What happens when AI hype, billion-dollar bets, and the cold reality of hardware vs. software collide — plus, how to dominate LinkedIn without sounding like everyone else?
In this episode of Bricks, Bucks & Bytes Owen, Martin, Patric, and Dustin are joined by LinkedIn strategist Derek Wong to unpack:
Which AI giant will actually have the best model by the end of August — and why public betting markets might be getting it wrong
The surprising slowdown at Procore vs. Trimble’s surge — and what it says about the future of construction tech
Why hardware “moats” can be a game-changer for tech companies
The right and wrong ways to use AI in business (and why LLMs aren’t your calculator)
Derek’s playbook for turning LinkedIn into the ultimate “box of donuts” for winning high-value customers
"Hardware is an amazing bathtub — once you control the install base, your software gets stickier and your distribution gets easier." — Patric Hellermann
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Sponsors:
BuildVision - streamlining the construction supply chain with a unified platform - www.buildvision.io
4M Analytics - Instant, reliable utility data you can trust and verify - https://www.4manalytics.com/
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Chapters
00:00 Intro
01:13 Earning Potential and Career Strategies
05:26 AI Models and Company Performance
10:07 Evaluating AI Tools and Their Limitations
14:42 Practical Applications of AI in Business
17:52 Understanding User Interaction with AI Tools
19:58 Market Dynamics in Construction Technology
22:54 Contrasting Business Models: Procore vs. Trimble
24:45 Valuation Insights and Market Perception
31:25 The Future of Procore: Leadership and Vision
39:28 Building Relationships through Content on LinkedIn
46:45 Mind Share and Brand Recognition
48:27 The Importance of Target Audience
50:26 Crafting a Compelling LinkedIn Profile
52:03 The Dangers of Self-Labeling
54:26 Clarifying Your Value Proposition
55:29 Content Strategy for Engagement
57:57 The Role of Content in Building Relationships
59:43 Understanding Your Goals on LinkedIn
01:01:58 The Future of AI and Construction
01:08:00 The AI Race and Its Implications
01:09:46 Innovations in Modular Housing