Bricks And Bytes

Bricks And Bytes

A show about construction technology, business, and entrepreneurship. Welcome to the Bricks and Bytes Podcast, where we bring together the worlds of construction, technology, and entrepreneurship. We explore the innovative ideas and groundbreaking advancements that are shaping the future of the industry.

  1. há 1 dia

    Site Layout Faceoff, Chinese Hardware Warning, and Largest US Contractor Breached as AI Ransomware Hits Machine Speed

    This week's briefing covers three shifts reshaping jobsite technology, supply chain security, and risk on the ground. For five thousand years, construction has relied on chalk lines and measuring tapes to decide where walls go. While robotic total stations arrived twenty years ago, adoption has stalled near 16%. Now, layout automation is splitting into two clear approaches: printing robots that paint permanent lines and text directly on the slab, and optical projectors that beam designs onto floors, walls, and ceilings. Early data shows the value isn’t just labor reduction—it comes from re-sequencing the job. In one hospital build, setting full layout in a single pass let mechanical contractors work ahead of framers, cutting schedule risk and saving $2.5 million. Meanwhile, vendors are pivoting to outcome-as-a-service models rather than pure hardware sales. Next, the pricing shock in physical AI. At the World Humanoid Robot Games in Beijing, Chinese models demonstrated sub-$10,000 price points—with the Unitree R1 starting near $5,900—compared to US equivalents estimated near $250,000. But cheap hardware comes with hidden supply chain dependencies and security exposures. Chinese brands already account for roughly 97% of the commercial construction drone fleet, which now faces looming regulatory freezes, tariffs, and potential data-sharing liabilities on secure sites. Finally, the target on your digital infrastructure. Construction has surged to become the fourth most-targeted industry for ransomware, with 22 distinct cybercrime groups hitting contractors in Q1 alone. Last week, America's largest contractor, Turner Construction, disclosed a breach compromising thousands of personal files and project records. The threat landscape is shifting rapidly: autonomous, AI-driven agents are now conducting reconnaissance and executing automated attacks at machine speed, rendering traditional human-speed incident response obsolete. Drop your answers to this week's questions in the comments of this week's LinkedIn post.

    Site Layout Faceoff, Chinese Hardware Warning, and Largest US Contractor Breached as AI Ransomware Hits Machine Speed
  2. há 1 dia

    Bill Gates Warns On Robots By 2030, Meta's AI Wrote 220% More Code And Shipped Almost Nothing, Meta's $18B Settlement, & The First Software Tax In California History

    Bill Gates says robots will take construction jobs by 2030. Dustin DeVan offered to bet his entire net worth against it. In this episode of Bricks, Bucks & Bytes, Owen, Dustin and Martin pull apart the 6,000 word essay Gates published this week and ask the question nobody in construction wants to answer out loud: if AI is making everyone so much more productive, why has nobody's headcount actually gone down? What they get into: Why Bill Gates thinks construction and hospitality roles shift to robots by 2030, and why the panel thinks he's wrong Meta's own internal numbers: code changes up 220%, features that reached users up just 36%, security incidents up 40% The Architecture Billings Index at 46.6, the longest slump since records began in 1995, and what it says about 2027 California's new sales tax on software and what it does to the cost of running a business #aec #construction #tech #contech Our Sponsors: BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.co 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 Chapters 00:00 Intro 01:00 Why AI Job Loss Predictions Keep Missing 01:49 Bill Gates AI Essay Explained: Which Jobs Disappear First 03:48 Can AI Hack Real Systems? Gates on Cybersecurity Risk 06:37 Will Robots Replace Construction Workers by 2030? 09:35 AI Companions and Teen Mental Health: The 72% Problem 12:14 Meta $18 Billion Settlement: What It Means for TikTok and YouTube 17:38 California SB 122: The New Sales Tax on SaaS 28:30 Why Free Government Services Are Never Free 30:40 Will Businesses Leave California Over Taxes? 31:21 Architecture Billings Index 46.6: The Longest Slump on Record 35:08 Data Centers vs Everything Else: The Construction Split 41:40 How to Hire Software Engineers: In-House vs Agency 47:18 Can You Rebuild an Estimating Platform with AI?

  3. há 3 dias

    Robots vs Laser Projection: Who Will Win Construction Layout?

    Four founders competing in construction layout walked into the same room.Nobody expected them to agree on much.But across the conversation, all four revealed the same thing about who they are really up against.Not each other.Tessa Lau, CEO and co-founder of Dusty Robotics: “Pretty much our biggest competitor is chalk lines and measuring tape.”William St-Pierre, CEO of Mechasys: “Our biggest competitor today is like DeWalt or Milwaukee with their tape measures.”Tomer Elran, co-founder of LIGHTYX: “They are not transferring from one technology to the other. They’re transforming from almost zero technology.”Derrick Morse, founder and CEO of Rugged Robotics, on HP entering the category: “HP has a marketing machine and a budget that I can only dream of. So for them to enter the race and to participate, I think is a net net win for everyone.”Eight rounds. Sixty-second answer caps. No slides.They debated accuracy, distribution, union adoption, capital, robots versus laser projection and whether construction layout could become a winner-take-all market.It took us more than eight months to get these four founders into the same room.Huge thanks to Christian Reed, founder and CEO of REEKON Tools, for moderating and to Tessa, Derrick, William and Tomer for taking part.#bricksandbytes #construction #constructiontech #constructionrobotics #aec**Chapters**00:00 Intro01:00 Why Construction Layout Is Ready for Automation02:51 Meet the Four Founders Competing for the Floor05:44 Chalk Lines, Tape Measures and 5,000 Years of Habit08:50 Debris, Dust and the Mess Nobody Plans For11:37 The $18M Hospital That Reportedly Saved $2.5M14:49 HP Entered the Market. Its Rivals Welcomed It17:41 Sub-Millimetre Accuracy or Simplicity?20:57 What Happens When the Model Meets the Slab23:59 Getting Contractors to Use the Technology26:31 Who Should Own Layout: The GC or the Subs?29:35 From Union Resistance to Training Programmes32:33 Four Founders on What Drives Adoption36:12 Why Rugged Sends Its Own Operators to Site38:33 Why Distribution Could Decide the Winner40:17 When Does the Price Make Sense?41:32 The New Jobs Created by Construction Robotics43:15 What Is Stopping This Market From Scaling?48:21 Could Construction Layout Become Winner-Take-All?52:57 Venture Timelines vs Construction Timelines56:41 Lightning Round and Audience Questions📩 Subscribe to the Bricks & Bytes Newsletter: [https://bricks-bytes.beehiiv.com/](https://bricks-bytes.beehiiv.com/)🌐 Visit our website: [http://bricks-bytes.com/](http://bricks-bytes.com/)

  4. há 4 dias

    The Problem With AI in Construction Is “99% Have No Clue” | HoloBuilder Founder on BuildCrew, Digital Interns and the Future of Estimating

    “We never use the word AI anywhere. You’re saying we’re an AI company, not me.” Mo Akbari-Hochberg built HoloBuilder and sold it to FARO. Now he is back with BuildCrew, a preconstruction platform backed by Khosla Ventures that uses digital workers to help contractors with estimating, trade scoping, bid levelling and preconstruction RFIs. In this episode, Mo explains why he believes 99% of construction AI teams do not properly understand the technology they are building with, why access to the same AI models does not produce the same results and what contractors should look for when buying AI software. We also discuss how BuildCrew can produce a rough order of magnitude estimate in 4 to 5 hours, compare 10 electrical bids in around 20 minutes and identify gaps across construction drawings and project documents. 🎥 Link in comments. #BricksAndBytes #ConstructionAI #ConstructionTechnology #Preconstruction #ConstructionEstimating Our Sponsors: BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.co 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 Chapters 00:00 Intro 01:00 How Mo Built a Startup: Founder Story 03:27 How to Build a High-Performing Team 05:30 AI in Construction: The Complete Breakdown 08:13 What is an AI Digital Intern? 11:16 BuildCrew AI vs Traditional Construction Tech 14:09 UI/UX & Reliability in B2B SaaS 16:33 Biggest Pain Points in Pre-Construction 19:29 High-End Residential Construction Challenges 22:23 Scaling Beyond Luxury Homes to Commercial 24:44 Customer Feedback & Product-Market Fit 28:54 How BuildCrew AI Saves Time on Site 31:02 Scaling Your Core Startup Team 34:19 Startup Hiring Strategy: Attracting Top Talent 35:58 Biggest Founder Mistakes & Lessons Learned 37:10 How to Build a Great Tech Product 38:10 How to Raise Venture Capital (VC Strategy) 39:29 AI Productivity Benchmarks & Industry Insights 43:38 Practical Use Cases of AI in Construction 47:26 Biggest Misconceptions About AI 52:17 Adapting to Rapid Changes in AI & Tech 54:52 Will AI Replace Estimators? (Future of ConTech)

  5. 22 de ago.

    $2 Billion Into Self-Driving Construction Machines in 5 Weeks, Housebuilders Down 12.4%, and the Data Centre Boom Just Hit a Wall That Isn't Money or Power.

    This week's briefing covers three things that landed in the same week and all point at the same question. Where is the work going next. In the last five weeks more than two billion dollars has been poured into construction machines that drive themselves. TerraFirma raised 115 million. Travis Kalanick, the man who founded Uber, raised 1.7 billion for Atoms, which includes an autonomous mining division. Komatsu signed a partnership to put autonomous bulldozers and excavators on American jobsites. And Bedrock Robotics, who regular listeners will remember from our Texas site visit, announced fully autonomous excavators working on live customer sites in Nevada and Texas. But this is not one market. There are five distinct business models in play, and they do not all sit on your side of the table. One of them is bidding against you for the same earthworks contracts. Then the reason all this money is chasing machines in the dirt. Travis Kalanick put it simply. Manufacturing changes atoms, real estate stores them, transport moves them. Uber was the network layer for moving things. His new company is building the same thing for entire industries. Construction sites may be where AI learns to understand the physical world, and every hour an autonomous machine works it is banking data that no lab can buy off a shelf. Then the two numbers that matter for your order book. American housebuilders dropped 12.4% in July to their weakest level since November 2022. The strange part is that permits went up 5% to 1.44 million. Builders are paying for permission and refusing to break ground. That is them telling you in the clearest language they speak that they do not trust demand at today's prices. And the work that has been filling the gap, data centres, hit a new kind of wall this week. Not money. Not power. Votes. Fort Worth voted unanimously to pause new data centre construction. Louisville voted 24 to 1 to pause approvals for six months. New York already has a statewide freeze in place. Permission has become the scarce input, and it is being decided city by city. Drop your answers to this week's questions in the comments of this week's LinkedIn post.

    $2 Billion Into Self-Driving Construction Machines in 5 Weeks, Housebuilders Down 12.4%, and the Data Centre Boom Just Hit a Wall That Isn't Money or Power.
  6. 21 de ago.

    The Excavators Operating Without Drivers, Gravis Robotics’ $200M Round & Physical AI’s Breakout Week

    We spoke to Kevin Peterson this week. He runs the tech at Bedrock Robotics. He told us their control room "looks like StarCraft, actually." You click on an excavator on a screen and give it a job. Then it just digs. Nobody sitting in it. This went live on real customer sites on Monday. The same day, a company called Gravis Robotics got $200 million from SoftBank. We asked Kevin about the timing. Nobody seems to know. Full chat with Kevin and Alain is out now on Bricks Bucks and Bytes. #bricksbucksandbytes #bricksandbytes #aec #constructiontech #ai Our Sponsors: BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.co 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 Chapters00:00 Intro 00:55 Construction Autonomy's Biggest Week04:25 Bedrock Robotics Goes Fully Autonomous + Gravis $200M SoftBank Round06:54 Why Autonomous Machines Took 25 Years to Arrive09:52 How Waymo Technology Made Jobsite Autonomy Possible12:50 What Does Fully Autonomous Actually Mean?16:06 Who Is Investing in Construction Robotics (SoftBank, CapitalG, NVIDIA)18:59 Autonomous Excavation vs Excavators: The Real Market22:01 Kevin Peterson Interview: No Driver, No Operator, No Oversight24:48 Bedrock vs Gravis: The Autonomy Race Heats Up28:01 Self-Driving Cars vs Construction: Which Is Harder?31:42 How Autonomous Excavators Handle Safety on Site33:39 Training an Excavator Like an LLM: Physical AI Explained36:44 Orchestrating Machine Fleets on Construction Sites39:10 Why Construction Sites Break Self-Driving Logic44:33 World Models, Procore DroneDeploy Deal & AI Consolidation51:16 Will AI Replace Construction Consultants?

  7. 18 de ago.

    The GC That Built Its Own Procore | Colin Stoner, Novo Construction

    "Don't build. It's that simple." Strange advice from a man who built his own Procore.In 2011, Novo Construction evaluated Procore and walked away. They built Sentinel instead, their own system of record. Fifteen years later, Colin Stoner (Chief Innovation Officer, 22 years at the company) told us why that call made them AI ready before most of the industry had a data strategy. The catch in his advice: build only if your team has total buy in. Without it, don't start. ✓ Every AI build at Novo starts with one question: "What do you hate about your job?" ✓ RFIs drafted by AI trained on more than a decade of their own writing ✓ Claude Code in use every day. His word: "religiously" ✓ Headcount untouched. His goal, verbatim: "same headcount, more revenue, more projects" #bricksandbytes #bricksbytes #aec #constructiontech #ai Chapters 00:00 Intro01:00 Introduction to Colin Stoner and Novo Construction 04:02 The Role of AI in Construction 07:01 Technology Evolution in Construction 10:07 Challenges in Construction Technology Adoption 12:57 Building Technology Internally vs. Buying 16:00 The Sentinel System: Overview and Benefits 19:07 AI Integration and Future Prospects 22:06 Advice for Companies Considering Internal Development 27:11 Streamlining Certificate of Insurance Tracking 29:18 Revolutionizing RFI Processes with AI 33:03 Enhancing Project Management with AI Tools 35:20 Navigating External Tech Solutions 39:52 Challenges of Tech Sales in Construction 42:57 Preparing for AI Integration in Construction 46:24 The Role of AI in Workforce Dynamics 47:34 Maintaining Human Touch in Construction CommunicationOur Sponsors: BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.co 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

  8. 15 de ago.

    88% of Contractors Are at Their Lowest Backlog Since Lockdown. The Other 12% Have Never Been Busier.

    This week's briefing covers three things that landed in the same fortnight and point in the same direction. First, a closed room in central London. The CTO of DPR Construction, a 14 billion dollar US contractor, sat around a table with tier one contractors, engineers, investors and founders. The consensus was uncomfortable. The biggest clients on the planet are telling their supply chains to price on outcomes instead of hours, and to expect that price to fall every year. Nobody in the room, client side included, had a working answer for what replaces the hours model. The near term AI pressure lands in the back office first, not on site. The people best placed to rethink how this industry works are the exact ones pinned to the most lucrative projects, with no time to look up. Then the numbers. The Associated Builders and Contractors survey puts the average US contractor backlog at eight months flat, the lowest since January, down across every region, every sector and every company size. The 12% of contractors holding data centre work are sitting on 11.4 months of runway. The other 88% are at 7.5. That gap went from two and a half months in June to 3.9 months in July. Fluor, one of the biggest engineering and construction firms on earth, saw its shares jump 17.4% in a single day for saying the better money sits one layer below the boom, in power, on contracts where someone else carries the risk. Then open weight AI. Meta and Nvidia both released open weight models this week. The cost of running these models has fallen from 30 dollars per million tokens in 2023 to fractions of a cent today. Gartner projects costs fall another 90% by 2030. The firms selling AI tools built on top of someone else's model are about to get squeezed out. The construction firms that win are the ones that take their own project data, the one asset the big labs cannot get anywhere else, and train on top of it. Not your weights, not your product. Drop your answers to this week's questions in the comments of the LinkedIn post.

    88% of Contractors Are at Their Lowest Backlog Since Lockdown. The Other 12% Have Never Been Busier.

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A show about construction technology, business, and entrepreneurship. Welcome to the Bricks and Bytes Podcast, where we bring together the worlds of construction, technology, and entrepreneurship. We explore the innovative ideas and groundbreaking advancements that are shaping the future of the industry.