020 | Maximizing Strategic Advantage in Construction Tech | Theta Decay Principles for Startups | Germany's Infrastructure Investment Boom

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AEC VC

Patric Hellermann

26 episodes

1 week ago

Thesis and reflections of a venture capital (VC) investor in AEC technology. What fascinated me last week. Always in 10 minutes. I invest in real-world technology in: Architecture, Engineering, Construction, Supply Chains, and Blue-collar workforce and robotics. No prop-tech here. Just AEC-VC.

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020 | Maximizing Strategic Advantage in Construction Tech | Theta Decay Principles for Startups | Germany's Infrastructure Investment Boom | AEC Tech Internet Index Updates

AEC VC

5 minutes 7 seconds

9 months ago

020 | Maximizing Strategic Advantage in Construction Tech | Theta Decay Principles for Startups | Germany's Infrastructure Investment Boom | AEC Tech Internet Index Updates

About This Episode

Patric shares insights on how construction tech startups can protect their competitive advantage by applying options trading principles, specifically Theta Decay. He explores Germany's potential infrastructure investment boom following elections and highlights key findings from the latest AEC Tech Internet Index.

In This Episode

How Theta Decay from options trading creates a framework for startups to protect their competitive intelligence and maximize their unfair advantages in construction techWhy construction tech's quirky, nuanced market makes proprietary insights particularly valuable compared to more "Googleable" industriesAnalysis of Germany's cross-partisan support for infrastructure investment and how the post-election climate could trigger a new economic cycleDeep dive into February's AEC Tech Internet Index revealing breakout performance in reality capture space and growth in outcome-as-a-service startups

Timestamps

(00:00) - Introduction
(00:20) - Theta Decay principles applied to construction tech startups
(02:20) - Germany's potential infrastructure investment boom
(04:00) - February AEC Tech Internet Index highlights
(04:46) - Conclusion and wrap-up

Resources or Companies Mentioned

Opinion on Theta Decay: https://www.linkedin.com/posts/aecvc_aistrategy-categorycreation-constructiontech-activity-7297289202256302080-4yOl?utm_source=social_share_send&utm_medium=member_desktop_web&rcm=ACoAAEwSjLMBzJTwB83CKSqlGKqUSCjivxKjGps

Take on German Governmental Election & Kich-Off of possible new infrastructure: https://www.linkedin.com/posts/aecvc_construction-infrastructure-germany-activity-7297999819195711488-cD03?utm_source=social_share_send&utm_medium=member_desktop_web&rcm=ACoAAEwSjLMBzJTwB83CKSqlGKqUSCjivxKjGps

Tech Internet Index: https://www.linkedin.com/posts/aecvc_aec-tech-internet-index-february-2025-editionpdf-activity-7297670829440417792-MUjw?utm_source=social_share_send&utm_medium=member_desktop_web&rcm=ACoAAEwSjLMBzJTwB83CKSqlGKqUSCjivxKjGps

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Apple: https://podcasts.apple.com/de/podcast/aec-vc/id1740915855
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Patric Hellermann: https://www.linkedin.com/in/aecvc/
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#ConstructionTech #InfrastructureInvestment #StartupStrategy