About This Episode

Patric shares insights on how construction tech startups can protect their competitive advantage by applying options trading principles, specifically Theta Decay. He explores Germany's potential infrastructure investment boom following elections and highlights key findings from the latest AEC Tech Internet Index.

In This Episode

How Theta Decay from options trading creates a framework for startups to protect their competitive intelligence and maximize their unfair advantages in construction techWhy construction tech's quirky, nuanced market makes proprietary insights particularly valuable compared to more "Googleable" industriesAnalysis of Germany's cross-partisan support for infrastructure investment and how the post-election climate could trigger a new economic cycleDeep dive into February's AEC Tech Internet Index revealing breakout performance in reality capture space and growth in outcome-as-a-service startups

Timestamps

(00:00 ) - Introduction
(00:20 ) - Theta Decay principles applied to construction tech startups
(02:20 ) - Germany's potential infrastructure investment boom
(04:00 ) - February AEC Tech Internet Index highlights
(04:46 ) - Conclusion and wrap-up

Resources or Companies Mentioned

Opinion on Theta Decay: https://www.linkedin.com/posts/aecvc_aistrategy-categorycreation-constructiontech-activity-7297289202256302080-4yOl?utm_source=social_share_send&utm_medium=member_desktop_web&rcm=ACoAAEwSjLMBzJTwB83CKSqlGKqUSCjivxKjGps

Take on German Governmental Election & Kich-Off of possible new infrastructure: https://www.linkedin.com/posts/aecvc_construction-infrastructure-germany-activity-7297999819195711488-cD03?utm_source=social_share_send&utm_medium=member_desktop_web&rcm=ACoAAEwSjLMBzJTwB83CKSqlGKqUSCjivxKjGps

Tech Internet Index: https://www.linkedin.com/posts/aecvc_aec-tech-internet-index-february-2025-editionpdf-activity-7297670829440417792-MUjw?utm_source=social_share_send&utm_medium=member_desktop_web&rcm=ACoAAEwSjLMBzJTwB83CKSqlGKqUSCjivxKjGps

Connect With Us

Spotify: https://open.spotify.com/show/3fvTj23GIMlAT6CCm4t1lT
Apple: https://podcasts.apple.com/de/podcast/aec-vc/id1740915855
Foundamental: https://www.foundamental.com/
Subscribe to the Newsletter: https://www.linkedin.com/newsletters/aec-vc-7186650851766083584/
Patric Hellermann: https://www.linkedin.com/in/aecvc/
Web: https://aecvc.com/

#ConstructionTech #InfrastructureInvestment #StartupStrategy