3-4X BETTER ROI THAN HEAT PUMPS - VARM's Mission to Insulate 1 Million Homes by 2033
"Insulation has a 3-4x better ROI than heat pumps and 10x better than solar systems. Most people get this wrong when retrofitting their homes."In today's episode of the podcast, we had Chris from VARM, who shared his journey of building a VC-backed installation business aimed at becoming the European champion in the space.Tune in to find out about:✅ How VARM is building a "cloud installer network" - a franchise model on steroids✅ Why Chris pivoted from longevity e-commerce to climate tech after successfully exiting his first business✅ The surprising fundraising reality: "VCs and markets and investments are very often done based on FOMO"✅ Their ambitious mission to insulate 1 million houses over 10 yearsListen to the full episode on Spotify to learn how VARM is revolutionizing the insulation industry with their innovative business model and scaling strategy.-----Chapters00:00 Intro06:20 The Journey to Vaughan: Chris's Background09:19 From Management Consulting to Entrepreneurship12:17 Building a Sustainable Business: The Vision for Varm15:19 Why Insulation? The Case for Energy Efficiency18:24 Blown-In Insulation: A Smart Choice21:20 The Business Model: Cloud Installer Network24:08 Empowering Installers: The Business in a Box27:25 Growth Strategy and Customer Acquisition36:04 Community Engagement and Education39:26 Content Marketing Strategies40:59 Learning Through Experience43:12 The Cloud Installer Model45:52 Investor Relations and Fundraising47:38 Resource Allocation and Growth48:45 Understanding Competition51:09 Creating Win-Win Situations52:24 Market Expansion Plans55:55 Defining Success Metrics57:40 Cultural Fit in Hiring1:04:25 Advice for Founders in Physical Industries
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Bricks & Bytes
Construction Scheduling Is Dead - Broken Scheduling Systems & Modern AI Solutions from $600M Firm
"Construction scheduling is completely broken. We're still using PDF files and sticky notes to manage million-dollar projects."In today's episode of Bricks & Bytes, we had Patrick Hennessy from Harkins Builders and we got to learn about why traditional project management tools are failing the construction industry, how AI could revolutionize daily site operations, and the brutal truth about construction tech pricing... and many more!Patrick runs planning and analytics for a $600M general contractor and shares unfiltered insights from the trenches of construction technology adoption.Tune in to find out about:✅ Why Primavera P6 and traditional scheduling software creates more problems than it solves✅ How AI daily briefs could replace morning huddles and transform job site management✅ The real reason construction software pricing is getting out of control and what contractors should demand✅ Why construction tech websites are completely useless and how startups are losing millions in delayed sales cyclesListen now on Spotify and get the inside perspective on where construction technology is actually heading from someone who evaluates and implements it every day.----------Chapters
00:00 March Madness and Personal Reflections01:15 Understanding Project Controls at Harkins Builders04:06 The Role of Technology in Project Management09:17 Harkins Builders: Company Size and Structure11:36 Innovation in Construction: VDC vs. Project Controls13:01 Evaluating Scheduling Software: The Future of Collaboration16:06 Traditional vs. Modern Scheduling Practices20:14 Data Collection and Its Impact on Scheduling25:28 Accelerating Tech Adoption in Construction29:32 The Quest for Comprehensive Software Solutions33:29 The Importance of Clear Messaging in Construction Tech37:16 Navigating Cold Outreach and Sales Tactics41:15 The Challenge of Point Solutions vs. Comprehensive Platforms44:46 Understanding Pricing Models in Construction Software55:32 The Impact of AI on Construction Processes
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Bricks & Bytes
File-Based Design Is Dying - Solving Architecture's Profitability Crisis with Cloud-First Solutions
"The future of building design is on the cloud. File-based design systems are becoming obsolete."In today's episode of the Future of Design Series from the Bricks and Bytes podcast, we had Altaf from Snaptrude who shared fascinating insights about the evolution of design software in architecture and construction.Tune in to find out about:✅ Why cloud-based design tools are 10x faster than traditional file-based systems✅ How data connectivity is transforming early-stage design workflows✅ Why architects are wasting billable hours on rework and value engineering✅ The coming inflection point for cloud-based design tools (predicted mid-to-late next year)Altaf also revealed they're working on AI copilots that will revolutionize how architects make design decisions based on sustainability data. Don't miss this conversation about the tools that will shape our built environment.----Download the Future of Design report here : https://bricks-bytes.com/downloads/-----Chapters00:00 Intro05:38 Introduction and Personal Updates08:42 The Future of Design and Construction11:45 SnapTrude: A Modern Approach to Design14:35 Collaboration and Interoperability in AEC17:32 Transitioning from Concept to Detailed Design20:38 Data Management and User Experience23:35 The Role of AI in Design Software26:46 Building Foundations for Future Growth29:47 Iterative Development and Customer Feedback32:44 Emerging Design Tools Landscape35:19 SnapTrude's Growth Strategy36:56 Focus on the US Market38:31 Investor Insights and Funding Journey40:41 Advice for Innovators in Design Tech42:37 Future of Design: Cloud and AI Integration45:23 Architects and New Tools Adoption48:36 Inflection Point for Cloud Adoption49:28 ROI and Productivity in Architecture51:18 Sustainability in Design54:06 Communication and Efficiency in Design
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Bricks & Bytes
Building A Construction Marketplace in Africa With Kagure Wamunyu
"WhatsApp processes billion-dollar construction orders while ERPs sit unused as glorified data entry systems in Africa.."In today's episode of Bricks & Bytes, we had Kagure Wamunyu from Jumba and we got to learn about how African tech companies must build entire ecosystems from scratch, why 60% of Kenya's GDP runs on mobile money, and how construction distribution works in emerging markets... and many more!Tune in to find out about: ✅ How Uber Kenya became the first 100% cash market using manual Excel reconciliation ✅ Why Kenyans build homes instead of buying them due to 15% mortgage rates✅ The reality of building construction tech in Africa where you become multiple businesses ✅ How WhatsApp has become the primary business operating system across African companiesFrom civil engineering to dropping out of Oxford PhD to revolutionize construction supply chains across Africa, Kagure shares the untold story of adapting global tech solutions to local market realities.Her journey from handling driver strikes as Uber's face in Kenya to building Jumba shows how founders in emerging markets navigate challenges that don't exist elsewhere.Watch now on Youtube to hear the full conversation about building in markets where traditional assumptions don't apply.
00:00 Intro01:55 Kagure's Journey: From Nairobi to Tech Innovator04:52 The Uber Experience: Adapting Technology to Local Markets07:53 Understanding Mobile Money: The Backbone of Kenyan Transactions10:53 Navigating Challenges: From Uber to EdTech13:59 The Birth of Jumba: Merging Construction and Technology16:48 Jumba's Business Model: Connecting Hardware Stores and Manufacturers20:09 Strategic Product Focus: Cement, Steel, and Beyond22:56 Scaling Operations: The Role of Hardware Stores in Construction25:45 SaaS Development: Building Technology for the Construction Industry28:30 Streamlining Financial Processes with SaaS29:35 Building Tech Products in Africa34:35 Navigating Talent and Fundraising in Kenya39:35 Understanding African Market Dynamics43:54 Sales Strategies in Construction Tech48:30 Challenges and Advantages of Being a Female Founder49:57 Lessons Learned and Future Ambitions
Live from AU, Hosts World Travels, University Entrepreneurship Culture, NFL Insider
In this episode of Bricks, Bucks & Bytes, Owen reports live from Autodesk University in Nashville while Martin shares insights from ETH Zurich's startup conference and Patrick breaks down why popular AI bubble theories are dead wrong.Key Topics Discussed:Why European universities systematically crush entrepreneurial thinkingThe truth behind construction tech's massive funding rounds (80-120M per quarter)How to spot real market bubbles vs. media hype around AI stocksWhy hardware startups face an uphill battle against venture capital preferencesThe innovation crisis at large tech companies like AutodeskPatrick's exclusive behind-the-scenes tour of the LA Rams stadiumMartin's analysis of timber-earth construction panels and venture backabilityKey Quote: "You're basically being taught all the time to stay within reason. And if you want to build a really awesome company, you have to be going against the grain and doing things that other people will call you crazy for." - Patric on why universities fail at creating entrepreneursFrom concrete innovation to NFL stadium construction secrets, this episode exposes the uncomfortable truths about where construction technology is really headed.
Microsoft just bet $10M on construction AI - but industry insiders think it's a massive mistake.In this episode of Bricks, Bucks & Bytes, Owen, Patrick, and Dustin dive into the biggest tech moves shaking up construction while welcoming guests from two hot startups that just raised millions.Key topics discussed:Microsoft's massive $10M AI bet with Balfour Beatty - and why some think it's overpricedBluebeam acquires Firmus AI in a surprising exit storyAutodesk's crushing $1.7B earnings that made investors very happyWhy Figma's stock crashed despite good earningsOneCrew raises $7.5M to modernize paving contractorsBuildFactory's $3.3M raise for prefab marketplace (plus an epic stealth mode fail)OpenAI's ironic $400K job posting for a content strategist"Those are amazing companies, but both those pieces of software need to be shot behind the tool shed. Like they are so old." - Dustin DeVan on legacy construction softwareFrom billion-dollar acquisitions to startup war stories, this episode reveals what's really happening behind the scenes in construction tech - including how one founder got exposed by a LinkedIn web scraper and why some think Microsoft is charging contractors way too much for basic AI tools.
Our Sponsor: Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comBuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.io4M Analytics - Instant, reliable utility data you can trust and verify - https://www.4manalytics.com/
Chapters00:00 Intro01:26 Introduction and Martin's Travels03:11 Microsoft's Investment in AI for Construction15:48 Acquisition of Firmus AI by Bluebeam23:50 Autodesk's Latest Earnings Report29:22 Earnings Insights and Market Reactions32:20 Autodesk's Strategic Shifts and Growth Potential34:24 Figma's Earnings and Market Positioning37:11 Figma's AI Initiatives and Future Directions51:05 OneCrew's Innovative Approach to Paving Software01:01:00 AI in Construction: The Future of Scheduling and Management01:04:37 Navigating the Challenges of Selling to Government Agencies01:05:42 Britton Langdon's Journey: From Stealth to Startup01:07:40 The Prefabrication Marketplace: Bridging Supply and Demand01:14:22 Quality Control in Prefabrication: Ensuring Standards01:20:12 Defining Prefab: Strategies for Cost and Efficiency
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Bricks, Buck$ And Bytes
Robotics Mega Show with Dusty Robotics and ex-Waymo exec & CTO of Bedrock Robotics
Why these ex-Waymo engineers decided to conquer construction with their new startup, Bedrock Robotics.In this episode of Bricks, Bucks & Bytes, Owen and Patrick dive deep into the robotics revolution hitting construction with two industry-changing guests. Mo joins as co-host, bringing his Silicon Valley robotics expertise to unpack the biggest funding rounds and breakthroughs happening right now.Key topics discussed:- Why Dusty Robotics chose layout printing over flashier robot applications- How ex-Waymo engineers are retrofitting excavators with self-driving tech- The brutal truth about why most construction robotics startups failWhy accuracy is becoming the ultimate moat in construction robotics- How labor shortages are forcing the industry to embrace automation- The surprising lesson from building 60 robots in-house before outsourcing- Why Field AI's $405 million funding signals a tipping point for the industry- How construction sites are actually the perfect training ground for real-world roboticsKey quote: "Obviously everything's going to be built by robots in the future." - Tessa Lau, Dusty RoboticsFeaturing Tessa Lau, founder of Dusty Robotics (the most respected robotics company in construction tech), and Kevin Peterson, CTO of Bedrock Robotics (fresh out of stealth with $80 million to automate heavy machinery). This episode reveals why construction might be the key to unlocking robotics everywhere else.
🎧 Listen to the Podcast: https://open.spotify.com/show/3P7JkiN9X3N4Kh6jlDsOgi?si=91JP5nxvQbKStkp8AQdAOg 📩 Subscribe to the Bricks & Bytes Newsletter: https://bricks-bytes.beehiiv.com/🌐 Visit our website: http://bricks-bytes.com/
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Chapters00:00 Intro01:06 Introduction to Robotics in Construction03:53 Current Trends and Sentiments in Robotics06:45 Barriers to Adoption in Robotics09:40 Autonomy vs. Collaboration in Robotics12:40 Field AI and Its Impact on Construction15:29 Dusty Robotics: Revolutionizing Job Sites18:18 The Future of Construction with Robotics21:04 Challenges in Construction Tech23:53 The Importance of User Experience in Robotics26:55 Lessons Learned from Robotics Development29:36 The Role of Accuracy in Robotics32:50 Proprietary Hardware vs. Off-the-Shelf Solutions39:43 Prototyping and Time to Market42:40 Manufacturing Challenges in Robotics44:46 Adoption of Robotics in Construction46:23 Pricing Strategies for Hardware47:41 Building a Thriving SaaS Business49:20 Transitioning from Self-Driving Cars to Construction53:30 Unique Product Offerings in Construction Robotics56:29 Collaboration Between Humans and Machines59:24 Adapting to Change in Construction01:11:09 The Future of Robotics in Construction
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Bricks, Buck$ And Bytes
Construction Productivity Myths, UAE Real Estate, TIMES VC Rankings, with Barton Malow
In this episode of Bricks, Bucks & Bytes, Owen, Martin, Dustin, and Patric dive deep into the biggest misconceptions shaking up construction and venture capital. Plus, we're joined by Victor Muchiri from Barton Malow (a $5 billion general contractor) who reveals what tech actually works in the field.What we cover:Why Dubai developers are bringing $19 billion worth of construction in-house (and whether this trend will hit the West)The shocking truth about that McKinsey productivity chart everyone uses in pitch decksWhy 8 out of 10 construction companies can't even define what a "project" isTime Magazine's controversial VC rankings that reward management fees over actual returnsVictor's insider perspective on which construction technologies actually deliver resultsThe Pablo Escobar business model lesson that might change how you think about valuationsKey quote: "Construction companies can't even define what a project is. Eight different customers cannot define internally what a project is. One customer had eight different definitions. This is your business - the project is the equivalent of the order in manufacturing." - PatricFrom Sequoia being mysteriously absent from "top VC" lists to why rats eating cash might be better than some investment strategies, this episode challenges everything you think you know about construction productivity, venture capital, and business models.------------Chapters00:00 Introduction and Awkward Beginnings03:08 Dubai's In-House Construction Trend11:01 The Best Owner Logic in M&A18:40 Market Dynamics and Developer Strategies21:19 Construction Productivity and Industry Comparisons30:45 Luxury and Value in Construction32:09 The Economics of Markup and Intangible Assets34:32 Current Trends in the UK Construction Market36:02 Introduction to Barton Mello and Its Operations38:36 Innovations in Construction Technology41:31 Data Strategies in Construction45:10 Defining Projects in Construction49:59 Standardization Challenges in Construction53:15 Engaging with Startups in Construction Technology54:35 Navigating AEC Tech Startups56:01 The Importance of Industry Expertise57:09 Defining Success in Venture Capital58:36 Exploring America's Top Venture Capital Firms59:53 Evaluating Venture Capital Performance01:01:42 Critiquing the Scoring Criteria of VC Firms01:04:49 The Role of Sequoia in Venture Capital01:08:25 Understanding the Power Law in VC Investments01:10:19 The Impact of Management Fees on VC Performance01:13:13 The Purpose Behind Controversial Lists01:15:33 Top Podcasts and Their Influence
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