Welcome to another episode of Data Driven where we put the hard hat on
Speaker:data and get our hands digitally dirty. Today, Frank
Speaker:dives into the world of construction. Yes, actual buildings with
Speaker:Amir Berman, VP of industry transformation at
Speaker:Builderts. If you thought construction was all bricks and
Speaker:backaches, think again. Amir reveals how computer vision
Speaker:and data analytics are transforming job sites from chaos to
Speaker:code. Think. Fewer delays, more precision, and slightly less
Speaker:swearing at blueprints. So grab your virtual safety
Speaker:goggles because this episode builds a strong case for AI in
Speaker:hard hats.
Speaker:Hello, and welcome back to Data Driven, the podcast where we
Speaker:explore the emergent fields of data science, artificial
Speaker:intelligence, and of course, without data engineering, really not going
Speaker:to get very far. And speaking of data
Speaker:engineering, my favorite data engineer is not able to make the call today,
Speaker:but we've already scheduled this poor guest a couple of times and I don't want
Speaker:to push it back another time. So it's just going to be me
Speaker:today welcoming Amir Berman,
Speaker:VP of industry transformation at Bill Dots. And
Speaker:this is going to be really cool because it's really about. He has
Speaker:a passion for digitally transforming the
Speaker:construction industry. Now, I know the term digital transformation has
Speaker:probably left a bad taste in some people's mouth, but I think there's real opportunities
Speaker:in the construction space to leverage
Speaker:tools from as mundane as predictive maintenance all
Speaker:the way to fancy computer vision stuff.
Speaker:Welcome to the show, Amir. Thank you. Thanks for having me.
Speaker:Cool. And if you, you know, we're going casual today. If you're
Speaker:watching this on video, we're both kind of in. One's in a black shirt, one's
Speaker:in a gray shirt. And I kind of joked, like, too bad this isn't like
Speaker:a hacker call. Like, you know, gray hat, black hat, Andy
Speaker:could show up with the white hat. But. But I digress.
Speaker:So I remember seeing a video
Speaker:from, like, build 2017, 2018
Speaker:at Microsoft, big Microsoft conference, where they showed a construction site in
Speaker:computer vision where it basically said, you know, hey, where's the
Speaker:jackhammer? Oh, jackhammer's here and it's in a dangerous position.
Speaker:It's about to fall down. Or Tommy picks up
Speaker:the jackhammer and he's not authorized to do it. It'll send an alert to the
Speaker:construction manager and it actually sends an SMS and it becomes this
Speaker:whole chat thing. Keep in mind, this is pre, like, chatgpt big
Speaker:bang moment. Tell me, how far away is that
Speaker:vision? You're nodding along, so you may have seen
Speaker:this demo. So how far away is the vision of
Speaker:a smart construction site? I would say it's pretty
Speaker:close because we're practically there. Like you know, for some
Speaker:of the audience, I'm pretty sure it's gonna sound like a sci fi
Speaker:movie. But bear in mind that
Speaker:for once, construction is probably one of the biggest and the
Speaker:wealthiest industries out there. I mean if there's like a cool
Speaker:tech out there, you've got to be sure that it's being used
Speaker:or has been used in this industry. Like personally, I remember
Speaker:I've been dealing with augmented reality for
Speaker:construction sites back in 2016, I want to say
Speaker:so even then. And we were not alone. I mean we were like a few
Speaker:startups back in, back in 2016 or 2015,
Speaker:I want to say 2015. And we were developing
Speaker:augmented reality apps for the job site and
Speaker:practically Microsoft was one of our design partners back then
Speaker:randomly. So if
Speaker:it's, if it's sci fi or if it's like today.
Speaker:So it is pretty much like the, the present
Speaker:I would say. But I also, but I also think though, like construction
Speaker:sites I think are also the ultimate kind of
Speaker:test bed for technology. Right. Like you, you're in
Speaker:these if you have to wear a hard hat.
Speaker:Clearly, clearly it's a, it's a rugged, you have to have a ruggedized
Speaker:equipment. You have to have, it has to be reliable. Right. Because
Speaker:if, if the system goes down. Right. You have an entire crew of people that
Speaker:are billing but not working. Yes.
Speaker:So it has to work. Right. So like that's always, I think has that been
Speaker:a tension between like, you know, we have this augmented
Speaker:reality technology and I understand, I remember seeing the demos too.
Speaker:We're probably have seen a lot of the same kind of marketing
Speaker:material. Right. Where you know, you put on the headset and like this is where
Speaker:the pipes are going to go and this is where the wall's going to go.
Speaker:So you know, whoever's on site saying like, oh well you know, we need to
Speaker:adjust this, how do we adjust this? But I also
Speaker:know like, you know, it's always cool to
Speaker:have the new gadget, but that gadget has to work. And it seems like
Speaker:construction could be a high pressure environment.
Speaker:Yeah. Now whenever we talk about construction, I mean
Speaker:people have like tons of different kind of examples running through their head.
Speaker:Anything like I've buil a shed. Like
Speaker:personally I can guarantee you that I've not built a shed
Speaker:that's not in my sweet spot. But whenever we talk about,
Speaker:you know, construction. So people have those all sorts of different examples.
Speaker:It start by building a shed or like we renovated our house
Speaker:or you know, three stories high kind of building
Speaker:somewhere downtown, all the way to 40 story
Speaker:high, you know, hotel, you know, let's say Austin or
Speaker:a data center which is like, I know 2 million square foot or an oil
Speaker:rig. Construction is pretty, pretty vast. So
Speaker:the cool thing about construction is that the cost
Speaker:of running a construction operation is so high, it's like
Speaker:ridiculously high. People don't get it like how prices like construction,
Speaker:especially like the major projects and at the same time these
Speaker:guys and these companies are running like razor thin margins, you
Speaker:know, would you, do you want to take a guess? Like what's the margin on
Speaker:construction project? I guess it would
Speaker:depend on who it is. If it's the real estate developer versus
Speaker:the contractor that's pouring concrete versus the guy that's doing the electrical
Speaker:or the girl that's doing the plumbing. But I would say, I would say
Speaker:probably on a low end, probably like maybe 2%, 1%.
Speaker:You're freakishly kind of accurate. I would say like if you're a
Speaker:contractor, like a top tier contractor that does like you know, a major
Speaker:construction, you're looking at single digits. It really depends on the
Speaker:continent, like in the States versus like Europe versus APAC and so on.
Speaker:But you're looking at single digits like and if you're saying like let's say
Speaker:that we're building a half a billion dollar like
Speaker:healthcare facility, right. So 3%
Speaker:margins means that you don't have a lot of leeway for R and D.
Speaker:Right. That's fair bearing mind. So you have like folks which are like the most
Speaker:talented, most devoted people I've ever met. This is like the best industry to
Speaker:work for in my opinion. Personally. People are devoted,
Speaker:people are like mission driven people like you know, salt of the earth.
Speaker:But at the same time, you know, no matter like how good and how solid
Speaker:your technologies, you have very little opportunity to prove it
Speaker:to them. That's true. Yeah.
Speaker:The margins are that thin. Like you have to have a solid story,
Speaker:right. Like I don't know what the final price of the HoloLens was, but it
Speaker:was something like three, $4,000. Yeah, right. And if I'm, I
Speaker:mean if I'm on, if I'm talking to a business owner that has a single
Speaker:digit, you know, profit margin number, let's say 2%.
Speaker:I have to come in with a really good explanation
Speaker:of you buy this and you're not just buying one, right?
Speaker:You buy this, it's going to save you X amount of
Speaker:money. Yeah, yeah, right. It's you need to
Speaker:come with a few things. First of all, at some point we'll need to probably
Speaker:educate our, you know, our audience because we're not doing augmented reality.
Speaker:You know, we're doing something completely. Right, right, right. I'm just, I don't want to,
Speaker:I don't want to get fixed. I don't want to fixate on that. But. No,
Speaker:no, no, don't worry, don't worry. I just wanted to make sure that the audience
Speaker:are not meeting us instead of the. In case. But I mean, I, I would
Speaker:imagine that, I guess that depending on what solution you're selling. Let's,
Speaker:let's. Sorry about that. This is what happens, kids, when you have too much
Speaker:coffee in the morning.
Speaker:I mean, obviously predictive maintenance is probably
Speaker:an easy sell for the construction industry.
Speaker:I don't know if it's an easy sell. Like, nothing is easy.
Speaker:Nothing is easy. Let's go back a few steps. So we said
Speaker:it's like a high volume kind of, you
Speaker:know, monetary wise. Like it's, it's capital dense, right?
Speaker:Margins are super low and all the capital in
Speaker:constructions are in within construction projects.
Speaker:I mean, headquarters do not have a lot of money, not a lot of capital.
Speaker:Why is that? Because all of their capital projects are yielding like low
Speaker:margins, you know, let alone like, we're not talking about developers. Developers are doing
Speaker:a whole different kind of ballgame. But let's say that you're a general contractor,
Speaker:top tier general contractor in the states. You don't have a lot of, you know,
Speaker:free money to throw an R and D. And at the same time, because
Speaker:construction is such a vast and, you know, major
Speaker:industry which has that kind of vibe of
Speaker:being late to the party, even though it's not late for the party. From tech
Speaker:stack perspective, it means that if I'm coming from a
Speaker:contractor side and if I'm the person, you know, if I'm the CIO
Speaker:or the person responsible for developing and implementing technology,
Speaker:I'm being bombarded by people pitching me constantly.
Speaker:So it's not a case where the industry is underserved, but we need
Speaker:to have that responsibility as technology vendors that whenever we're
Speaker:hitting the market with something, we need to be responsible and respect
Speaker:the fact that the other side doesn't have a lot of margin
Speaker:to invest in R and D. They do not have a lot of time. They
Speaker:need to deliver project asap. So it means that we need to come to the
Speaker:market really, really mature and we need to make sure that our
Speaker:solutions actually work. And when they do it's terrific. It's
Speaker:like magic. It's amazing. Right. I think of that old
Speaker:triangle, you know, good, fast and cheap. Right. Like yeah,
Speaker:time and money are both constraints, it sounds like in the construction industry.
Speaker:So it has to be good, right?
Speaker:It has to be good. Money is not always an issue. I
Speaker:mean there's some money to invest just because capital
Speaker:is huge and the opportunity to gain something
Speaker:is vast. I mean if you can take a gc, like a gc, sorry for
Speaker:the audience, short for General Contractors.
Speaker:So if you're taking a GC and you can kind of help them pave
Speaker:the way to break away from the single digits like
Speaker:margin, the opportunity is endless. I mean
Speaker:those companies are making billions of dollars in revenue, not,
Speaker:not profits revenue. So if you can turn like a, let's
Speaker:say theoretically take a 5 digit, a 5,
Speaker:5% margin company and make it like a 6 or 7%,
Speaker:that's, that's tremendous. They're going to be leaders.
Speaker:Huge. Yeah, they're going to be leaders in their industry with that type of,
Speaker:you know, so, so
Speaker:our decisions in the field obviously built a
Speaker:construction. So I, I had done some home renovations. My wife is always
Speaker:knocking down walls or doing something. So I kind of know
Speaker:I would not call myself a construction expert but when we did call in somebody
Speaker:to build on an addition to our old house,
Speaker:I saw how much that would cost and it was, it was only three stories,
Speaker:right. It wasn't like a, you know, a skyscraper or, or data center which I
Speaker:would imagine data centers are completely different animal in a lot of
Speaker:ways. But are decisions based on
Speaker:intuition, right? Because somebody, somebody has a plan,
Speaker:right. They have the blueprint, right. And the blueprint seems like,
Speaker:you know, if everything works out perfectly but where the rubber meets the
Speaker:road, so to speak, is going to be on, on the job site.
Speaker:So I mean I would imagine that a lot of the decisions
Speaker:historically have been like, you know, the foreman
Speaker:or the GC
Speaker:superintendent has kind of like an intuition. But like are there
Speaker:ways to use data, capture data and make the
Speaker:decisions, you know, know where the
Speaker:problems are going to be as well as making it more, less intuition based
Speaker:and more data, data, dare I say data driven
Speaker:type approach. What sorts of tools are there for that?
Speaker:Now I think you're hitting the nail on the head because like, you know,
Speaker:I think it was like one of my last flights. The reason we
Speaker:postponed the, you know, the episode from earlier this week because I caught
Speaker:yet another fluke which I'm constantly catching on planes came
Speaker:back from London And I think it wasn't that flight, but the previous flight I
Speaker:read Thinking fast and thinking Slow. Have you read?
Speaker:Yeah, I have, yeah. Yeah, really good stuff. Shout out to. Who
Speaker:am I to shout out like Daniel Kahneman. But you know, if you haven't read
Speaker:it, go and purchase this either online or read the paperback.
Speaker:But you know, he talks in the, in the, in the
Speaker:book about, you know, system one, system two, right? Like two kind of system within
Speaker:your human brain. I'm far from being expert, but basically you're
Speaker:talking about intuition, like the way that we manage ourselves using intuition.
Speaker:And what does it mean to have an intuition versus like a deep kind of
Speaker:line of thinking and you know, the way that you typically
Speaker:would analyze the more complicated, slow thinking process.
Speaker:So if you take this back, like this system one to
Speaker:construction projects, what does it mean to run based on intuition or
Speaker:hunch? Let's take your veteran superintendent, superintendent,
Speaker:like the person who really runs the job on the job site
Speaker:from the general contractor side, and let's say that he
Speaker:or she will have like 20, 25 years of experience. These
Speaker:guys can, you know, can sniff, can sense that
Speaker:something is wrong. But in reality, you know, without having the technology
Speaker:on their side, typically what will happen is that their intuition
Speaker:will kick in when it's a bit too late. Why is that?
Speaker:Because let's say that you're doing like a 20 story high, you know,
Speaker:let's take that 40 story high somewhere building in Austin, Texas, right?
Speaker:That's going to be, I don't know, half a million square foot
Speaker:of a building. I'm going to have a crew of in between 10 to 20
Speaker:people from the contractor side. And there's
Speaker:literally hundreds of people working on my building
Speaker:installing ductwork, electrical wiring and you know, drywall and
Speaker:Sheetrock and you know, you name it and everything changes
Speaker:each and every day. And you as a superintendent, even though that you
Speaker:have the best kind of experience ever in the job and you have a really
Speaker:good intuition, your threshold, right, to
Speaker:noticing that something is off, you're only human, so it's
Speaker:natural for you to sense that something is off at some point. But what
Speaker:technology can bring to the table, and sorry for the very long explanation but
Speaker:technology can do, is to lower the threshold for you to be
Speaker:sensing that something is off. Let me give you an example. Let's say that
Speaker:in, within that same building, you have a crew of people that installing
Speaker:ductwork, you know, there's going to be, let's give it like
Speaker:an even number just for the example. I'd say like 100,000
Speaker:of linear footage of, you know, duck work.
Speaker:And they need to do it at a certain pace and to work at a
Speaker:certain sequence. And let's say that they're like, by week two or
Speaker:week five, they're off by 7%,
Speaker:right? They should have done like X and they've done like X minus 7%.
Speaker:What is the probability of that veteran super to
Speaker:kind of miss that? There's a high chance for them
Speaker:to be missing that point. Why is that? Because someone else is yelling. Because
Speaker:someone else is like, hasn't been delivering as they should
Speaker:be. And the gap is not 7%. They're missing by 50%. Or
Speaker:there's a truckload that was supposed to get to the job site that day and
Speaker:it hasn't gone there. Or like there's like a design change. There's so many
Speaker:moving pieces on the job site and for them to be missing
Speaker:the fact that that team is lacking like 7%
Speaker:and the week after it's going to be 8%. So you're looking at the kind
Speaker:of a snowball effect. So at some point, I know
Speaker:by week 20, if, if the ship is like off track,
Speaker:right, someone will notice it. But the trick is that you're
Speaker:noticing too late. Using
Speaker:technology is like, you can combine the system one, the intuition,
Speaker:which is basically intuition if you don't know it. Intuition is like experience,
Speaker:his knowledge, expertise. It's like how your brain is being, you know,
Speaker:rewired as time goes by. But if you combine that
Speaker:intuition with technology, that lowers the threshold all of a sudden. You
Speaker:don't need to wait until week 20 to sense that you're off by 7%.
Speaker:On the second or fifth week, I'm going to say like, hey, you know what,
Speaker:you've been doing tremendous work, but bear in mind that you're under delivering by just
Speaker:like a tiny bit. Let's go to the root cause of that and figure out
Speaker:what we can do together as a team in order to get better, back on
Speaker:track before it's being too late. And what I sense that the biggest
Speaker:opportunity for construction with technology is exactly that is
Speaker:like one of the opportunities is like lower the threshold so we can
Speaker:let humans do what they do best and we can let technology do what they
Speaker:do best, which is like the heavy lifting, the long tail, like the all that
Speaker:kind of boring, quote unquote analysis of this
Speaker:situation so that the pros can be like, you know,
Speaker:do whatever they do best. Right. And I would imagine too,
Speaker:like, I mean, it's Probably a lot easier to, you
Speaker:know, once it gets to 7%, right. It's probably
Speaker:one level of effort, but if you catch it at 3% or 2%, it's probably
Speaker:a lot, you know, like if a concrete shipment, I don't
Speaker:know, you know, misses its deadline or is late,
Speaker:the downstream effects probably AI is better
Speaker:at figuring that out than a person would be. And it's not a, it's
Speaker:not, it's just you. Every human on earth is limited by
Speaker:human perception. Right. The gateways of that. Right. And, and not that.
Speaker:That's. I think, I think you said it best. Like I'm a, I'm a big
Speaker:believer in the idea that AI is meant to be an augmentation technology
Speaker:for humans because there's things that AI can do better
Speaker:and it's, you know,
Speaker:and there's things obviously that humans are going to do better than machines for the
Speaker:foreseeable future. Right. But I think
Speaker:it's interesting is that when you think about, you know, AI and construction, right.
Speaker:It's probably, you know, everyone I, you know, immediately like I went to the
Speaker:computer vision demo, right. From a few years back, right. But
Speaker:it's probably this is. It sounds to me that construction is a very logistics,
Speaker:heavy business, right. I need to get people in a place, I need to get
Speaker:gear, I need to get equipment, I need to get
Speaker:material there and that. And there's probably a certain timing of it, right. It's
Speaker:probably very heavy on the waterfall process where you can't put
Speaker:ductwork if there's no, you know, I guess the iron skeleton
Speaker:on the building or whatever technique, right. If there's no floor, you can't put the
Speaker:flooring down. If there's no walls, can't paint them. Right. I mean, it's like from.
Speaker:It kind of goes this and I would imagine
Speaker:that that creates a very complicated
Speaker:web of interconnectedness that.
Speaker:Just thinking about it gives me a headache. Oh yeah, yeah.
Speaker:I think you, you're exactly right. Like it's the knockoff kind of
Speaker:cascading effect because everything in construction is sequence. Like
Speaker:the most, you know, the easiest kind of example is like you need to do
Speaker:the groundwork in order to do, to, to erect the structure. Right.
Speaker:And once you have the structure, you can start pouring the slabs, which are the
Speaker:concrete kind of floors and ceilings. And once you have the structure in place, you
Speaker:can start, you know, to, to install all the fit out, you know, all the
Speaker:internals. So that would be like the facades and windows and
Speaker:externals and guess what? You need the building to be
Speaker:what we call wet ready before you can install
Speaker:elements which are sensitive to weather. Right. I wouldn't go install
Speaker:my precious kind of sanitary work before
Speaker:I know that no damage will be caused by weather. And, you
Speaker:know, when we're talking about mechanical and electrical and plumbing
Speaker:equipment, there's a certain sequence. If you look up, you know the audience. If you
Speaker:look up and you have those kind of.
Speaker:You can see the ceiling scheme. You know, in office areas, you would
Speaker:see that there's, like, a certain pattern in your overhead. Mechanical,
Speaker:electrical, and plumbing equipment. Typically, there's going to be high
Speaker:difference. So, you know, ductwork, which are the biggest kind of pieces, will
Speaker:go first and then sprinklers and then, you know, and so on and so on.
Speaker:Mechanical piping, electrical conduits, you typically will go
Speaker:last because they're the most flexible. So you're right. There's a certain
Speaker:sequence, and once you have kind of a delay or a
Speaker:problem in one element, there's going to be a knockout effect to the
Speaker:rest of the pieces. And you want to make sure that one. You keep the
Speaker:right sequence. And if there's something that isn't ticking the
Speaker:right way, you need to fix that asap, because everything that will
Speaker:follow will be impacted. And not only that,
Speaker:sorry. You want to make sure that you
Speaker:keep a certain flow. Like, it's funny, but in
Speaker:construction, it shares, like, a bit of, you know, Zen kind of.
Speaker:Right, right. Elements. Because bear in mind, there's like,
Speaker:dozens of different trades and contractors and supply chain elements that are
Speaker:working together seamlessly, and one depends on the other.
Speaker:And if I come trade number one, let's say I'm doing ductwork,
Speaker:and the next one after me will be the sprinklers guy. If I'm
Speaker:late, that's going to affect the other team. And if they cannot
Speaker:pull their people to the job, guess what? At some point, they're going to pull
Speaker:them off from the job and you, you know, divert them to the next one.
Speaker:And me, as a superintendent, is like, the current project will suffer from that.
Speaker:So you want to make sure that everyone is working according to pace, according to
Speaker:their sequence at a certain flow. And it's really hard.
Speaker:It's really hard because, like, you plan your job perfectly
Speaker:on day one, right. But the minute you started, you're being thrown with
Speaker:everything possible, like weather, supply chain issues. The
Speaker:owner will change the design because of reason. You know, the
Speaker:marvel that, you know, you kind of. You
Speaker:wanted to get from Italy, stuck in somewhere in the ocean, like Everything
Speaker:will be thrown at you. And you need to have that really
Speaker:good data collection system that, you know, keep
Speaker:tracks of everything for you so it can raise up all the risks
Speaker:and all the kind of flags you need in order to make the right decision.
Speaker:So this is kind of the story. You really want to make sure that you
Speaker:keep up with the sequence because every kind of grain of, you know, dust that
Speaker:goes into that mechanism will
Speaker:probably. You know, it seems
Speaker:like you can, you can, like you said, like a Zen thing, like it has
Speaker:to exist in a certain flow state and the universe is going
Speaker:to conspire to make you get out of that flow state.
Speaker:Right. I, I imagine weather probably plays into it, you know,
Speaker:and, and it always fascinated me to see when people would
Speaker:build homes. I used to live in this big suburban development
Speaker:in New Jersey. As they were building it, we had these huge blizzards
Speaker:that winter. And I just remember seeing like the entire frame of the building
Speaker:was exposed to, you know, the snow and the ice. And I'm thinking
Speaker:to myself, how is that going to impact, you know,
Speaker:you know, in a one story townhouse or building? It probably is not that big
Speaker:of a deal. But like, I just wonder like, how do the bigger projects deal
Speaker:with this, right? If it's a hurricane, if it's this, if it's that. And
Speaker:I could just imagine a logistics nightmare, especially the bigger the project, because
Speaker:the bigger the project, the bigger the mart. I mean, the bigger the,
Speaker:the crews and the bigger all of this. And, and I think you're
Speaker:right. Like if, if the ductwork guy gets delayed by a couple of days,
Speaker:I would imagine like the sprinkler contractors, the
Speaker:plumbing and all that, they probably have, are working multiple
Speaker:jobs, right? Like, so they're probably like, oh, I have, and I have
Speaker:Bob and Tony working on that. But if you're for this week, but
Speaker:if you're delayed by a week, I got them over here now that screws up
Speaker:your schedule even further because you can't get those people. And I would imagine
Speaker:it's logistics nightmare. Yeah, it is, it is,
Speaker:it is. But, but to be honest, I would say, you know, that industry, this
Speaker:is how it operates. So it knows how to handle the
Speaker:unpredictability and how to kind of
Speaker:change plans at the floor level and
Speaker:adjust itself. But the key is, and I think that
Speaker:what's really happening over the past few years, and it's
Speaker:not just because of AI and technology, I think it's mostly about data structuring
Speaker:and ability to really represent the project
Speaker:digitally. So you can represent it
Speaker:digitally, all the moving pieces. So you can start simulating, you can
Speaker:start predicting using predictive analytics and so on.
Speaker:What it offers is, like, it offers. Like, the.
Speaker:People on the project to kind of work with different options and say, like,
Speaker:hey, you know what if I'm 7% late? You know, that previous example
Speaker:on the ductwork, what does it mean for me? Like, what's the end
Speaker:date for me for that activity? Let's say that I need to have all the
Speaker:ductwork installed by, I know, December this year.
Speaker:That's my plan. That's my schedule. Now I'm off by 7%. If you
Speaker:extrapolate and say, you know, if we continue the same pace, you know,
Speaker:relatively the same pace, am I going to finish that
Speaker:on January or February or, you know, what's. What's the knockout
Speaker:effect? Because once you know that, you can start plan the remedy, and
Speaker:you can say, all right, you know what. What happened? So far, it's in
Speaker:the past, but we need to get our, you know, our stuff together. You know,
Speaker:sorry, keeping my language and, you know, back on track. Sorry, I was
Speaker:almost there. And you can start having, like an adult conversation with your
Speaker:supply chain and say, like, hey, you know what, guys, let's go to the root
Speaker:cause of that. We need to amp our game by,
Speaker:you know, by that amount. Do we have enough labor on
Speaker:site? Do we have enough materials? Like, can you. Can you increase
Speaker:manufacturing of the missing ducts? Maybe? Can I change my
Speaker:sequence? You know, I have, like, the most amazing example from, you know, a
Speaker:year and a half ago, we
Speaker:launched a new product, a new feature about 18 months ago, which
Speaker:is like a predictive analytics for delays, which is tremendous for
Speaker:a job site. I remember launching it. And like
Speaker:everything in life, when we launch a product, we, first of all,
Speaker:you develop it in the background and you
Speaker:have early versions of it. And I remember working with
Speaker:mine, my. My first kind of beta
Speaker:user for that, one of the projects in the uk, And I told
Speaker:him, like, hey, there's a coming conference, you know, how about we get on stage
Speaker:and present together that example from back in the day? And he was like, you
Speaker:know what, I'm all good, you know, presenting with you, but I have a
Speaker:new example. I was like, what are you talking about? He was like, you know,
Speaker:he just released a feature using predictive analytics. And we noticed that my
Speaker:electrician, he's actually six weeks behind schedule, and it makes zero
Speaker:sense because he has his whole crew on site every
Speaker:day. I was like, how the hell are you kind of six week behind schedule.
Speaker:And the electrician, you know what he tells him, he was like, you know what?
Speaker:I'm waiting for the elevated floors, right? If you know
Speaker:what I'm talking about. Those like, elevated floors. I'm waiting for the elevated
Speaker:floors trade to be finishing in that area for me to getting on there
Speaker:with my, you know, ramps and everything to be working. And they
Speaker:stayed together. And I think he was telling me like, why the hell are
Speaker:we waiting for the elevated flows to be completed? Can we just like have the
Speaker:electrician go there instead? You know, change the sequence. That's it. And
Speaker:they change it immediately. And the only reason they could have, you
Speaker:know, add their kind of experience saying, like, you
Speaker:know, we just change the sequence. That's it. The only reason they could have done
Speaker:this because something raised that flag and said, like, hey, you know what? You're
Speaker:going to be six weeks behind schedule electrical work if you don't
Speaker:do something right now. So it's, you know, once you're off
Speaker:track and once you miss something, it's not the end of the world
Speaker:as long as you kind of address it.
Speaker:I just, I just love that story because it represents so much of
Speaker:the industry and its ability to make the best, like,
Speaker:decision in the split of a second. No,
Speaker:I think that's a good example of the AI flag something and people kind of
Speaker:like sat down and talked through and I guess one of the other things
Speaker:you kind of said was the ability to represent a building
Speaker:digitally. I would imagine it helps a lot to
Speaker:have that and then test out different scenarios. Like if
Speaker:we switch the order this way we'll save two days, right? We'll get back two
Speaker:days. We change it this way, we'll get back four days. Right. Or,
Speaker:or something like that. And again, I think the, I think the
Speaker:construction industry has always had to be resilient for a number of reasons,
Speaker:right. I think that's something
Speaker:I don't think people would necessarily appreciate from the outset. Right? Because you always
Speaker:see, like people always notice when something goes wrong, right? Like, oh yeah,
Speaker:that building. That building was supposed to go up, you know, in the spring.
Speaker:Here it is the fall. Or, you know, God forbid there's some kind of
Speaker:collapse. Like there was. Was it Thailand? I think it was
Speaker:Thailand. A building collapsed, unfortunately.
Speaker:So does the sequence of things or the normal sequence of things
Speaker:change by region? Like is. Is the
Speaker:US going to have a different order of things or. And like, how
Speaker:much does zoning affect that? Right. Like, you know, do you have a thing where
Speaker:you know, well, the local government, the local county or state says you can't
Speaker:do this before that. Like is that, is that a thing?
Speaker:Generally, I don't know. I'm pretty sure that there is a zoning kind of thing,
Speaker:but it's not my. Okay, I was just. But I would say, you
Speaker:know, think about this one. No building, like most buildings are
Speaker:not kind of cookie cutter. This is kind of another challenge in
Speaker:construction. It's like someone, I'm
Speaker:quoting someone, I can't remember who said it, but it's like you're building
Speaker:a one time thing, thing, factory. Like you're building a
Speaker:factory, right? The factory is like the team and the job site that need to
Speaker:kind of build that building. But it's, it's, it's a factory that
Speaker:you're going to use once, right? And that factory
Speaker:needs to build the building. And no building is the same as
Speaker:the other, right. One will have like a
Speaker:lowered suspended ceiling, the other one will not. And even like
Speaker:simple thing like you know, like drywall, like Sheetrock.
Speaker:Some of them will have insulation, some of them not. Some of them will
Speaker:have like the two coats of paint. Some of them
Speaker:will only one. Some of them will have glass walls, some of
Speaker:them will have brick walls. Nothing is the same. So
Speaker:sequence changes and varies according to the building that
Speaker:you're building. Not talking about different verticals.
Speaker:The healthcare facility is like completely different thing from
Speaker:residential project. It's a different thing from
Speaker:an airport or a hotel or data center or an oil reg.
Speaker:It's like comparing like the, you know, the F1 or in the
Speaker:NASCAR kind of car to my lousy vehicle that I'm driving
Speaker:my, my day to day. It's like a completely different animal.
Speaker:So there's going to be a lot of variations and differences. And this
Speaker:is like one of the challenges because you only have one shot on
Speaker:making that building on time and on budget. That's it. You
Speaker:only have one time. Interesting.
Speaker:Super challenging. Super challenging. That is industry.
Speaker:Maybe it's a good example because you know, I promise like the audience just like,
Speaker:you know, I'll give it like a really short kind of explanation of what we're
Speaker:doing and then maybe we circle back because like
Speaker:I think we kept the audience like in the dark for a bit.
Speaker:Mysterious, like I'm serious about what we're doing. So build outs,
Speaker:like simplistic. What we do is use computer
Speaker:vision, right? We use computer vision to Compare
Speaker:visuals from 360 cameras to your plans
Speaker:and schedule. Right. Oh, the result is that what we do
Speaker:is that we analyze the results from the computer vision and we can
Speaker:programmatically provide you progress
Speaker:data, like, compared to analytics, like progress
Speaker:data for your job site. So at any given moment in time, I
Speaker:can tell you precisely how well are you progressing against
Speaker:your plans and against your schedule. And it goes down from the very
Speaker:top level, saying like, you know what, you should have been like 80% so
Speaker:far in your project altogether. And you just like 75. Or if you're
Speaker:doing really well, like you're 82 or 80. And it goes down
Speaker:layer by layer all the way down to the very specific
Speaker:conduit and specific wiring. Right. You break it down by the
Speaker:different activities and trades. So Electrical will be
Speaker:70% out of 75. Ductwork will be so. And so goes
Speaker:all the way to. On that very floor. It's going to be that percentage
Speaker:complete and going down to that specific
Speaker:element type. So it's going to be drywall versus block work or versus
Speaker:concrete walls and specific wall pieces and
Speaker:specific floor and so on. And everything is backed by
Speaker:photos because it's computer vision.
Speaker:And I'll finish by that. Because the way that we run this
Speaker:product is that every time you start a new project,
Speaker:we're going to obtain two things. Your
Speaker:schedule, which is like a simple Gantt chart. It's far from being simple, but
Speaker:imagine a Gantt chart. Every major construction
Speaker:project has a schedule. And the other thing is that
Speaker:we taking the 3D models, believe it or not, for people who are not part
Speaker:of the industry. The blueprint that you remember from, you know,
Speaker:movies, by the way, my first impression of blueprint, have you. Do you
Speaker:know Die Hard? Yes. You remember him pulling
Speaker:the blueprints. So there's still blueprints, like in
Speaker:2D these days. Everything is like still working in 2D, but
Speaker:major construction and even lower than that are being designed
Speaker:in 3D, which is tremendous, right? Pretty cool. So we take the
Speaker:3D models and schedule and we create something that called 4D.
Speaker:4D model. 4D is like the 3D model that has that
Speaker:time kind of factor to it. And all of a sudden we have a
Speaker:digital representation of the project that you're building. Let's say a healthcare
Speaker:facility somewhere in Jersey. Right. So we know how the
Speaker:project should be looking like, should behave. Like, what's the sequence?
Speaker:Who are the trades working there, how many walls, how many pieces of ductworks,
Speaker:electrical conduits and sockets and so on. And every time,
Speaker:every time someone takes a walk on the job site with
Speaker:a hard hat and a 360 camera mounted to the top of it.
Speaker:Turn the video on and just walk the job. You
Speaker:walk the job. You then finish it. You upload the video
Speaker:to our computer, like our servers to our platform. And
Speaker:we use computer vision to do two things. One,
Speaker:we precisely locate each and every frame in the video.
Speaker:You don't need to tell us where have you worked, just walk the job.
Speaker:We'll figure out the exact positioning of each and every frame in the video.
Speaker:We're accurately positioning it against the model and against your
Speaker:plans. The second part is that we use computer vision to
Speaker:automatically annotate and extract data from
Speaker:that frame. Let's say that you walk across
Speaker:a block kind of wall that has an opening. So we know that
Speaker:that walls in your camera, in your footage kind of is
Speaker:compared to that wall in the model. Right. We can mark this
Speaker:as done and we can know whether it was like it has
Speaker:plaster in that, whether it was coated and so on, so on, so on. So
Speaker:this is basically what we provide. We provide progress
Speaker:data, which is equivalent to analytics to the people on the job
Speaker:site. So that that super. Remember from the previous example,
Speaker:they know on each and every day whether they're on track or
Speaker:not. And if not, like, what is the reason for that? Which trades
Speaker:are behind schedule, what activities are problematic, do they have any quality
Speaker:issue, what's the predictive analytics says about the end date and what should
Speaker:they change and to what extent in order to get back on
Speaker:track and finish the project on time and on budget and
Speaker:obviously as safe as possible. That's interesting. So
Speaker:you have this computer vision solution that can be very granular.
Speaker:It's almost like you have like. What
Speaker:did you call the person who's in charge of the project? It wasn't foreman, it
Speaker:was superintendent. Superintendent, yeah. If you're typically.
Speaker:It's like you have that person on every floor at
Speaker:all times paying attention to everything all at once, right?
Speaker:Yeah. And you know what? You can't have this.
Speaker:You can't have. People are people. People are people.
Speaker:Yeah. But to be more fair than that is that one. Remember
Speaker:that 3% or 5% margin, I don't have money
Speaker:to have enough superintendents on each and every
Speaker:part. Is that there's a huge shortage
Speaker:in professional
Speaker:sophisticated talent in this industry.
Speaker:The industry is lacking so many people, like all of
Speaker:the people in the industry are extremely talented, really
Speaker:smart, really voted. But there's not enough people out there.
Speaker:And the sad news is that more and more young
Speaker:professionals are leaving the industry. So you're not only fighting
Speaker:to recruit people, but also to retain them because
Speaker:it's a hard physical labor job.
Speaker:So I wish we could have had like so many superintendents on the job
Speaker:site, but honestly we can't. But
Speaker:it's not the end of the world because if you harness technology, you
Speaker:know, when you combine that technology with the system, one kind of, you know, those
Speaker:people, all of a sudden you turn them like to, to be more
Speaker:superhuman in a way. They control more square, square footage
Speaker:of project. They can know more. They can be,
Speaker:God forbid, live, you know, early, you know, to be. Right, right, right, right.
Speaker:To keep their kind of mental health in place because really
Speaker:kind of it's, it's a hard job. I mean, you need to respect those
Speaker:people. They working so hard. It seems like it would be very stressful
Speaker:job, like, especially if when things go wrong and it sounds like things
Speaker:almost always go wrong a little bit. Yeah, I
Speaker:would say it's not for me to be speaking about this because I'm. Even though
Speaker:I've been serving the industry for the past more than a decade, I'm
Speaker:excellent. So I don't have, I haven't heard. Earned the rights to talk
Speaker:about this. Right, right, right. Yes. It is known in the industry
Speaker:that, you know, mental health is an issue. And I think
Speaker:that if we technology vendor can help just a bit, you know, to
Speaker:let them go back, spend time with their family and you know, to
Speaker:decompress for a bit and to be less stressful over the weekend and over,
Speaker:you know, nights and everything. That's. I would love
Speaker:that for it to happen. No, I think that's really cool. I think
Speaker:it's an important. People don't people, I think
Speaker:under underestimate mental health and things like that. And
Speaker:to your point, like if there's going to be a
Speaker:skill shortage. Right. Even if we solve the skill
Speaker:shortage today. Right. To get that level of experience
Speaker:that a seasoned like superintendent would have is
Speaker:going to take. I mean, even if we fix the pipeline today, the
Speaker:downstream effects and the shortage in the pipeline are going to
Speaker:cause problems for, you know, a generation potentially. Right.
Speaker:So how do you, how do you, how do you mitigate that? And I think
Speaker:this seems like it'd be one way to mitigate that where you could have,
Speaker:you know, and it's really using AI, I think,
Speaker:where it's good at. Right. Paying attention to every detail at all times,
Speaker:everywhere at scale, and then collating
Speaker:that data and getting to the point where, you
Speaker:know, AI does a really good job
Speaker:of, you know, doing the Slow thinking system very quickly.
Speaker:Right. Like so I think, you know, if we, if we kind of
Speaker:leverage it that way, I think it's. And I also think too like it's a
Speaker:very practical use of computer vision. Oh yeah, right.
Speaker:And I would imagine as time goes on, you'll learn more
Speaker:about what you said would happen in your system versus
Speaker:what actually happens. So you have like that training loop probably in place.
Speaker:There's this training loop and I
Speaker:would even say, and this is something we're doing already. So
Speaker:one thing is to optimize the existing project at hand. Right.
Speaker:Go back to that half a billion healthcare facility
Speaker:in Jersey. Right. About the next one. I mean
Speaker:one thing that we've been doing because our computer vision
Speaker:generates so much data about plan
Speaker:versus actual, about how actual progress happens on the job
Speaker:site versus how it was planned. What we're doing right
Speaker:now is that we look at future jobs and we look at their schedules
Speaker:and their models and their plans and we can say, well, what is
Speaker:the probability of different types of risk to happen
Speaker:on that scheme based on previous historical data that we
Speaker:have? So let's say that we're not building a healthcare facility in Jersey,
Speaker:but rather like in, I know, in Indiana. Right, right.
Speaker:And how many healthcare facilities have we built so far?
Speaker:How much information have we gained in order to
Speaker:validate future plans and to de. Risk future plans. Right.
Speaker:And to build. Right. For the first time. And this is the other example of
Speaker:how technology and AI can, you know, can kick in because we're not just looking
Speaker:at the one time factory that we're trying to build, but rather
Speaker:optimize all the current and future pipeline of our business, which is
Speaker:tremendous. And all of a sudden you can schedule better. Right?
Speaker:Because if you look at project scheduling, just to give you like an example,
Speaker:I've seen construction project schedules with
Speaker:more than 2 million rows. Right. Think about
Speaker:a project schedule that has 2 million rows. I've never
Speaker:seen anything like that personally in my job, you know, for tech company.
Speaker:So it's beyond human scale. So if you use
Speaker:historical data and again AI and computer vision and everything
Speaker:else to kick in to do the stuff that is really hard for human to
Speaker:do. How did you say it? Like allow computers to do system
Speaker:two things really fast. Which by the way, I would buy that
Speaker:T shirt if you get this. I think I'll make that T shirt
Speaker:make it black.
Speaker:So all of a sudden you can, you can leverage technology to do other things
Speaker:as well, like better planning, better scheduling and look at all the other
Speaker:parts which are heavy lifting tasks that we can
Speaker:kind of take it from humans not because we want to replace
Speaker:them, but rather we want to keep their abilities and experience
Speaker:to do the really hard reasoning and decision making
Speaker:and, you know, what if
Speaker:scenarios and so on, and to let technology to kind
Speaker:of lead the way on the repetitive kind
Speaker:of hard job. So it's not just about project
Speaker:control analytics, it's about predictive analytics and better schedulings and
Speaker:better planning and better kind of de risking for the entire industry, which is pretty
Speaker:cool. Cool. How did you get into this? How did you get into
Speaker:it and construction? Oh, that's, you
Speaker:know what I've, I just 40 about a month ago
Speaker:and I've been playing with my, you know, lifelong
Speaker:decisions for the past few years, you know, thinking I'm happy with everything
Speaker:that I have. But you know, I have been thinking about stuff. So originally I
Speaker:came from technology, you know, pretty young, about 20 something.
Speaker:Started in advertising tech back in the day, which then. Still cool.
Speaker:Yeah. My first kind of role, I remember
Speaker:I was a product manager for an advertising tool, believe
Speaker:it or not, as an add on for Flash. Wow.
Speaker:Yeah, I was like doing some product management for an add on for
Speaker:Flash and at some point I kind of fell in love
Speaker:with data analytics. That was my sweet spot, kind of. I know why.
Speaker:I love numbers, I love reasoning, I love logic. And
Speaker:I worked in a company called Datorama, which later on was
Speaker:acquired by Salesforce, which is pretty cool.
Speaker:Not a lot of credit for me in the acquisition obviously, but you know, it's
Speaker:just a part of the team. And then I remember getting
Speaker:a phone call from a friend and that's pretty cool. He was like, you know
Speaker:what, there's a young startup in
Speaker:construction tech, you know, looking for the first product manager. Do you want to join?
Speaker:Believe it or not, my first response was like, no, forget about it.
Speaker:There's nothing to do there. You know, it's probably going to be boring. But I
Speaker:took the meeting and you know, eventually I joined the team.
Speaker:And I remember the first few months I was flying like hell. I was
Speaker:flying to, you know, Indiana and Boston and New York and Turkey
Speaker:and Thailand and you know, the UK and France.
Speaker:And the reason I fell in love with it was people.
Speaker:Eventually you meet that superintendent and you meet that foreman and you
Speaker:can see everything in their eyes. It's not just, you know, you're not optimizing
Speaker:that additional impression on that Google
Speaker:search ad or whatever, full of respect or everything
Speaker:dealing with this. But that's not my cup of Tea. I'm a people
Speaker:person. And you remember, you know, you could have seen everything on their eyes. And
Speaker:I remember that, like, you know, back in the day, working in the augmented reality
Speaker:kind of app that I told you about, I was working in a project, not
Speaker:working. I was like, you know, demonstrating a technology app in.
Speaker:I think it was Lebanon, Indiana, if no one
Speaker:knows where it is. They were building a veteran
Speaker:healthcare facility. I was, like, demoing the app, and
Speaker:I can't remember why, but I think it was like, they told me that everything
Speaker:that they build in Diana is built in swampland, that
Speaker:they need to dig a well into the basement. Like, I know
Speaker:70ft of well and need to constantly pump the water.
Speaker:And remember I'm holding, like, a device with augmented reality. And they tell me,
Speaker:like, hey, can you. Can you come in for a second? I was like, yeah,
Speaker:sure. And they were telling me, like, hey, you know what? We
Speaker:believe there's a problem with our well. Maybe it's dislocated or
Speaker:something. I was like, all right, let's check with the app. Obviously,
Speaker:spoiler alert. It wasn't working perfectly.
Speaker:And I'm trying to locate the well, you know, in the model,
Speaker:in the. In the. In the. In the plans. And
Speaker:I couldn't see anything. But I had a weird
Speaker:intuition. I told them, like, guys, what's the probability? What's.
Speaker:Is it possible that the well is positioned well, but the
Speaker:diameter is different? Maybe, maybe. Maybe the diameter thing is wrong.
Speaker:Because they were trying to kind of coordinate the position
Speaker:of a wall against that well, a kind of a pit in the floor.
Speaker:I was like, maybe the diameter is wrong, so this is why the wall is
Speaker:not working against it. And they checked it, and I
Speaker:don't know how I had this intuition, but I got it right. And the diameter
Speaker:and the story is that I remember the face of that superintendent.
Speaker:It turned white immediately. And I
Speaker:could see that everything is personal. Everything is, like, very human. You're dealing
Speaker:with, eventually with human that devote their life to. To this industry.
Speaker:And I just fell in love with this. So I know I'm sold for
Speaker:the industry. And looking back at my childhood, my
Speaker:parents, they had this family kind of business for printing 2D
Speaker:sheets for construction. So my.
Speaker:All of my summers from age six, probably, I was spending, you know,
Speaker:folding huge 2D sheets for construction. So maybe, maybe
Speaker:if, you know, you're looking psychologically, maybe like it's kind of
Speaker:something that brings me there, but that's definitely my passion. This
Speaker:is how I got there. So it's A mixture of data analytics, AI and
Speaker:construction. That's cool. That's cool. Obviously
Speaker:you mentioned thinking fast and thinking slow.
Speaker:Audible is a sponsor and there is an audiobook version. So if you go to
Speaker:thedatadrivenbook.com, you'll get one free audiobook
Speaker:on us. And if you
Speaker:get a subscription we'll, we'll get a little bit of
Speaker:kickback and help support the show. Any other
Speaker:audiobooks you recommend? I'm not an audiobook
Speaker:person. I tried it once. Are you doing audio or paper?
Speaker:I kind of like, I have printed books, I have audio books
Speaker:and I also recently got a Kindle Scribe which I actually kind of like.
Speaker:I like it. I like it. If you look at a lot of the.
Speaker:I've been a big tablet PC fan, like pen computing fan since like
Speaker:Windows pen in the 90s and even I had an
Speaker:Apple Newton if you. That's really. Oh yeah, yeah. So I've been a
Speaker:big believer in that tech for a while. So my,
Speaker:I saw there's something called the Books which is
Speaker:basically the actual E ink screen
Speaker:is A4 size. Oh. So you can drop
Speaker:PDFs into it and it's like you know, PDF books and it's like
Speaker:perfect but it's like 6,
Speaker:$700. So I was like, I don't know if I like it but
Speaker:I look at the remarkable because I want to be able to take notes in
Speaker:meetings without being distracted by notifications.
Speaker:But when I saw the Kindle scribe I was like well I need a reader
Speaker:and I need a note taking platform and it happens to be the least
Speaker:expensive of the three. So I'm going to try it out and I like
Speaker:it. What I really like about it is the
Speaker:screen's bigger than my other Kindle. Right. I like
Speaker:the E Ink display because it feels there's no glare, there's no
Speaker:nonsense like that. I also not staying awake
Speaker:until like 2:00am or something. Exactly. And you don't have to light on
Speaker:because it's backlit. You can read it outside but also you can take
Speaker:notes in the margins. You can open up a different notebook and
Speaker:kind of write out, sketch out ideas. Yeah, I mean
Speaker:I'm, I'm a big fan if you're not a big.
Speaker:And I already have a lot of stuff in the Kindle ecosystem so like it's
Speaker:not a big loss. I know some people militantly hate the Kindle ecosystem
Speaker:and that's why like they would go with remarkable or books or something like that.
Speaker:But you know, which I probably Will end up getting one
Speaker:if you know when the price comes down. And I go
Speaker:everywhere now with this little like Kindle and I've only had it like almost a
Speaker:week and a half. I should probably buy one because I fly
Speaker:a lot and. Yeah, if you fly a lot. Yeah, I fly a lot and
Speaker:I, I love reading on planes. This is like the best time usage
Speaker:ever. You know, if you don't need to work in presentation or to work on
Speaker:planes, read on plane because it makes you fall asleep faster. Now
Speaker:that's true. One, another kind of recommendation that I can
Speaker:give to the audience. First of all, read books, kids. It's important.
Speaker:Two, have you read the Innovator's Dilemma? No.
Speaker:So the Innovator Dilemma is like Innovators Dilemma is kind of
Speaker:one of the best kind of business startup books in my opinion.
Speaker:It's written by, sorry if I'm not pronouncing it right, I think it was
Speaker:Clayton Christensen. Look it back. It talks
Speaker:about why do large enterprises
Speaker:are late in adopting new technology and
Speaker:should, should they adopt the new thing
Speaker:on tech or should they wait? And why are they late
Speaker:in adopting certain technology? And don't want to give you spoilers but you know,
Speaker:every time you hear about something new, you know, choose your
Speaker:current hype, whether it's like vibe coding, I know mcp,
Speaker:whatever, you know, knocks you out. But sometimes
Speaker:you think about like why do, why don't Amazon or Google
Speaker:or you know, Apple or you know, all your top hundred
Speaker:Fortune 500 companies do not adopt it immediately? You know, why is
Speaker:that? And there is a certain dilemma. Should they adopt it really
Speaker:fast before the market, you know, demands it, or should they wait? And
Speaker:I don't want to spoiler read the book. It's tremendous. It
Speaker:goes through like research from the 80s and
Speaker:90s and explained flawlessly like the dilemma of
Speaker:developing and adopting a new technology right away or should they
Speaker:wait? There's kind of balance in the middle. I
Speaker:really recommend it. Awesome.
Speaker:Awesome. I will definitely check that out. What
Speaker:about you? What good recommendation do you have that you
Speaker:read? There's a really good audiobook I'm listening
Speaker:to now called like 48 days to work. You love
Speaker:the work you love of
Speaker:and it's basically idea. I like my job but like you know, it, it, it
Speaker:really, it's. Anyone from work is listening. No, I
Speaker:actually do like my job. But like there's like, you know, as you get, you
Speaker:know, because I'm. I turned 50 not that long ago. Right. And like every time
Speaker:you have a Birthday with a zero on it. You always have this kind of
Speaker:how am I doing? You know, tell me about this.
Speaker:And you know, when I turned 40, I had this crazy idea I was going
Speaker:to become a documentary filmmaker and long
Speaker:story, and I went and I really studied up how to do
Speaker:filmmaking and stuff like that. And then I
Speaker:realized like how little documentary filmmakers make.
Speaker:Oh yeah. And I realized, you know, maybe I should because
Speaker:I was, you know, I was very invested in the Windows
Speaker:Mobile, Windows phone platform, Windows 8. And then when that kind
Speaker:of hit was a thud, I kind of realized like, you know,
Speaker:whatever, you work in technology and like a particular field
Speaker:kind of flops, you know, that particular niche that you're in kind of flops,
Speaker:you kind of reevaluate. How did I get here? Right? And it
Speaker:was almost by chance that I attended a
Speaker:Microsoft research conference like
Speaker:over 10, 10ish years ago
Speaker:where, you know, they were talking about,
Speaker:you know, AI and like what this is. And at that point I just thought
Speaker:of, you know, data as SQL and you know, Power BI
Speaker:dashboards. Like that was my, that was my impression of it. But
Speaker:when, when I saw that there was an actual engineering discipline to it and
Speaker:math that will make you go crazy. Like it was
Speaker:a good technical challenge to get into. And you
Speaker:know, at the time I was at Microsoft and they were talking about how they're
Speaker:going to add AI to every Microsoft product, which in 2015 sounded insane.
Speaker:Yeah, right now, I mean now we see it and like
Speaker:everybody's adding everything to AI, even if it needs it. Whether or not it needs
Speaker:it is not really a concern. But
Speaker:it's, I don't know, like I just. And you know, fortunately that
Speaker:was the right choice. Obviously people thought I was crazy because I was, you know,
Speaker:walking away from, you know, years of
Speaker:like front end development on Windows into a completely
Speaker:new space and everyone thought I was crazy. But I'm like, nah, there's
Speaker:something here. And it's, it's fun, it's challenging, it's exciting
Speaker:and that's that. That kind of explains my current fascination with
Speaker:quantum computing. Right. Like it's like, you know, it's, it's not quite
Speaker:there. It's not quite there yet. Right. And people will
Speaker:argue. Jensen Wong says it'll take 20 years, Bill Gates says
Speaker:shorter. Some people say three years, five years. It's such in
Speaker:an stage of a technology development that
Speaker:we're really barely at the transistor stage. Oh yeah,
Speaker:here, right. So like it's really like an opportunity to get in and the Math
Speaker:is hard. The math will give you headaches for sure. But
Speaker:you don't have to understand all of it to build systems on top of it.
Speaker:Right. Like, and to understand the impact it's going to have on the industry.
Speaker:And like, everything. And like everything, the. The smart people will build the
Speaker:infrastructure layer, and on top of that, you'll have the operation system, the application
Speaker:layer. And, you know, before you know it, you will build application in an
Speaker:abstract way without knowing everything that's, you know, underneath the surface. A
Speaker:hundred percent. You know, at one point, if you were building a computer, you needed
Speaker:to have an, you know, electrical engineers on staff. Oh, yeah, right. And you
Speaker:needed to really use those bytes, you know. Well. Right. And how.
Speaker:How, you know, memory works and how, you know, everything. Efficiency work.
Speaker:There was one of the mythbuster guys, had
Speaker:a thing where he talks about a bit from an early computer, and it's about
Speaker:the size of this water bottle. No way. Something like that. It was. It
Speaker:was a little smaller than that, but I mean, it was like. And he was
Speaker:like, you know, it was about that big, and it was somewhere between the size
Speaker:of this and a spark plug, but it was big. Right. So, like, if you
Speaker:just think about that, like, and then. Then some other YouTuber did this whole visualization
Speaker:of what does this look like? What would this look like to have a gigabyte
Speaker:with those? And it was turned out to be like a skyscraper size thing.
Speaker:And it was, I don't know, like, to your point. You're
Speaker:right. Like, the infrastructure layers that we're used to in technology today
Speaker:are not there yet in quantum. Right. But that also means an
Speaker:enormous opportunity for those to get in at this level.
Speaker:You know, whether or not it'll pay off in five years, 10 years, 20,
Speaker:I can't really say, but it's definitely. I know. It's definitely happening.
Speaker:Yeah. Well, fun fact. The audience know I know zero about.
Speaker:Right, right, right. Well, every time I think I understand it, I learned there's a
Speaker:whole other thing behind it which is both fascinating and, you know,
Speaker:fun and annoying, but shameless. Plug. I do have another
Speaker:podcast called Impact Quantum, where we do take.
Speaker:We do take a look at what Quantum is, where it's at and how it
Speaker:means, what it means for people's careers and stuff like that. Who knows, Maybe
Speaker:we'll meet again in decades, talking about. Absolutely. Machinery and construction. There
Speaker:you go. Well, we'd love to have you back on the show if you're interested,
Speaker:and maybe talk more about the individual solution, but I really enjoyed our
Speaker:conversation. Me too. It was a pleasure. Like, thanks for having
Speaker:me. Thanks for the audience for staying until now. The people who
Speaker:stayed. Oh, no problem. Oh, one last thing. Where can people
Speaker:find your company? It's called Bill dots. Yeah. So
Speaker:buildups.com. like, go to our website, go through everything
Speaker:that we offer. There's tons of education,
Speaker:you know, case studies, webinars, you know, we're talking, we're all
Speaker:the way in social media. Go through LinkedIn to either build
Speaker:out's profile or to my profile. We're happy to chat
Speaker:and we're happy to geek out. I mean, eventually we're construction
Speaker:geeks. Love talking about technology, love talking about
Speaker:construction. So reach out. We'll have to chat. Awesome.
Speaker:And it's build. Ots.com, right?
Speaker:No, it's Build. Like a build. Like to build something. Dots.
Speaker:Oh, build dots. So two Ds. Yeah. Yeah. So it's got.
Speaker:I'll make sure that the correct link is in the, in the
Speaker:description and thanks for your time. And we'll let our AI
Speaker:finish the show. And that brings us to the end of another episode
Speaker:of Data Driven, where today we learned that even construction
Speaker:sites can be smarter than your average smart fridge. Huge thanks
Speaker:to Amir Berman from Builderts for showing us how computer vision isn't
Speaker:just for spotting cats on the Internet. It's for keeping billion dollar projects
Speaker:on track. If your idea of a digital twin was a dodgy sci
Speaker:fi plotline, well, now you know better. Don't forget
Speaker:to like, share, subscribe, and maybe send this episode to
Speaker:the construction manager in your life. Until next time,
Speaker:stay Data Driven and maybe wear a helmet just in case.