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Autodesk now runs from the first sketch to the maintenance ticket.
So who is left to compete?
We got back from Autodesk University and put that question to three people this week:
Connor Watumull on Miter's $40M Series B, and why payroll was the way into the whole contractor back office.
Lea Scherer on Kuro's €10M seed, and how a two year old startup ended up working with Goldbeck and Hochtief Infrastructure.
Alain Waha, CTO of Buro Happold, on why AI could push software bills up from here.
Episode is live!
#aec #constructiontech #ai #bricksbucksandbytes #bricksandbytes
Our Sponsors:
Aphex is the multiplayer planning platform where construction teams plan together, stay aligned, and deliver projects faster – check out aphex.co
Archdesk - “The #1 Construction Management Software for Growing Companies - Manage your projects from Tender to Handover” check archdesk.com
Chapters
00:00 Intro
01:12 Autodesk University 2026 recap
02:45 Autodesk's plan to own design, construction and operations
04:49 Can startups compete with Autodesk?
07:23 Most internet traffic is now AI bots
08:49 Miter raises $40M Series B
11:15 What is Miter? Construction payroll and workforce software
14:01 Why construction payroll is so hard
16:28 From payroll to field operations and safety
19:04 How construction software startups win customers
20:37 Replacing the construction Franken Stack
22:08 Kuro raises €10M seed for AI for general contractors
23:12 How AI reads construction documents and tenders
26:01 Why Kuro targets Europe's biggest general contractors
28:22 How AI startups stay defensible against ChatGPT
33:09 Building construction tech in Europe vs the US
34:12 Kuro's growth and hiring plans
38:11 Jevons paradox: why software keeps costing more
38:37 Can Autodesk be disrupted?
39:53 Why construction is slow to adopt new tech
41:57 Why switching away from Revit is so hard
43:47 AI as a generational shift in design
46:04 Will AI replace Revit? Snaptrude, Motif and AI design tools
48:11 Should you build your website for AI agents?
52:41 Humans plus AI: the chess grandmaster lesson
53:43 Autodesk AI pricing: from seats to tokens
59:34 Is AI actually creating value in engineering?
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