002 | The Macro Thesis No One Sees

In this episode, I share my unique macro thesis on the AEC (Architecture, Engineering, Construction) technology space. Key highlights include:

• The distinction between "real world" AEC tech versus property tech, and why the fundamentals of each are vastly different

• How AEC tech is thriving counter-cyclically, with funding tripling since 2021 and 6x growth over the past 5-6 years

• The universal pattern I've observed across sectors - once a space hits $5 billion in VC, it typically reaches $50 billion in 6-8 years

• The critical importance of building robust data infrastructure as the foundation for unlocking the next wave of innovation

• The potential for significant value creation, with only 16 AEC tech unicorns today but over 100 more expected to emerge

Don't miss this insightful look into the macro trends shaping the future of the AEC technology landscape.