003⎢A New Infrastructure Platform Titan?

AEC VC

Apr 23, 2024•17 min•Ep. 3

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Episode description

In this podcast episode I talk about the following topics:

• My take on Schneider Electric's reported $16 billion acquisition of Bentley Systems

• My views on the rise of "infraplatform" titans combining design software and operational platforms

• The massive global infrastructure upgrade cycle that I believe is driving this strategic rationale

• The bold thesis I see of controlling authoring to dictate infrastructure hardware choices

• The risks I foresee around integration, valuation, and executing this mega-merger of contrasting assets

Timestamps:

(03:20) Design software for infrastructure and data centers

(05:52) Why now?

(08:32) Why Bentley?

(10:22) Why Schneider Electric?

(11:49) A Great Thesis!

(13:54) It's A Strategic Deal

(15:40) Implication: The CAD War Is On

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