Construction SaaS is slowing. Hardware is roaring back. And AI is playing Vegas odds.
In this week’s Bricks, Bucks & Bytes episode:
📉 Procore delivers strong numbers but signals slowing growth (investors aren’t buying it).
🚜 Trimble raises forecasts, proving hardware + physical integration is the real moat.
🤖 Betting markets say Google beats OpenAI in the next AI race (but don’t count Anthropic out).
But that’s not all:
Patric Hellermann explains why hardware is the “ultimate bathtub moat” (and why OpenAI wants in).
Dustin DeVan unloads on Procore’s upsell model (“their bidding tool is trash”).
Derek Wong joins to drop a masterclass on winning LinkedIn in AEC: content is the new box of donuts.
🎧 Listen now for:
Why SaaS multiples are depressed and what Procore must do to regain vision.
How Trimble turned tractors and GPS into a 52-week high.
Why betting on AI models looks a lot like poker.
The one mistake Procore made back in 2021 that might haunt them today.
🗣 Bonus: Some personal highlights
Owen contemplates joining OpenAI for the $1.5m bonus.
Patric still can’t resist bathtub metaphors.
Dustin wonders if poker would’ve been easier money.
Martin insists his engineering drawings are always 100% accurate (unlike Millennium Tower).