Content Hub

Our library of thoughts about everything AECS-Tech, spanning design, construction, renovation, blue-collar and robotics, B2B marketplaces, supply chains and logistics. Plus the occasional sneak peeks into the Foundamental family life.

Practical Nerds

The latest in venture and technology in the real world, from construction-tech to design-tech. Two early-stage investors shooting the breeze about startups, founders and venture funding. We talk about design, construction, renovation, blue-collar, robotics and supply chains. Hosted by Patric Hellermann and Shub Bhattacharya, General Partners at Foundamental

Practical Nerds Podcast

AEC_VC

Reflections of a VC in AEC technology (architecture, engineering and construction-tech). What fascinated me last week.

AEC_VC Content

The Foundamentary

In what might be a world premiere - a VC firm allowing an external documentary team inside - Foundamental’s General Partners sit down with the Bricks & Bytes Documentary team for an unfiltered view into our ‘kitchen’.

From Foundamental’s unique origin story, over controversial takes on the future of AECS and venture, to the philosophies powering Foundamental’s decisions and portfolio success, this documentary series offers a first-of-its-kind behind the scenes access to the people, strategies, and hard-earned learnings of Foundamental.

Articles

Covering a spectrum of verticals on construction, 3D and design, including renovation, blue-collar workforce and robotics, supply chains and logistics.

Press

If you ever get exhausted by our takes on the real world, here’s what the real world says about itself.

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Topics
Europe is a breeding ground for various Constru-Tech category creators
032 | Europe as a Breeding Ground for ConstruTech Category Creators | The Unique Market Dynamics of Germany and France | Exploring the Evolution of the French (AEC-Tech) Ecosystem
Practical Nerds
Europe
Markets Observatory
Why design software for contractors makes a ton of sense (think: Estimation !)
031 | The next battlefield of the CAD Wars? | Why design software for contractors makes a ton of sense | How 3D will transform the project estimation process of GC's
Practical Nerds
Design | CAD | 2D | 3D
A new infrastructure platform titan?
My take on Schneider Electric's reported $16 billion acquisition of Bentley Systems, and my views on the rise of "infraplatform" titans combining design software and operational platforms.
AEC_VC
Design | CAD | 2D | 3D
How founders can build toolings for mega-trends in AEC, example of Vertiv
030 | How founders can build toolings for mega-trends in AEC | Using the example of data center construction and Vertiv
Practical Nerds
Frameworks | Models
The macro thesis no one sees
In this episode, I share my unique macro thesis on the AEC (Architecture, Engineering, Construction) technology space.
AEC_VC
Markets Observatory
Construction-tech in India (1/n)
VC funding in Construction-tech has soared to $30 billion, with India rapidly emerging as a leader in creating new unicorns in this dynamic sector.
Articles
Asia-Pacific
Markets Observatory
1.5 years later: My insulation thesis
Today, we revisit our very first topic on AEC_VC, cavity insulation in Europe, with a fresh perspective. After 18 months, our backtesting confirms: this insulation opportunity has an outstanding market potential and exceptional margins and cash flows. It has shown me that it can support the next AEC unicorn.
AEC_VC
Europe
Markets Observatory
The state of supply chain and logistics, and its AI agents
029 | The state of supply chain and logistics in the construction economy | The opportunity for Al agents | Al for electrical grid construction
Practical Nerds
Markets Observatory
Aeria Secures $1.8M Pre-Seed Funding Led by Kalaari and Foundamental
Aeria’s comprehensive suite of solutions, seamlessly integrated with multiple technologies, consolidates various functionalities into a single application. These functionalities range from digitizing and automating manual tasks to enhancing operational efficiency.
Press
Asia-Pacific
Markets Observatory
Vertical niche one-stop shops, the example of PoolCorp
028 | Vertical niche one-stop shops | PoolCorp | How founders can learn from a $15 billion pool-servicing leader
Practical Nerds
Frameworks | Models
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