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Welcome to another episode of Data Driven where we put the hard hat on

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data and get our hands digitally dirty. Today, Frank

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dives into the world of construction. Yes, actual buildings with

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Amir Berman, VP of industry transformation at

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Builderts. If you thought construction was all bricks and

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backaches, think again. Amir reveals how computer vision

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and data analytics are transforming job sites from chaos to

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code. Think. Fewer delays, more precision, and slightly less

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swearing at blueprints. So grab your virtual safety

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goggles because this episode builds a strong case for AI in

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hard hats.

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Hello, and welcome back to Data Driven, the podcast where we

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explore the emergent fields of data science, artificial

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intelligence, and of course, without data engineering, really not going

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to get very far. And speaking of data

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engineering, my favorite data engineer is not able to make the call today,

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but we've already scheduled this poor guest a couple of times and I don't want

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to push it back another time. So it's just going to be me

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today welcoming Amir Berman,

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VP of industry transformation at Bill Dots. And

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this is going to be really cool because it's really about. He has

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a passion for digitally transforming the

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construction industry. Now, I know the term digital transformation has

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probably left a bad taste in some people's mouth, but I think there's real opportunities

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in the construction space to leverage

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tools from as mundane as predictive maintenance all

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the way to fancy computer vision stuff.

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Welcome to the show, Amir. Thank you. Thanks for having me.

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Cool. And if you, you know, we're going casual today. If you're

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watching this on video, we're both kind of in. One's in a black shirt, one's

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in a gray shirt. And I kind of joked, like, too bad this isn't like

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a hacker call. Like, you know, gray hat, black hat, Andy

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could show up with the white hat. But. But I digress.

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So I remember seeing a video

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from, like, build 2017, 2018

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at Microsoft, big Microsoft conference, where they showed a construction site in

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computer vision where it basically said, you know, hey, where's the

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jackhammer? Oh, jackhammer's here and it's in a dangerous position.

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It's about to fall down. Or Tommy picks up

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the jackhammer and he's not authorized to do it. It'll send an alert to the

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construction manager and it actually sends an SMS and it becomes this

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whole chat thing. Keep in mind, this is pre, like, chatgpt big

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bang moment. Tell me, how far away is that

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vision? You're nodding along, so you may have seen

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this demo. So how far away is the vision of

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a smart construction site? I would say it's pretty

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close because we're practically there. Like you know, for some

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of the audience, I'm pretty sure it's gonna sound like a sci fi

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movie. But bear in mind that

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for once, construction is probably one of the biggest and the

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wealthiest industries out there. I mean if there's like a cool

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tech out there, you've got to be sure that it's being used

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or has been used in this industry. Like personally, I remember

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I've been dealing with augmented reality for

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construction sites back in 2016, I want to say

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so even then. And we were not alone. I mean we were like a few

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startups back in, back in 2016 or 2015,

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I want to say 2015. And we were developing

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augmented reality apps for the job site and

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practically Microsoft was one of our design partners back then

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randomly. So if

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it's, if it's sci fi or if it's like today.

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So it is pretty much like the, the present

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I would say. But I also, but I also think though, like construction

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sites I think are also the ultimate kind of

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test bed for technology. Right. Like you, you're in

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these if you have to wear a hard hat.

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Clearly, clearly it's a, it's a rugged, you have to have a ruggedized

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equipment. You have to have, it has to be reliable. Right. Because

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if, if the system goes down. Right. You have an entire crew of people that

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are billing but not working. Yes.

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So it has to work. Right. So like that's always, I think has that been

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a tension between like, you know, we have this augmented

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reality technology and I understand, I remember seeing the demos too.

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We're probably have seen a lot of the same kind of marketing

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material. Right. Where you know, you put on the headset and like this is where

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the pipes are going to go and this is where the wall's going to go.

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So you know, whoever's on site saying like, oh well you know, we need to

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adjust this, how do we adjust this? But I also

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know like, you know, it's always cool to

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have the new gadget, but that gadget has to work. And it seems like

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construction could be a high pressure environment.

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Yeah. Now whenever we talk about construction, I mean

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people have like tons of different kind of examples running through their head.

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Anything like I've buil a shed. Like

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personally I can guarantee you that I've not built a shed

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that's not in my sweet spot. But whenever we talk about,

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you know, construction. So people have those all sorts of different examples.

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It start by building a shed or like we renovated our house

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or you know, three stories high kind of building

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somewhere downtown, all the way to 40 story

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high, you know, hotel, you know, let's say Austin or

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a data center which is like, I know 2 million square foot or an oil

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rig. Construction is pretty, pretty vast. So

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the cool thing about construction is that the cost

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of running a construction operation is so high, it's like

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ridiculously high. People don't get it like how prices like construction,

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especially like the major projects and at the same time these

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guys and these companies are running like razor thin margins, you

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know, would you, do you want to take a guess? Like what's the margin on

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construction project? I guess it would

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depend on who it is. If it's the real estate developer versus

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the contractor that's pouring concrete versus the guy that's doing the electrical

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or the girl that's doing the plumbing. But I would say, I would say

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probably on a low end, probably like maybe 2%, 1%.

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You're freakishly kind of accurate. I would say like if you're a

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contractor, like a top tier contractor that does like you know, a major

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construction, you're looking at single digits. It really depends on the

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continent, like in the States versus like Europe versus APAC and so on.

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But you're looking at single digits like and if you're saying like let's say

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that we're building a half a billion dollar like

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healthcare facility, right. So 3%

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margins means that you don't have a lot of leeway for R and D.

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Right. That's fair bearing mind. So you have like folks which are like the most

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talented, most devoted people I've ever met. This is like the best industry to

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work for in my opinion. Personally. People are devoted,

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people are like mission driven people like you know, salt of the earth.

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But at the same time, you know, no matter like how good and how solid

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your technologies, you have very little opportunity to prove it

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to them. That's true. Yeah.

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The margins are that thin. Like you have to have a solid story,

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right. Like I don't know what the final price of the HoloLens was, but it

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was something like three, $4,000. Yeah, right. And if I'm, I

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mean if I'm on, if I'm talking to a business owner that has a single

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digit, you know, profit margin number, let's say 2%.

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I have to come in with a really good explanation

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of you buy this and you're not just buying one, right?

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You buy this, it's going to save you X amount of

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money. Yeah, yeah, right. It's you need to

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come with a few things. First of all, at some point we'll need to probably

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educate our, you know, our audience because we're not doing augmented reality.

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You know, we're doing something completely. Right, right, right. I'm just, I don't want to,

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I don't want to get fixed. I don't want to fixate on that. But. No,

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no, no, don't worry, don't worry. I just wanted to make sure that the audience

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are not meeting us instead of the. In case. But I mean, I, I would

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imagine that, I guess that depending on what solution you're selling. Let's,

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let's. Sorry about that. This is what happens, kids, when you have too much

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coffee in the morning.

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I mean, obviously predictive maintenance is probably

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an easy sell for the construction industry.

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I don't know if it's an easy sell. Like, nothing is easy.

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Nothing is easy. Let's go back a few steps. So we said

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it's like a high volume kind of, you

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know, monetary wise. Like it's, it's capital dense, right?

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Margins are super low and all the capital in

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constructions are in within construction projects.

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I mean, headquarters do not have a lot of money, not a lot of capital.

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Why is that? Because all of their capital projects are yielding like low

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margins, you know, let alone like, we're not talking about developers. Developers are doing

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a whole different kind of ballgame. But let's say that you're a general contractor,

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top tier general contractor in the states. You don't have a lot of, you know,

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free money to throw an R and D. And at the same time, because

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construction is such a vast and, you know, major

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industry which has that kind of vibe of

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being late to the party, even though it's not late for the party. From tech

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stack perspective, it means that if I'm coming from a

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contractor side and if I'm the person, you know, if I'm the CIO

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or the person responsible for developing and implementing technology,

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I'm being bombarded by people pitching me constantly.

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So it's not a case where the industry is underserved, but we need

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to have that responsibility as technology vendors that whenever we're

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hitting the market with something, we need to be responsible and respect

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the fact that the other side doesn't have a lot of margin

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to invest in R and D. They do not have a lot of time. They

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need to deliver project asap. So it means that we need to come to the

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market really, really mature and we need to make sure that our

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solutions actually work. And when they do it's terrific. It's

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like magic. It's amazing. Right. I think of that old

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triangle, you know, good, fast and cheap. Right. Like yeah,

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time and money are both constraints, it sounds like in the construction industry.

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So it has to be good, right?

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It has to be good. Money is not always an issue. I

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mean there's some money to invest just because capital

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is huge and the opportunity to gain something

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is vast. I mean if you can take a gc, like a gc, sorry for

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the audience, short for General Contractors.

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So if you're taking a GC and you can kind of help them pave

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the way to break away from the single digits like

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margin, the opportunity is endless. I mean

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those companies are making billions of dollars in revenue, not,

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not profits revenue. So if you can turn like a, let's

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say theoretically take a 5 digit, a 5,

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5% margin company and make it like a 6 or 7%,

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that's, that's tremendous. They're going to be leaders.

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Huge. Yeah, they're going to be leaders in their industry with that type of,

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you know, so, so

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our decisions in the field obviously built a

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construction. So I, I had done some home renovations. My wife is always

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knocking down walls or doing something. So I kind of know

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I would not call myself a construction expert but when we did call in somebody

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to build on an addition to our old house,

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I saw how much that would cost and it was, it was only three stories,

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right. It wasn't like a, you know, a skyscraper or, or data center which I

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would imagine data centers are completely different animal in a lot of

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ways. But are decisions based on

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intuition, right? Because somebody, somebody has a plan,

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right. They have the blueprint, right. And the blueprint seems like,

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you know, if everything works out perfectly but where the rubber meets the

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road, so to speak, is going to be on, on the job site.

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So I mean I would imagine that a lot of the decisions

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historically have been like, you know, the foreman

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or the GC

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superintendent has kind of like an intuition. But like are there

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ways to use data, capture data and make the

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decisions, you know, know where the

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problems are going to be as well as making it more, less intuition based

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and more data, data, dare I say data driven

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type approach. What sorts of tools are there for that?

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Now I think you're hitting the nail on the head because like, you know,

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I think it was like one of my last flights. The reason we

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postponed the, you know, the episode from earlier this week because I caught

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yet another fluke which I'm constantly catching on planes came

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back from London And I think it wasn't that flight, but the previous flight I

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read Thinking fast and thinking Slow. Have you read?

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Yeah, I have, yeah. Yeah, really good stuff. Shout out to. Who

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am I to shout out like Daniel Kahneman. But you know, if you haven't read

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it, go and purchase this either online or read the paperback.

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But you know, he talks in the, in the, in the

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book about, you know, system one, system two, right? Like two kind of system within

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your human brain. I'm far from being expert, but basically you're

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talking about intuition, like the way that we manage ourselves using intuition.

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And what does it mean to have an intuition versus like a deep kind of

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line of thinking and you know, the way that you typically

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would analyze the more complicated, slow thinking process.

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So if you take this back, like this system one to

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construction projects, what does it mean to run based on intuition or

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hunch? Let's take your veteran superintendent, superintendent,

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like the person who really runs the job on the job site

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from the general contractor side, and let's say that he

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or she will have like 20, 25 years of experience. These

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guys can, you know, can sniff, can sense that

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something is wrong. But in reality, you know, without having the technology

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on their side, typically what will happen is that their intuition

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will kick in when it's a bit too late. Why is that?

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Because let's say that you're doing like a 20 story high, you know,

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let's take that 40 story high somewhere building in Austin, Texas, right?

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That's going to be, I don't know, half a million square foot

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of a building. I'm going to have a crew of in between 10 to 20

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people from the contractor side. And there's

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literally hundreds of people working on my building

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installing ductwork, electrical wiring and you know, drywall and

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Sheetrock and you know, you name it and everything changes

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each and every day. And you as a superintendent, even though that you

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have the best kind of experience ever in the job and you have a really

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good intuition, your threshold, right, to

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noticing that something is off, you're only human, so it's

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natural for you to sense that something is off at some point. But what

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technology can bring to the table, and sorry for the very long explanation but

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technology can do, is to lower the threshold for you to be

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sensing that something is off. Let me give you an example. Let's say that

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in, within that same building, you have a crew of people that installing

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ductwork, you know, there's going to be, let's give it like

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an even number just for the example. I'd say like 100,000

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of linear footage of, you know, duck work.

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And they need to do it at a certain pace and to work at a

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certain sequence. And let's say that they're like, by week two or

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week five, they're off by 7%,

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right? They should have done like X and they've done like X minus 7%.

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What is the probability of that veteran super to

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kind of miss that? There's a high chance for them

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to be missing that point. Why is that? Because someone else is yelling. Because

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someone else is like, hasn't been delivering as they should

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be. And the gap is not 7%. They're missing by 50%. Or

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there's a truckload that was supposed to get to the job site that day and

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it hasn't gone there. Or like there's like a design change. There's so many

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moving pieces on the job site and for them to be missing

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the fact that that team is lacking like 7%

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and the week after it's going to be 8%. So you're looking at the kind

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of a snowball effect. So at some point, I know

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by week 20, if, if the ship is like off track,

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right, someone will notice it. But the trick is that you're

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noticing too late. Using

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technology is like, you can combine the system one, the intuition,

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which is basically intuition if you don't know it. Intuition is like experience,

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his knowledge, expertise. It's like how your brain is being, you know,

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rewired as time goes by. But if you combine that

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intuition with technology, that lowers the threshold all of a sudden. You

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don't need to wait until week 20 to sense that you're off by 7%.

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On the second or fifth week, I'm going to say like, hey, you know what,

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you've been doing tremendous work, but bear in mind that you're under delivering by just

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like a tiny bit. Let's go to the root cause of that and figure out

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what we can do together as a team in order to get better, back on

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track before it's being too late. And what I sense that the biggest

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opportunity for construction with technology is exactly that is

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like one of the opportunities is like lower the threshold so we can

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let humans do what they do best and we can let technology do what they

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do best, which is like the heavy lifting, the long tail, like the all that

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kind of boring, quote unquote analysis of this

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situation so that the pros can be like, you know,

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do whatever they do best. Right. And I would imagine too,

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like, I mean, it's Probably a lot easier to, you

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know, once it gets to 7%, right. It's probably

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one level of effort, but if you catch it at 3% or 2%, it's probably

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a lot, you know, like if a concrete shipment, I don't

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know, you know, misses its deadline or is late,

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the downstream effects probably AI is better

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at figuring that out than a person would be. And it's not a, it's

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not, it's just you. Every human on earth is limited by

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human perception. Right. The gateways of that. Right. And, and not that.

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That's. I think, I think you said it best. Like I'm a, I'm a big

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believer in the idea that AI is meant to be an augmentation technology

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for humans because there's things that AI can do better

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and it's, you know,

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and there's things obviously that humans are going to do better than machines for the

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foreseeable future. Right. But I think

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it's interesting is that when you think about, you know, AI and construction, right.

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It's probably, you know, everyone I, you know, immediately like I went to the

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computer vision demo, right. From a few years back, right. But

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it's probably this is. It sounds to me that construction is a very logistics,

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heavy business, right. I need to get people in a place, I need to get

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gear, I need to get equipment, I need to get

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material there and that. And there's probably a certain timing of it, right. It's

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probably very heavy on the waterfall process where you can't put

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ductwork if there's no, you know, I guess the iron skeleton

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on the building or whatever technique, right. If there's no floor, you can't put the

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flooring down. If there's no walls, can't paint them. Right. I mean, it's like from.

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It kind of goes this and I would imagine

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that that creates a very complicated

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web of interconnectedness that.

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Just thinking about it gives me a headache. Oh yeah, yeah.

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I think you, you're exactly right. Like it's the knockoff kind of

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cascading effect because everything in construction is sequence. Like

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the most, you know, the easiest kind of example is like you need to do

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the groundwork in order to do, to, to erect the structure. Right.

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And once you have the structure, you can start pouring the slabs, which are the

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concrete kind of floors and ceilings. And once you have the structure in place, you

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can start, you know, to, to install all the fit out, you know, all the

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internals. So that would be like the facades and windows and

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externals and guess what? You need the building to be

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what we call wet ready before you can install

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elements which are sensitive to weather. Right. I wouldn't go install

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my precious kind of sanitary work before

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I know that no damage will be caused by weather. And, you

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know, when we're talking about mechanical and electrical and plumbing

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equipment, there's a certain sequence. If you look up, you know the audience. If you

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look up and you have those kind of.

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You can see the ceiling scheme. You know, in office areas, you would

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see that there's, like, a certain pattern in your overhead. Mechanical,

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electrical, and plumbing equipment. Typically, there's going to be high

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difference. So, you know, ductwork, which are the biggest kind of pieces, will

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go first and then sprinklers and then, you know, and so on and so on.

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Mechanical piping, electrical conduits, you typically will go

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last because they're the most flexible. So you're right. There's a certain

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sequence, and once you have kind of a delay or a

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problem in one element, there's going to be a knockout effect to the

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rest of the pieces. And you want to make sure that one. You keep the

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right sequence. And if there's something that isn't ticking the

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right way, you need to fix that asap, because everything that will

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follow will be impacted. And not only that,

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sorry. You want to make sure that you

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keep a certain flow. Like, it's funny, but in

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construction, it shares, like, a bit of, you know, Zen kind of.

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Right, right. Elements. Because bear in mind, there's like,

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dozens of different trades and contractors and supply chain elements that are

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working together seamlessly, and one depends on the other.

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And if I come trade number one, let's say I'm doing ductwork,

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and the next one after me will be the sprinklers guy. If I'm

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late, that's going to affect the other team. And if they cannot

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pull their people to the job, guess what? At some point, they're going to pull

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them off from the job and you, you know, divert them to the next one.

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And me, as a superintendent, is like, the current project will suffer from that.

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So you want to make sure that everyone is working according to pace, according to

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their sequence at a certain flow. And it's really hard.

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It's really hard because, like, you plan your job perfectly

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on day one, right. But the minute you started, you're being thrown with

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everything possible, like weather, supply chain issues. The

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owner will change the design because of reason. You know, the

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marvel that, you know, you kind of. You

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wanted to get from Italy, stuck in somewhere in the ocean, like Everything

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will be thrown at you. And you need to have that really

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good data collection system that, you know, keep

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tracks of everything for you so it can raise up all the risks

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and all the kind of flags you need in order to make the right decision.

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So this is kind of the story. You really want to make sure that you

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keep up with the sequence because every kind of grain of, you know, dust that

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goes into that mechanism will

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probably. You know, it seems

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like you can, you can, like you said, like a Zen thing, like it has

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to exist in a certain flow state and the universe is going

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to conspire to make you get out of that flow state.

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Right. I, I imagine weather probably plays into it, you know,

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and, and it always fascinated me to see when people would

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build homes. I used to live in this big suburban development

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in New Jersey. As they were building it, we had these huge blizzards

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that winter. And I just remember seeing like the entire frame of the building

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was exposed to, you know, the snow and the ice. And I'm thinking

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to myself, how is that going to impact, you know,

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you know, in a one story townhouse or building? It probably is not that big

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of a deal. But like, I just wonder like, how do the bigger projects deal

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with this, right? If it's a hurricane, if it's this, if it's that. And

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I could just imagine a logistics nightmare, especially the bigger the project, because

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the bigger the project, the bigger the mart. I mean, the bigger the,

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the crews and the bigger all of this. And, and I think you're

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right. Like if, if the ductwork guy gets delayed by a couple of days,

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I would imagine like the sprinkler contractors, the

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plumbing and all that, they probably have, are working multiple

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jobs, right? Like, so they're probably like, oh, I have, and I have

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Bob and Tony working on that. But if you're for this week, but

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if you're delayed by a week, I got them over here now that screws up

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your schedule even further because you can't get those people. And I would imagine

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it's logistics nightmare. Yeah, it is, it is,

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it is. But, but to be honest, I would say, you know, that industry, this

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is how it operates. So it knows how to handle the

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unpredictability and how to kind of

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change plans at the floor level and

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adjust itself. But the key is, and I think that

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what's really happening over the past few years, and it's

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not just because of AI and technology, I think it's mostly about data structuring

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and ability to really represent the project

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digitally. So you can represent it

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digitally, all the moving pieces. So you can start simulating, you can

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start predicting using predictive analytics and so on.

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What it offers is, like, it offers. Like, the.

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People on the project to kind of work with different options and say, like,

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hey, you know what if I'm 7% late? You know, that previous example

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on the ductwork, what does it mean for me? Like, what's the end

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date for me for that activity? Let's say that I need to have all the

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ductwork installed by, I know, December this year.

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That's my plan. That's my schedule. Now I'm off by 7%. If you

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extrapolate and say, you know, if we continue the same pace, you know,

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relatively the same pace, am I going to finish that

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on January or February or, you know, what's. What's the knockout

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effect? Because once you know that, you can start plan the remedy, and

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you can say, all right, you know what. What happened? So far, it's in

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the past, but we need to get our, you know, our stuff together. You know,

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sorry, keeping my language and, you know, back on track. Sorry, I was

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almost there. And you can start having, like an adult conversation with your

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supply chain and say, like, hey, you know what, guys, let's go to the root

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cause of that. We need to amp our game by,

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you know, by that amount. Do we have enough labor on

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site? Do we have enough materials? Like, can you. Can you increase

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manufacturing of the missing ducts? Maybe? Can I change my

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sequence? You know, I have, like, the most amazing example from, you know, a

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year and a half ago, we

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launched a new product, a new feature about 18 months ago, which

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is like a predictive analytics for delays, which is tremendous for

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a job site. I remember launching it. And like

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everything in life, when we launch a product, we, first of all,

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you develop it in the background and you

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have early versions of it. And I remember working with

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mine, my. My first kind of beta

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user for that, one of the projects in the uk, And I told

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him, like, hey, there's a coming conference, you know, how about we get on stage

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and present together that example from back in the day? And he was like, you

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know what, I'm all good, you know, presenting with you, but I have a

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new example. I was like, what are you talking about? He was like, you know,

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he just released a feature using predictive analytics. And we noticed that my

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electrician, he's actually six weeks behind schedule, and it makes zero

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sense because he has his whole crew on site every

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day. I was like, how the hell are you kind of six week behind schedule.

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And the electrician, you know what he tells him, he was like, you know what?

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I'm waiting for the elevated floors, right? If you know

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what I'm talking about. Those like, elevated floors. I'm waiting for the elevated

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floors trade to be finishing in that area for me to getting on there

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with my, you know, ramps and everything to be working. And they

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stayed together. And I think he was telling me like, why the hell are

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we waiting for the elevated flows to be completed? Can we just like have the

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electrician go there instead? You know, change the sequence. That's it. And

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they change it immediately. And the only reason they could have, you

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know, add their kind of experience saying, like, you

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know, we just change the sequence. That's it. The only reason they could have done

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this because something raised that flag and said, like, hey, you know what? You're

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going to be six weeks behind schedule electrical work if you don't

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do something right now. So it's, you know, once you're off

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track and once you miss something, it's not the end of the world

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as long as you kind of address it.

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I just, I just love that story because it represents so much of

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the industry and its ability to make the best, like,

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decision in the split of a second. No,

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I think that's a good example of the AI flag something and people kind of

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like sat down and talked through and I guess one of the other things

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you kind of said was the ability to represent a building

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digitally. I would imagine it helps a lot to

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have that and then test out different scenarios. Like if

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we switch the order this way we'll save two days, right? We'll get back two

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days. We change it this way, we'll get back four days. Right. Or,

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or something like that. And again, I think the, I think the

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construction industry has always had to be resilient for a number of reasons,

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right. I think that's something

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I don't think people would necessarily appreciate from the outset. Right? Because you always

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see, like people always notice when something goes wrong, right? Like, oh yeah,

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that building. That building was supposed to go up, you know, in the spring.

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Here it is the fall. Or, you know, God forbid there's some kind of

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collapse. Like there was. Was it Thailand? I think it was

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Thailand. A building collapsed, unfortunately.

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So does the sequence of things or the normal sequence of things

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change by region? Like is. Is the

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US going to have a different order of things or. And like, how

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much does zoning affect that? Right. Like, you know, do you have a thing where

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you know, well, the local government, the local county or state says you can't

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do this before that. Like is that, is that a thing?

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Generally, I don't know. I'm pretty sure that there is a zoning kind of thing,

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but it's not my. Okay, I was just. But I would say, you

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know, think about this one. No building, like most buildings are

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not kind of cookie cutter. This is kind of another challenge in

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construction. It's like someone, I'm

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quoting someone, I can't remember who said it, but it's like you're building

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a one time thing, thing, factory. Like you're building a

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factory, right? The factory is like the team and the job site that need to

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kind of build that building. But it's, it's, it's a factory that

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you're going to use once, right? And that factory

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needs to build the building. And no building is the same as

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the other, right. One will have like a

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lowered suspended ceiling, the other one will not. And even like

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simple thing like you know, like drywall, like Sheetrock.

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Some of them will have insulation, some of them not. Some of them will

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have like the two coats of paint. Some of them

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will only one. Some of them will have glass walls, some of

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them will have brick walls. Nothing is the same. So

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sequence changes and varies according to the building that

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you're building. Not talking about different verticals.

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The healthcare facility is like completely different thing from

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residential project. It's a different thing from

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an airport or a hotel or data center or an oil reg.

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It's like comparing like the, you know, the F1 or in the

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NASCAR kind of car to my lousy vehicle that I'm driving

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my, my day to day. It's like a completely different animal.

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So there's going to be a lot of variations and differences. And this

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is like one of the challenges because you only have one shot on

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making that building on time and on budget. That's it. You

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only have one time. Interesting.

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Super challenging. Super challenging. That is industry.

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Maybe it's a good example because you know, I promise like the audience just like,

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you know, I'll give it like a really short kind of explanation of what we're

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doing and then maybe we circle back because like

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I think we kept the audience like in the dark for a bit.

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Mysterious, like I'm serious about what we're doing. So build outs,

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like simplistic. What we do is use computer

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vision, right? We use computer vision to Compare

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visuals from 360 cameras to your plans

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and schedule. Right. Oh, the result is that what we do

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is that we analyze the results from the computer vision and we can

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programmatically provide you progress

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data, like, compared to analytics, like progress

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data for your job site. So at any given moment in time, I

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can tell you precisely how well are you progressing against

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your plans and against your schedule. And it goes down from the very

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top level, saying like, you know what, you should have been like 80% so

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far in your project altogether. And you just like 75. Or if you're

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doing really well, like you're 82 or 80. And it goes down

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layer by layer all the way down to the very specific

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conduit and specific wiring. Right. You break it down by the

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different activities and trades. So Electrical will be

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70% out of 75. Ductwork will be so. And so goes

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all the way to. On that very floor. It's going to be that percentage

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complete and going down to that specific

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element type. So it's going to be drywall versus block work or versus

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concrete walls and specific wall pieces and

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specific floor and so on. And everything is backed by

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photos because it's computer vision.

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And I'll finish by that. Because the way that we run this

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product is that every time you start a new project,

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we're going to obtain two things. Your

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schedule, which is like a simple Gantt chart. It's far from being simple, but

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imagine a Gantt chart. Every major construction

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project has a schedule. And the other thing is that

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we taking the 3D models, believe it or not, for people who are not part

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of the industry. The blueprint that you remember from, you know,

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movies, by the way, my first impression of blueprint, have you. Do you

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know Die Hard? Yes. You remember him pulling

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the blueprints. So there's still blueprints, like in

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2D these days. Everything is like still working in 2D, but

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major construction and even lower than that are being designed

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in 3D, which is tremendous, right? Pretty cool. So we take the

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3D models and schedule and we create something that called 4D.

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4D model. 4D is like the 3D model that has that

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time kind of factor to it. And all of a sudden we have a

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digital representation of the project that you're building. Let's say a healthcare

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facility somewhere in Jersey. Right. So we know how the

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project should be looking like, should behave. Like, what's the sequence?

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Who are the trades working there, how many walls, how many pieces of ductworks,

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electrical conduits and sockets and so on. And every time,

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every time someone takes a walk on the job site with

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a hard hat and a 360 camera mounted to the top of it.

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Turn the video on and just walk the job. You

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walk the job. You then finish it. You upload the video

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to our computer, like our servers to our platform. And

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we use computer vision to do two things. One,

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we precisely locate each and every frame in the video.

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You don't need to tell us where have you worked, just walk the job.

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We'll figure out the exact positioning of each and every frame in the video.

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We're accurately positioning it against the model and against your

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plans. The second part is that we use computer vision to

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automatically annotate and extract data from

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that frame. Let's say that you walk across

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a block kind of wall that has an opening. So we know that

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that walls in your camera, in your footage kind of is

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compared to that wall in the model. Right. We can mark this

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as done and we can know whether it was like it has

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plaster in that, whether it was coated and so on, so on, so on. So

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this is basically what we provide. We provide progress

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data, which is equivalent to analytics to the people on the job

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site. So that that super. Remember from the previous example,

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they know on each and every day whether they're on track or

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not. And if not, like, what is the reason for that? Which trades

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are behind schedule, what activities are problematic, do they have any quality

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issue, what's the predictive analytics says about the end date and what should

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they change and to what extent in order to get back on

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track and finish the project on time and on budget and

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obviously as safe as possible. That's interesting. So

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you have this computer vision solution that can be very granular.

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It's almost like you have like. What

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did you call the person who's in charge of the project? It wasn't foreman, it

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was superintendent. Superintendent, yeah. If you're typically.

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It's like you have that person on every floor at

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all times paying attention to everything all at once, right?

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Yeah. And you know what? You can't have this.

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You can't have. People are people. People are people.

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Yeah. But to be more fair than that is that one. Remember

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that 3% or 5% margin, I don't have money

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to have enough superintendents on each and every

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part. Is that there's a huge shortage

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in professional

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sophisticated talent in this industry.

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The industry is lacking so many people, like all of

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the people in the industry are extremely talented, really

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smart, really voted. But there's not enough people out there.

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And the sad news is that more and more young

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professionals are leaving the industry. So you're not only fighting

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to recruit people, but also to retain them because

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it's a hard physical labor job.

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So I wish we could have had like so many superintendents on the job

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site, but honestly we can't. But

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it's not the end of the world because if you harness technology, you

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know, when you combine that technology with the system, one kind of, you know, those

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people, all of a sudden you turn them like to, to be more

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superhuman in a way. They control more square, square footage

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of project. They can know more. They can be,

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God forbid, live, you know, early, you know, to be. Right, right, right, right.

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To keep their kind of mental health in place because really

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kind of it's, it's a hard job. I mean, you need to respect those

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people. They working so hard. It seems like it would be very stressful

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job, like, especially if when things go wrong and it sounds like things

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almost always go wrong a little bit. Yeah, I

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would say it's not for me to be speaking about this because I'm. Even though

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I've been serving the industry for the past more than a decade, I'm

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excellent. So I don't have, I haven't heard. Earned the rights to talk

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about this. Right, right, right. Yes. It is known in the industry

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that, you know, mental health is an issue. And I think

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that if we technology vendor can help just a bit, you know, to

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let them go back, spend time with their family and you know, to

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decompress for a bit and to be less stressful over the weekend and over,

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you know, nights and everything. That's. I would love

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that for it to happen. No, I think that's really cool. I think

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it's an important. People don't people, I think

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under underestimate mental health and things like that. And

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to your point, like if there's going to be a

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skill shortage. Right. Even if we solve the skill

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shortage today. Right. To get that level of experience

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that a seasoned like superintendent would have is

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going to take. I mean, even if we fix the pipeline today, the

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downstream effects and the shortage in the pipeline are going to

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cause problems for, you know, a generation potentially. Right.

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So how do you, how do you, how do you mitigate that? And I think

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this seems like it'd be one way to mitigate that where you could have,

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you know, and it's really using AI, I think,

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where it's good at. Right. Paying attention to every detail at all times,

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everywhere at scale, and then collating

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that data and getting to the point where, you

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know, AI does a really good job

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of, you know, doing the Slow thinking system very quickly.

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Right. Like so I think, you know, if we, if we kind of

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leverage it that way, I think it's. And I also think too like it's a

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very practical use of computer vision. Oh yeah, right.

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And I would imagine as time goes on, you'll learn more

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about what you said would happen in your system versus

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what actually happens. So you have like that training loop probably in place.

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There's this training loop and I

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would even say, and this is something we're doing already. So

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one thing is to optimize the existing project at hand. Right.

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Go back to that half a billion healthcare facility

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in Jersey. Right. About the next one. I mean

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one thing that we've been doing because our computer vision

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generates so much data about plan

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versus actual, about how actual progress happens on the job

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site versus how it was planned. What we're doing right

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now is that we look at future jobs and we look at their schedules

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and their models and their plans and we can say, well, what is

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the probability of different types of risk to happen

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on that scheme based on previous historical data that we

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have? So let's say that we're not building a healthcare facility in Jersey,

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but rather like in, I know, in Indiana. Right, right.

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And how many healthcare facilities have we built so far?

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How much information have we gained in order to

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validate future plans and to de. Risk future plans. Right.

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And to build. Right. For the first time. And this is the other example of

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how technology and AI can, you know, can kick in because we're not just looking

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at the one time factory that we're trying to build, but rather

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optimize all the current and future pipeline of our business, which is

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tremendous. And all of a sudden you can schedule better. Right?

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Because if you look at project scheduling, just to give you like an example,

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I've seen construction project schedules with

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more than 2 million rows. Right. Think about

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a project schedule that has 2 million rows. I've never

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seen anything like that personally in my job, you know, for tech company.

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So it's beyond human scale. So if you use

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historical data and again AI and computer vision and everything

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else to kick in to do the stuff that is really hard for human to

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do. How did you say it? Like allow computers to do system

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two things really fast. Which by the way, I would buy that

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T shirt if you get this. I think I'll make that T shirt

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make it black.

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So all of a sudden you can, you can leverage technology to do other things

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as well, like better planning, better scheduling and look at all the other

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parts which are heavy lifting tasks that we can

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kind of take it from humans not because we want to replace

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them, but rather we want to keep their abilities and experience

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to do the really hard reasoning and decision making

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and, you know, what if

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scenarios and so on, and to let technology to kind

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of lead the way on the repetitive kind

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of hard job. So it's not just about project

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control analytics, it's about predictive analytics and better schedulings and

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better planning and better kind of de risking for the entire industry, which is pretty

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cool. Cool. How did you get into this? How did you get into

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it and construction? Oh, that's, you

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know what I've, I just 40 about a month ago

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and I've been playing with my, you know, lifelong

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decisions for the past few years, you know, thinking I'm happy with everything

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that I have. But you know, I have been thinking about stuff. So originally I

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came from technology, you know, pretty young, about 20 something.

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Started in advertising tech back in the day, which then. Still cool.

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Yeah. My first kind of role, I remember

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I was a product manager for an advertising tool, believe

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it or not, as an add on for Flash. Wow.

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Yeah, I was like doing some product management for an add on for

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Flash and at some point I kind of fell in love

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with data analytics. That was my sweet spot, kind of. I know why.

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I love numbers, I love reasoning, I love logic. And

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I worked in a company called Datorama, which later on was

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acquired by Salesforce, which is pretty cool.

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Not a lot of credit for me in the acquisition obviously, but you know, it's

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just a part of the team. And then I remember getting

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a phone call from a friend and that's pretty cool. He was like, you know

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what, there's a young startup in

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construction tech, you know, looking for the first product manager. Do you want to join?

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Believe it or not, my first response was like, no, forget about it.

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There's nothing to do there. You know, it's probably going to be boring. But I

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took the meeting and you know, eventually I joined the team.

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And I remember the first few months I was flying like hell. I was

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flying to, you know, Indiana and Boston and New York and Turkey

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and Thailand and you know, the UK and France.

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And the reason I fell in love with it was people.

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Eventually you meet that superintendent and you meet that foreman and you

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can see everything in their eyes. It's not just, you know, you're not optimizing

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that additional impression on that Google

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search ad or whatever, full of respect or everything

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dealing with this. But that's not my cup of Tea. I'm a people

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person. And you remember, you know, you could have seen everything on their eyes. And

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I remember that, like, you know, back in the day, working in the augmented reality

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kind of app that I told you about, I was working in a project, not

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working. I was like, you know, demonstrating a technology app in.

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I think it was Lebanon, Indiana, if no one

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knows where it is. They were building a veteran

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healthcare facility. I was, like, demoing the app, and

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I can't remember why, but I think it was like, they told me that everything

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that they build in Diana is built in swampland, that

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they need to dig a well into the basement. Like, I know

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70ft of well and need to constantly pump the water.

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And remember I'm holding, like, a device with augmented reality. And they tell me,

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like, hey, can you. Can you come in for a second? I was like, yeah,

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sure. And they were telling me, like, hey, you know what? We

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believe there's a problem with our well. Maybe it's dislocated or

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something. I was like, all right, let's check with the app. Obviously,

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spoiler alert. It wasn't working perfectly.

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And I'm trying to locate the well, you know, in the model,

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in the. In the. In the. In the plans. And

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I couldn't see anything. But I had a weird

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intuition. I told them, like, guys, what's the probability? What's.

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Is it possible that the well is positioned well, but the

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diameter is different? Maybe, maybe. Maybe the diameter thing is wrong.

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Because they were trying to kind of coordinate the position

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of a wall against that well, a kind of a pit in the floor.

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I was like, maybe the diameter is wrong, so this is why the wall is

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not working against it. And they checked it, and I

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don't know how I had this intuition, but I got it right. And the diameter

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and the story is that I remember the face of that superintendent.

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It turned white immediately. And I

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could see that everything is personal. Everything is, like, very human. You're dealing

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with, eventually with human that devote their life to. To this industry.

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And I just fell in love with this. So I know I'm sold for

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the industry. And looking back at my childhood, my

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parents, they had this family kind of business for printing 2D

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sheets for construction. So my.

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All of my summers from age six, probably, I was spending, you know,

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folding huge 2D sheets for construction. So maybe, maybe

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if, you know, you're looking psychologically, maybe like it's kind of

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something that brings me there, but that's definitely my passion. This

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is how I got there. So it's A mixture of data analytics, AI and

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construction. That's cool. That's cool. Obviously

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you mentioned thinking fast and thinking slow.

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Audible is a sponsor and there is an audiobook version. So if you go to

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thedatadrivenbook.com, you'll get one free audiobook

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on us. And if you

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get a subscription we'll, we'll get a little bit of

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kickback and help support the show. Any other

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audiobooks you recommend? I'm not an audiobook

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person. I tried it once. Are you doing audio or paper?

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I kind of like, I have printed books, I have audio books

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and I also recently got a Kindle Scribe which I actually kind of like.

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I like it. I like it. If you look at a lot of the.

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I've been a big tablet PC fan, like pen computing fan since like

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Windows pen in the 90s and even I had an

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Apple Newton if you. That's really. Oh yeah, yeah. So I've been a

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big believer in that tech for a while. So my,

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I saw there's something called the Books which is

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basically the actual E ink screen

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is A4 size. Oh. So you can drop

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PDFs into it and it's like you know, PDF books and it's like

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perfect but it's like 6,

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$700. So I was like, I don't know if I like it but

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I look at the remarkable because I want to be able to take notes in

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meetings without being distracted by notifications.

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But when I saw the Kindle scribe I was like well I need a reader

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and I need a note taking platform and it happens to be the least

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expensive of the three. So I'm going to try it out and I like

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it. What I really like about it is the

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screen's bigger than my other Kindle. Right. I like

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the E Ink display because it feels there's no glare, there's no

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nonsense like that. I also not staying awake

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until like 2:00am or something. Exactly. And you don't have to light on

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because it's backlit. You can read it outside but also you can take

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notes in the margins. You can open up a different notebook and

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kind of write out, sketch out ideas. Yeah, I mean

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I'm, I'm a big fan if you're not a big.

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And I already have a lot of stuff in the Kindle ecosystem so like it's

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not a big loss. I know some people militantly hate the Kindle ecosystem

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and that's why like they would go with remarkable or books or something like that.

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But you know, which I probably Will end up getting one

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if you know when the price comes down. And I go

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everywhere now with this little like Kindle and I've only had it like almost a

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week and a half. I should probably buy one because I fly

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a lot and. Yeah, if you fly a lot. Yeah, I fly a lot and

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I, I love reading on planes. This is like the best time usage

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ever. You know, if you don't need to work in presentation or to work on

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planes, read on plane because it makes you fall asleep faster. Now

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that's true. One, another kind of recommendation that I can

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give to the audience. First of all, read books, kids. It's important.

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Two, have you read the Innovator's Dilemma? No.

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So the Innovator Dilemma is like Innovators Dilemma is kind of

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one of the best kind of business startup books in my opinion.

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It's written by, sorry if I'm not pronouncing it right, I think it was

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Clayton Christensen. Look it back. It talks

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about why do large enterprises

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are late in adopting new technology and

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should, should they adopt the new thing

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on tech or should they wait? And why are they late

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in adopting certain technology? And don't want to give you spoilers but you know,

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every time you hear about something new, you know, choose your

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current hype, whether it's like vibe coding, I know mcp,

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whatever, you know, knocks you out. But sometimes

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you think about like why do, why don't Amazon or Google

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or you know, Apple or you know, all your top hundred

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Fortune 500 companies do not adopt it immediately? You know, why is

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that? And there is a certain dilemma. Should they adopt it really

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fast before the market, you know, demands it, or should they wait? And

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I don't want to spoiler read the book. It's tremendous. It

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goes through like research from the 80s and

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90s and explained flawlessly like the dilemma of

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developing and adopting a new technology right away or should they

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wait? There's kind of balance in the middle. I

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really recommend it. Awesome.

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Awesome. I will definitely check that out. What

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about you? What good recommendation do you have that you

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read? There's a really good audiobook I'm listening

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to now called like 48 days to work. You love

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the work you love of

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and it's basically idea. I like my job but like you know, it, it, it

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really, it's. Anyone from work is listening. No, I

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actually do like my job. But like there's like, you know, as you get, you

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know, because I'm. I turned 50 not that long ago. Right. And like every time

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you have a Birthday with a zero on it. You always have this kind of

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how am I doing? You know, tell me about this.

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And you know, when I turned 40, I had this crazy idea I was going

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to become a documentary filmmaker and long

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story, and I went and I really studied up how to do

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filmmaking and stuff like that. And then I

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realized like how little documentary filmmakers make.

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Oh yeah. And I realized, you know, maybe I should because

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I was, you know, I was very invested in the Windows

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Mobile, Windows phone platform, Windows 8. And then when that kind

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of hit was a thud, I kind of realized like, you know,

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whatever, you work in technology and like a particular field

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kind of flops, you know, that particular niche that you're in kind of flops,

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you kind of reevaluate. How did I get here? Right? And it

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was almost by chance that I attended a

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Microsoft research conference like

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over 10, 10ish years ago

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where, you know, they were talking about,

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you know, AI and like what this is. And at that point I just thought

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of, you know, data as SQL and you know, Power BI

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dashboards. Like that was my, that was my impression of it. But

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when, when I saw that there was an actual engineering discipline to it and

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math that will make you go crazy. Like it was

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a good technical challenge to get into. And you

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know, at the time I was at Microsoft and they were talking about how they're

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going to add AI to every Microsoft product, which in 2015 sounded insane.

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Yeah, right now, I mean now we see it and like

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everybody's adding everything to AI, even if it needs it. Whether or not it needs

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it is not really a concern. But

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it's, I don't know, like I just. And you know, fortunately that

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was the right choice. Obviously people thought I was crazy because I was, you know,

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walking away from, you know, years of

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like front end development on Windows into a completely

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new space and everyone thought I was crazy. But I'm like, nah, there's

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something here. And it's, it's fun, it's challenging, it's exciting

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and that's that. That kind of explains my current fascination with

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quantum computing. Right. Like it's like, you know, it's, it's not quite

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there. It's not quite there yet. Right. And people will

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argue. Jensen Wong says it'll take 20 years, Bill Gates says

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shorter. Some people say three years, five years. It's such in

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an stage of a technology development that

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we're really barely at the transistor stage. Oh yeah,

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here, right. So like it's really like an opportunity to get in and the Math

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is hard. The math will give you headaches for sure. But

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you don't have to understand all of it to build systems on top of it.

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Right. Like, and to understand the impact it's going to have on the industry.

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And like, everything. And like everything, the. The smart people will build the

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infrastructure layer, and on top of that, you'll have the operation system, the application

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layer. And, you know, before you know it, you will build application in an

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abstract way without knowing everything that's, you know, underneath the surface. A

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hundred percent. You know, at one point, if you were building a computer, you needed

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to have an, you know, electrical engineers on staff. Oh, yeah, right. And you

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needed to really use those bytes, you know. Well. Right. And how.

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How, you know, memory works and how, you know, everything. Efficiency work.

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There was one of the mythbuster guys, had

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a thing where he talks about a bit from an early computer, and it's about

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the size of this water bottle. No way. Something like that. It was. It

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was a little smaller than that, but I mean, it was like. And he was

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like, you know, it was about that big, and it was somewhere between the size

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of this and a spark plug, but it was big. Right. So, like, if you

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just think about that, like, and then. Then some other YouTuber did this whole visualization

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of what does this look like? What would this look like to have a gigabyte

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with those? And it was turned out to be like a skyscraper size thing.

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And it was, I don't know, like, to your point. You're

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right. Like, the infrastructure layers that we're used to in technology today

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are not there yet in quantum. Right. But that also means an

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enormous opportunity for those to get in at this level.

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You know, whether or not it'll pay off in five years, 10 years, 20,

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I can't really say, but it's definitely. I know. It's definitely happening.

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Yeah. Well, fun fact. The audience know I know zero about.

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Right, right, right. Well, every time I think I understand it, I learned there's a

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whole other thing behind it which is both fascinating and, you know,

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fun and annoying, but shameless. Plug. I do have another

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podcast called Impact Quantum, where we do take.

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We do take a look at what Quantum is, where it's at and how it

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means, what it means for people's careers and stuff like that. Who knows, Maybe

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we'll meet again in decades, talking about. Absolutely. Machinery and construction. There

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you go. Well, we'd love to have you back on the show if you're interested,

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and maybe talk more about the individual solution, but I really enjoyed our

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conversation. Me too. It was a pleasure. Like, thanks for having

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me. Thanks for the audience for staying until now. The people who

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stayed. Oh, no problem. Oh, one last thing. Where can people

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find your company? It's called Bill dots. Yeah. So

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buildups.com. like, go to our website, go through everything

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that we offer. There's tons of education,

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you know, case studies, webinars, you know, we're talking, we're all

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the way in social media. Go through LinkedIn to either build

Speaker:

out's profile or to my profile. We're happy to chat

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and we're happy to geek out. I mean, eventually we're construction

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geeks. Love talking about technology, love talking about

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construction. So reach out. We'll have to chat. Awesome.

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And it's build. Ots.com, right?

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No, it's Build. Like a build. Like to build something. Dots.

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Oh, build dots. So two Ds. Yeah. Yeah. So it's got.

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I'll make sure that the correct link is in the, in the

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description and thanks for your time. And we'll let our AI

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finish the show. And that brings us to the end of another episode

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of Data Driven, where today we learned that even construction

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sites can be smarter than your average smart fridge. Huge thanks

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to Amir Berman from Builderts for showing us how computer vision isn't

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just for spotting cats on the Internet. It's for keeping billion dollar projects

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on track. If your idea of a digital twin was a dodgy sci

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fi plotline, well, now you know better. Don't forget

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to like, share, subscribe, and maybe send this episode to

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the construction manager in your life. Until next time,

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stay Data Driven and maybe wear a helmet just in case.