ÜBER DIESE EPISODE
Autodesk Just Closed the Loop From Design to Operation. The RFI Is Being Erased. And the Master Builder Is Coming Back.
This week's briefing comes straight from Autodesk University in Las Vegas, the biggest technology conference in the AEC industry, where Owen was invited as part of the media and analyst cohort.
Three things stood out above everything else.
First, agents. Autodesk showed agents checking submittals against specifications, comparing subcontractor bids against scopes of work, and tracing the impact of a single RFI through a building model and into the project schedule. But the more important point came from Andrew Anagnost, CEO of Autodesk. He said the agents will get so smart that the whole concept of an RFI gets erased over time. His aim is to spot the problem while the design is still being made so the RFI never happens. His line on what comes next was direct. Transparency is coming for AEC whether AEC likes it or not. The catch, and it is the same one we keep coming back to, is that every demo on that stage worked because drawings, model and schedule all sat in one connected place. Most firms listening to this are not there yet.
Second, the platform war. In a live keynote demo a planner, an architect and a civil engineer each worked on the same project from one set of data, carried all the way through from design into construction. That is Autodesk Forma's core argument against Procore. If the design already lives in Autodesk, why move it somewhere else to manage the build. The MaintainX acquisition for 3.6 billion dollars closes the final gap. Design in Autodesk, build in Autodesk, operate in Autodesk. Once an owner is on the platform they can mandate it across their entire supply chain. Several Procore customers at the event said they were looking at making the switch.
Third, the master builder. Anagnost said Autodesk set out over a decade ago to automate the making of the model and they are very close. His line was that the act of creating a model is not where the value is created. More people at this year's conference than ever before said the industry is heading back to the master builder, the model where one firm both designs and builds, before architect and contractor became separate jobs. Owen argued that exact point on the show back in April. It is no longer a fringe view.
Drop your answers to this week's questions in the comments of this week's LinkedIn post.
