50 senior AEC leaders were interviewed about their AI strategies. Every one was bullish. Every one was optimising the same broken system. Not one was rethinking the operating model. That finding sat at the centre of everything that happened this week.

This week on the Executive Briefing:

Why "don't automate the past" is the most important phrase in construction AI right now, and why the Rule of Five might be the simplest AI policy you've never heard of.

Why construction doesn't have a moonshot, why productivity isn't inspiring enough to rally the industry, and what that means for your AI strategy.

The Great Split goes transatlantic. $25.2B in US data center starts in a single month. UK industrial construction up 19%. Residential still flat. The UK's largest AI data centre just got approved at £10B. Balfour Beatty hits 3.5% margin on nuclear and defence. And the government is fast-tracking data centres onto the same grid that's supposed to deliver 1.5 million homes.

World models: a billion dollar bet on AI that understands physics. Who Yann LeCun is, what AMI Labs is building, and why construction should care even though you can't buy it yet.

Three things to do this week. Several questions that are going to split the room. Best LinkedIn comment gets read out next week.

Join the debate:

"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 #robotics

Our Sponsors:

Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.co

Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com

BuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.ioChapters

00:00 Intro

01:00 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

"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 there

Catch the full episode on Spotify and YouTube 🎙️

#aec #bricksandbytes #construction #constructiontech #ai

Our Sponsors:

Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.co

Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com

BuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.io

Chapters

00:00 Intro

02:10 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

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 nuuEnergy 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 late

• How Tobias and nuuEnergy are building local installation hubs that combine certified craft expertise with startup-speed technology

• Turner Construction hits $29.2B revenue a 40% jump in a single year

• Autodesk's latest numbers and why their construction arm is growing faster than the rest of the business

Quote 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.co

Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com

BuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.io

Chapters

00:00 Intro

01:15 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 Solutions

51:48 Industry Insights and Company Performance

"Good contractors don't go out of business because of starvation. They go out of business because of indigestion."

The construction economy has split in two. Data centers and infrastructure are booming. Residential, retail and office? Struggling. Globally.

In today's episode of Bricks & Bytes, we had Kris Lengieza from Procore on the show and we got to learn about what their Market Intelligence data is really telling us about where the industry is heading right now.

Tune in to find out about:

✅ The bifurcation: US construction momentum up 21% but the architectural billing index is in contraction. More starts, fewer new designs. Wild.

✅ AI going from pilot to production. Turner and Skanska have deployed safety agents on real job sites.

✅ The vibe coding problem. Project engineers building apps over the weekend and CIOs losing sleep over where the data is going.

✅ 41% of the workforce retiring by 2031 and what that actually means for project delivery.

Listen to the full episode on Spotify and YouTube 🎧👇

#aec #bricksandbytes #construction #constructiontech #ai #procoreChapters

00:00 Intro

01:50 Introduction to Market Intelligence Webinar Series

05:28 AI's Role in Construction

10:42 Challenges in Project Completion

14:24 Emergence of User-Driven Software Solutions

This is the Bricks & Bytes Executive Weekly Briefing. ~20 minutes. Every week. The only construction briefing built from real conversations with the people making the decisions.

This week we're breaking down the split that's reshaping construction right now: the strategic economy versus the consumer economy, and why the gap between the two is accelerating.

We'll walk you through:

• What Procore's new market data actually says about the bifurcation,
• Why "you can't vibe code trust" might be the most important line in construction tech right now,
• The ChatGPT contract disaster every exec needs to hear about,
• What Morgan Sindall's record results tell us about who's winning and why,
• The Red Robin vs Chili's story that perfectly captures the choice every contractor is facing.

Plus two things you can do this week to make sure you're on the right side of the separation.

Featuring insights from Kris Lengieza (Procore), Josh Levy (Document Crunch), and Michael Vardaro (construction attorney).

Join the debate: https://www.linkedin.com/pulse/23rd-27th-febthe-great-separation-why-same-market-producing-drury-iawoe/?trackingId=D69wZi2yQzCQiUHjiUwZrg%3D%3D

A viral report claims 2028 is the year AI destroys the global economy. Are we sleepwalking into a crisis nobody can stop?

In this episode of Bricks, Bucks & Bytes, Owen, Patric, Martin and Dustin rip apart a fictional financial report from Citrini Research that has taken the internet by storm.

Chapter by chapter, they debate whether AI will trigger an unstoppable economic death spiral or whether the doomsayers are missing the bigger picture entirely.

The conversation then shifts to what is actually happening right now in construction, with fresh market intelligence from Procore and a deep dive into Autodesk's massive $200 million bet on a company called World Labs.

Topics discussed:

• The "Intelligence Displacement Spiral" and why every company doing the smart thing could collectively wreck the economy

• Why Patric believes a robot tax is the only way to keep society stable in an AI-driven world

• Procore's latest data showing construction is splitting into two completely different economies

• The 400,000 worker shortage and 41% of the US construction workforce heading for retirement by 2031

• What Dustin learned running a Sales Kickoff and why buying software based on features is a mistake

• Autodesk's $200 million investment in World Labs and why Patrick calls the term "world model" offensive

• Whether vibe coders could ever vibe code a vibe coder (and what the answer tells us about AI's real limits)

"If you truly want to live with AI, you need to start shifting from salary tax to robot tax. Then you actually have an ability to redistribute income and keep society stable." — Patric

Watch the full episode on Youtube & Spotify.

Chapters

00:00 Intro

01:30 The AI Crisis of 2028

07:26 The Intelligence Displacement Spiral

13:28 The Future of Software Development

19:31 The Impact of AI on Consumer Behavior

26:36 Skepticism Towards AI-Driven Services

34:08 The Fragility of the Mortgage Market

41:06 AI in Construction: Use Cases and Challenges

48:25 The Importance of Vision in Sales Leadership

53:37 Trimble's Acquisition Strategy and Market Positioning