Are We In The Blockbuster Moment (Again)?
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Are We In The Blockbuster Moment (Again)?
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概要
This is the Bricks & Bytes Executive Weekly Briefing. ~20 minutes. Every week. The only construction briefing built from real conversations with the people making the decisions.
A VP at a multi-billion-dollar US contractor told me this week that our industry is in its Blockbuster Video moment. Peak profitability, record volumes, and completely blind to what's coming. After everything I heard this week, I'm struggling to argue with him.
In this briefing: UK construction activity collapses (starts down 31%, awards down 43%). Procore/Datagrid Q4 Earnings and bets the company on agentic AI. Autodesk drops $200M on spatial intelligence. A major UK contractor is designing bridges in 40 minutes instead of 4 months. 3D printed buildings hit an exponential curve. And Anthropic's AI safety chief quits to study poetry.
Plus: three things you can do this week to start paddling before the wave breaks.
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