Show notes
A 4x levered AI fund handed its entire public book to Citadel. The S&P 500 crossed $70 trillion days later.And somewhere in the middle of all that, Patric put a date on the next one:"We're 15 months away from that Palantir moment, 100%."Physical automation. His argument: Asia already won the hardware game, so the money is with whoever actually deploys the machines. Which, quietly, is a contractor business.Dustin doesn't buy the humanoid hype. Martin wants to know who gets hurt when the music stops.New Bricks, Bucks & Bytes out now.#bricksandbytes #bricksbytes #bricksbucksandbytes #aec #construction #constructiontech #vc #aiOur Sponsors:BreadCrumb- 50,000+ projects globally. All running safer, faster, with Breadcrumb. - breadcrumb.coAphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.coArchdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.comChapters00:00 Teaser01:00 The AI fund that had to sell everything04:04 Who is Leopold Aschenbrenner?06:54 The S&P 500 hits $70 trillion10:04 Without data centers, GDP is barely growing13:04 Can regulation actually stop a crash?15:53 Why the market might never crash again24:34 Nobody is funding the physical economy25:53 Asia won robot hardware. The Palantir moment is next31:04 Tax the robots, retire at 5534:39 Retraining workers for the robot economy