Episode 003 - Fallacies
Super Series With Foundamental
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40m
In episode 003 we unveil the fallacies plaguing the AECS (Architecture, Engineering, Construction & Supply Chain space), such as common misconceptions and herd mentalities.
Watch this episode to discover:
- A critical examination of why the world doesn’t need another generic VC firm, especially in specialized sectors like construction tech
- Foundamental’s unique framework for identifying truly innovative startups in AECS, beyond obvious success indicators
- Real-world examples of how herd mentality and misapplied heuristics lead to poor investment decisions in construction tech
- Insights into the unique challenges of the AECS sector and why traditional VC approaches often fail
- The importance of sector-specific empathy and first-principle thinking in identifying category-creating companies
- Practical advice for founders on choosing the right investors who understand their business model and industry dynamics
- Lessons learned from Foundamental’s experiences and mistakes in navigating the construction tech landscape
Up Next in Super Series With Foundamental
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Episode 004 - Convictions
In episode 004 we discover the critical convictions and lessons that can make or break your investments in the Architecture, Engineering, Construction, and Supply Chain (AECS) sector.
Watch this episode to discover:
- The power of vertical singularities in identifying unique investment opportun...
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Episode 005 - Singularities
In episode 005 we unveil the mega-trends and vertical singularities that will shape the next decade of innovation and investment in the built world.
Watch this episode to discover:
- The irreversible mega-shifts driving innovation in AECS, including labor shortages and energy transitions
- Emer... -
Episode 006 - Incumbents
In episode 006 Adam and Shub deliver an in-depth analysis of the challenges and opportunties facing incumbents in AECS.
Watch this episode to discover:
- A comprehensive examination of major incumbents across the AECS landscape and the unique challenges they face in an era of rapid technologica...
