DiscoverBricks, Buck$ And BytesMicrosoft's $10M AEC Gamble, Autodesk $1.7B Earnings, Nemetscheck Acquires AI Startup
Microsoft's $10M AEC Gamble, Autodesk $1.7B Earnings, Nemetscheck Acquires AI Startup

Microsoft's $10M AEC Gamble, Autodesk $1.7B Earnings, Nemetscheck Acquires AI Startup

Update: 2025-09-05
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Description

Microsoft just bet $10M on construction AI - but industry insiders think it's a massive mistake.

In this episode of Bricks, Bucks & Bytes, Owen, Patrick, and Dustin dive into the biggest tech moves shaking up construction while welcoming guests from two hot startups that just raised millions.

Key topics discussed:

  • Microsoft's massive $10M AI bet with Balfour Beatty - and why some think it's overpriced

  • Bluebeam acquires Firmus AI in a surprising exit story

  • Autodesk's crushing $1.7B earnings that made investors very happy

  • Why Figma's stock crashed despite good earnings

  • OneCrew raises $7.5M to modernize paving contractors

  • BuildFactory's $3.3M raise for prefab marketplace (plus an epic stealth mode fail)

  • OpenAI's ironic $400K job posting for a content strategist

"Those are amazing companies, but both those pieces of software need to be shot behind the tool shed. Like they are so old." - Dustin DeVan on legacy construction software

From billion-dollar acquisitions to startup war stories, this episode reveals what's really happening behind the scenes in construction tech - including how one founder got exposed by a LinkedIn web scraper and why some think Microsoft is charging contractors way too much for basic AI tools.


Our Sponsor:

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Chapters

00:00 Intro

01:26 Introduction and Martin's Travels

03:11 Microsoft's Investment in AI for Construction

15:48 Acquisition of Firmus AI by Bluebeam

23:50 Autodesk's Latest Earnings Report

29:22 Earnings Insights and Market Reactions

32:20 Autodesk's Strategic Shifts and Growth Potential

34:24 Figma's Earnings and Market Positioning

37:11 Figma's AI Initiatives and Future Directions

51:05 OneCrew's Innovative Approach to Paving Software

01:01:00 AI in Construction: The Future of Scheduling and Management

01:04:37 Navigating the Challenges of Selling to Government Agencies

01:05:42 Britton Langdon's Journey: From Stealth to Startup

01:07:40 The Prefabrication Marketplace: Bridging Supply and Demand

01:14:22 Quality Control in Prefabrication: Ensuring Standards

01:20:12 Defining Prefab: Strategies for Cost and Efficiency

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Microsoft's $10M AEC Gamble, Autodesk $1.7B Earnings, Nemetscheck Acquires AI Startup

Microsoft's $10M AEC Gamble, Autodesk $1.7B Earnings, Nemetscheck Acquires AI Startup

Bricks And Bytes, Patric Hellermann, Dustin Devan