Show notes
$95M raises, Palantir's sovereignty play, and a debate that nearly boiled over. This one had everything.This week on Bricks, Bucks & Bytes, we sat down with Alain Waha (CTO, Buro Happold), Marc Minor (CEO, Higharc) and Jeevan Kalanithi (CEO, OpenSpace), alongside Owen, Patric, Martin and Dustin, for one of our most heated roundtables yetOn the table:→ Palantir's new sovereign AI push with Nvidia, and whether "no contradiction between sovereignty and alpha" is real insight or pure marketing→ Why Dustin thinks forward-deployed engineers "need to go away"→ Higharc's fresh $95M Series C and the case for replacing AutoCAD in homebuilding→ Whether the GC is really just an insurance company in disguise→ Where OpenSpace is taking spatial AI eight months after acquiring DisperseFull episode on YouTube and Spotify.#bricksandbytes #bricksbytes #bricksbucksandbytes #aec #construction #constructiontech #ai #vcOur 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 Intro00:40 Alain Waha's Global ConTech Tour: India, US, Canada, UK03:44 Why the West Underestimates India in Construction06:36 India vs China: The $7 Trillion Construction Boom09:25 Palantir vs Anthropic: The AI Sovereignty War12:42 How Alex Karp Markets Palantir (And Why It Works)23:47 Why Nobody Understands "Ontology": Palantir Buzzwords Decoded24:51 Do You Really Need Forward Deployed Engineers?27:55 Why Construction Is Really an Insurance Industry29:14 Palantir in Construction: Cavtera, McCarthy and the Data Play31:37 Higharc's $95M Series C to Replace AutoCAD (Marc Minor)33:32 How Higharc Serves Home Builders at Scale37:02 Higharc's Business Model and Home Building Challenges40:00 Homes as Data: Inside the Higharc x USLBM Deal46:02 World Cup Banter: US Football and Officiating46:41 Is Football the World's Greatest Sport? The Debate49:08 OpenSpace Spatial AI: Agents That See the Jobsite (Jeevan Kalanithi)55:16 Data Centres and the AI Delusion Killing Startups01:07:04 What 10 Years as CEO Taught Jeevan Kalanithi
