bricks & Bytes
Global CTO: “AI Met Construction Where It Already Was - And Everything Changed” | Alain Waha, Buro Happold
"We built entire cities using PDFs and drawings. That's not a failure — that's a miracle. Now imagine what we build with the right tools."In today's episode of Bricks and Bytes, we had Alain Waha, CTO at BuroHappold Engineering, discussing AI transformation, the future of physical AI, and why 2026 already feels like three years have passed in nine weeks.Tune in to find out about:✅ Why construction being the least digitized industry is actually its biggest opportunity right now ✅ How AI is finally solving the Tower of Babel problem that's plagued AEC for decades ✅ Why firms need to choose — compete on cost or build a value brand — before it's too late ✅ Why foundational AI models for the physical world don't exist yet, and what it'll take to get thereCatch the full episode on Spotify and YouTube 🎙️#aec #bricksandbytes #construction #constructiontech #aiOur 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 Intro02:10 Introduction and Context of Rapid Change 06:38 Industry Size and Structure 12:29 Historical Perspective on Technology in AEC 17:56 The Tower of Babel Problem in AEC 23:33 Navigating the Future of Work 28:12 Value Creation in a Changing Landscape 32:37 Enhancing the Built Environment with Technology 37:18 The Future of Construction: A Digital Transformation 43:02 Cultural Shifts in Engineering and Technology Adoption 51:46 Knowledge Transfer and the Future of AI in Construction
read more
Bricks & Bytes
Executive Briefing: Construction Just Got Its Google Translate Moment
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:
Everyone's losing their mind over Palantir entering construction. There's just one problem they've been here for years, and nobody noticed.In this episode of Bricks, Bucks & Bytes, Owen, Martin, and Dustin Devan cut through the LinkedIn noise, get into why global instability should be keeping construction CEOs up at night, and sit down with Tobias Klug founder of New Energy who just raised €4.3M to rethink how heat pumps get installed across Germany.This week covers:Why Palantir's "arrival" in construction is more hype than reality and what it actually does (and doesn't do)The supply chain warning construction leaders keep ignoring until it's too lateHow Tobias and New Energy are building local installation hubs that combine certified craft expertise with startup-speed technologyTurner Construction hits $29.2B revenue a 40% jump in a single yearAutodesk's latest numbers and why their construction arm is growing faster than the rest of the businessQuote of the episode:"Palantir is SAP and Oracle 2.0 promises of everything under the umbrella, delivering unfathomable results.", Dustin DevanWatch the full episode on Spotify and YouTube now. 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 Intro01:15 Debunking Palantir's Construction Claims 11:16 Global Supply Chain Disruptions 21:22 The Impact of Wealth Tax Proposals 33:42 Meta Glasses and Privacy Concerns 41:14 Introduction to New Energy and Seed Funding 43:12 Heat Pump Technology and Market Positioning 49:40 Consumer Choices and Competitive Edge 50:32 Regulatory Challenges and Future of Heating Solutions51:48 Industry Insights and Company Performance
Why 70% Of Investors Have A Negative Impact On Your Startup And The Future Of Energy Assessments - Bricks, Bucks & Bytes
Is remote sales killing your construction tech startup? One founder learned it the hard way. By listening to an investor who had no idea.
In this episode of Bricks, Bucks and Bytes, we got to learn about Kelvin, a French startup using AI for home energy audits, which just raised 4.7 million euros.
We explored Turner & Townsend's latest construction cost survey, revealing cooling inflation across the sector.
Also, we delved into Vinod Khosla's controversial take that 90% of VCs add no value, with Patrick offering his candid perspective.
Tune in to find out about:
✅ Why Kelvin's remote energy assessment model may face challenges
✅ How construction labor shortages are reaching critical levels worldwide
✅ The dangers of taking advice from investors unfamiliar with construction
✅ Why construction cost inflation varies dramatically by region
----------------------
Sign up to the #1 Newsletter In Construction Tech. Join over 1,000 like-minded Founders, Investors and Techies disrupting the way we build. Forever : https://bricks-bytes.beehiiv.com/subscribe
----------------------
Company Mentioned:
Kelvin
Turner and Townsend
Enter
Enpal
Schneider Electric
Mac Markler
Kosla Ventures
Modulus
---------------------
Timestamps:
00:00 Introduction and Podcast Name
02:17 Kelvin: Using Technology for Energy Efficiency Audits
03:21 Construction Costs and Inflation
09:19 Challenges of Remote Data Assessment in Construction
35:15 The Dishonesty in the Investment World
49:00 The Lack of Exits in Construction Tech
53:27 Finding Value in Investors
55:43 Insights from Ex-Employees of Construction Tech Companies