Want to create an interactive transcript for this episode?
Podcast: EUVC
Episode: E325 | Patric Hellermann, GP of Foundamental: On investing in the recreation of the real world
Description: In this conversation, we explore the distinction between construction tech and prop tech, with a focus on the former. Construction tech is a project-based business that optimizes supply chains, while prop-tech is an operations-based business that focuses on real estate transactions and utilization. The conversation delves into:The different segments within construction tech, including architecture, engineering, construction, and supply chain technology.The importance of outcome-based business models.The role of AI and data infrastructure in the construction industry.The conversation concludes with an analysis of the funding trajectory of construct tech and its potential for future growth. Andreas and...