Microsoft’s $10M bet. Bluebeam’s big buy. Autodesk’s AI push. Figma’s stumble.
In this week’s Bricks, Bucks & Bytes episode:
🚨 Balfour Beatty drops $10M on Microsoft AI - testing CoPilot on a $185M road project in Scotland. Big brand spend or future of project oversight?
🏗️ Bluebeam acquires Firmus AI - integrating design-risk detection into the industry’s go-to markup tool. A lifeline for Firmus, or a strategic AI leap?
💰 Autodesk earnings surge - $1.7B revenue, 30% free cash flow margins, activist investors pushing, and AEC leading the charge.
📉 Figma IPO hangover - shares slid from $115 highs to $57, even as they unveil agentic AI tools. Investors ask: is the margin squeeze coming?
But that’s not all:
Dustin DeVan reflects on Microsoft’s $500/seat AI contracts and whether the ROI adds up for GCs.
Patric Hellermann shares why acquisitions like Firmus are meaningful milestones in construction tech.
Mike Powers explores how Microsoft’s footprint could shape Procore & Autodesk’s enterprise landscape.
Ari Bleemer (OneCrew) unpacks his $7.5M raise and why paving software is a promising vertical SaaS play.
🎧 Listen now for:
Whether Microsoft is the new Palantir for construction
Why Autodesk’s push into AEC is a bigger threat to Procore than ever
How niche vertical SaaS plays like paving could be the next billion-dollar category
What Figma’s AI bets tell us about software’s future margins