There's a New Acquirer in Town. And They Don't Want Your Tech Stack. They Want You.
Two AI-backed private equity firms just confirmed the same thesis in the same week. They're not buying construction software. They're buying the firms that use it.This week: I sit down with the team behind Zero RFI (General...
The conversation features the team behind Zero RFI, backed by General Catalyst, alongside a partner from E3 Tech, the Andreessen Horowitz joint venture. Together, they unpack how owner’s representatives and trade contractors are poised for consolidation under this new acquisition model.
The episode also highlights a UK tier one contractor deploying a humanoid robot on a live construction site at the cost equivalent to a small van, offering insights into the methodology and lessons from that deployment. Additionally, there is a review of April’s key developments and a preview of upcoming conversations, including a discussion with the CEO of Nemetschek on the recent HCSS deal.
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