1 00:00:00,320 --> 00:00:04,120 Welcome to another episode of Data Driven where we put the hard hat on 2 00:00:04,120 --> 00:00:07,920 data and get our hands digitally dirty. Today, Frank 3 00:00:07,920 --> 00:00:11,720 dives into the world of construction. Yes, actual buildings with 4 00:00:11,720 --> 00:00:14,800 Amir Berman, VP of industry transformation at 5 00:00:14,800 --> 00:00:18,120 Builderts. If you thought construction was all bricks and 6 00:00:18,120 --> 00:00:21,920 backaches, think again. Amir reveals how computer vision 7 00:00:21,920 --> 00:00:25,480 and data analytics are transforming job sites from chaos to 8 00:00:25,480 --> 00:00:29,040 code. Think. Fewer delays, more precision, and slightly less 9 00:00:29,040 --> 00:00:32,360 swearing at blueprints. So grab your virtual safety 10 00:00:32,360 --> 00:00:36,080 goggles because this episode builds a strong case for AI in 11 00:00:36,080 --> 00:00:36,800 hard hats. 12 00:00:40,320 --> 00:00:43,840 Hello, and welcome back to Data Driven, the podcast where we 13 00:00:43,840 --> 00:00:47,480 explore the emergent fields of data science, artificial 14 00:00:47,480 --> 00:00:51,280 intelligence, and of course, without data engineering, really not going 15 00:00:51,280 --> 00:00:54,850 to get very far. And speaking of data 16 00:00:54,850 --> 00:00:58,650 engineering, my favorite data engineer is not able to make the call today, 17 00:00:58,650 --> 00:01:02,050 but we've already scheduled this poor guest a couple of times and I don't want 18 00:01:02,050 --> 00:01:05,610 to push it back another time. So it's just going to be me 19 00:01:05,610 --> 00:01:09,049 today welcoming Amir Berman, 20 00:01:09,370 --> 00:01:13,210 VP of industry transformation at Bill Dots. And 21 00:01:13,610 --> 00:01:17,330 this is going to be really cool because it's really about. He has 22 00:01:17,330 --> 00:01:20,490 a passion for digitally transforming the 23 00:01:20,890 --> 00:01:24,010 construction industry. Now, I know the term digital transformation has 24 00:01:24,600 --> 00:01:27,960 probably left a bad taste in some people's mouth, but I think there's real opportunities 25 00:01:28,040 --> 00:01:30,760 in the construction space to leverage 26 00:01:31,720 --> 00:01:35,520 tools from as mundane as predictive maintenance all 27 00:01:35,520 --> 00:01:37,960 the way to fancy computer vision stuff. 28 00:01:40,199 --> 00:01:44,040 Welcome to the show, Amir. Thank you. Thanks for having me. 29 00:01:44,360 --> 00:01:48,120 Cool. And if you, you know, we're going casual today. If you're 30 00:01:48,120 --> 00:01:51,240 watching this on video, we're both kind of in. One's in a black shirt, one's 31 00:01:51,240 --> 00:01:55,040 in a gray shirt. And I kind of joked, like, too bad this isn't like 32 00:01:55,040 --> 00:01:58,800 a hacker call. Like, you know, gray hat, black hat, Andy 33 00:01:58,800 --> 00:02:01,920 could show up with the white hat. But. But I digress. 34 00:02:02,720 --> 00:02:06,560 So I remember seeing a video 35 00:02:06,560 --> 00:02:09,760 from, like, build 2017, 2018 36 00:02:10,640 --> 00:02:14,120 at Microsoft, big Microsoft conference, where they showed a construction site in 37 00:02:14,120 --> 00:02:17,760 computer vision where it basically said, you know, hey, where's the 38 00:02:17,760 --> 00:02:21,590 jackhammer? Oh, jackhammer's here and it's in a dangerous position. 39 00:02:21,590 --> 00:02:24,590 It's about to fall down. Or Tommy picks up 40 00:02:25,790 --> 00:02:29,150 the jackhammer and he's not authorized to do it. It'll send an alert to the 41 00:02:29,150 --> 00:02:32,790 construction manager and it actually sends an SMS and it becomes this 42 00:02:32,790 --> 00:02:36,590 whole chat thing. Keep in mind, this is pre, like, chatgpt big 43 00:02:36,590 --> 00:02:40,070 bang moment. Tell me, how far away is that 44 00:02:40,070 --> 00:02:43,670 vision? You're nodding along, so you may have seen 45 00:02:43,670 --> 00:02:47,470 this demo. So how far away is the vision of 46 00:02:47,470 --> 00:02:51,070 a smart construction site? I would say it's pretty 47 00:02:51,070 --> 00:02:54,910 close because we're practically there. Like you know, for some 48 00:02:54,910 --> 00:02:58,190 of the audience, I'm pretty sure it's gonna sound like a sci fi 49 00:02:58,750 --> 00:03:02,030 movie. But bear in mind that 50 00:03:02,430 --> 00:03:05,990 for once, construction is probably one of the biggest and the 51 00:03:05,990 --> 00:03:09,550 wealthiest industries out there. I mean if there's like a cool 52 00:03:09,550 --> 00:03:13,310 tech out there, you've got to be sure that it's being used 53 00:03:13,630 --> 00:03:17,230 or has been used in this industry. Like personally, I remember 54 00:03:17,230 --> 00:03:20,610 I've been dealing with augmented reality for 55 00:03:20,610 --> 00:03:23,970 construction sites back in 2016, I want to say 56 00:03:24,530 --> 00:03:28,330 so even then. And we were not alone. I mean we were like a few 57 00:03:28,330 --> 00:03:31,570 startups back in, back in 2016 or 2015, 58 00:03:32,210 --> 00:03:35,570 I want to say 2015. And we were developing 59 00:03:36,450 --> 00:03:40,090 augmented reality apps for the job site and 60 00:03:40,090 --> 00:03:43,250 practically Microsoft was one of our design partners back then 61 00:03:43,330 --> 00:03:46,720 randomly. So if 62 00:03:46,800 --> 00:03:50,400 it's, if it's sci fi or if it's like today. 63 00:03:50,480 --> 00:03:54,320 So it is pretty much like the, the present 64 00:03:54,400 --> 00:03:58,240 I would say. But I also, but I also think though, like construction 65 00:03:58,240 --> 00:04:00,320 sites I think are also the ultimate kind of 66 00:04:01,760 --> 00:04:05,360 test bed for technology. Right. Like you, you're in 67 00:04:05,360 --> 00:04:08,840 these if you have to wear a hard hat. 68 00:04:08,840 --> 00:04:12,560 Clearly, clearly it's a, it's a rugged, you have to have a ruggedized 69 00:04:12,560 --> 00:04:16,300 equipment. You have to have, it has to be reliable. Right. Because 70 00:04:16,940 --> 00:04:20,420 if, if the system goes down. Right. You have an entire crew of people that 71 00:04:20,420 --> 00:04:24,220 are billing but not working. Yes. 72 00:04:24,940 --> 00:04:28,180 So it has to work. Right. So like that's always, I think has that been 73 00:04:28,180 --> 00:04:31,620 a tension between like, you know, we have this augmented 74 00:04:31,620 --> 00:04:35,020 reality technology and I understand, I remember seeing the demos too. 75 00:04:35,660 --> 00:04:39,460 We're probably have seen a lot of the same kind of marketing 76 00:04:39,460 --> 00:04:42,920 material. Right. Where you know, you put on the headset and like this is where 77 00:04:42,920 --> 00:04:45,400 the pipes are going to go and this is where the wall's going to go. 78 00:04:45,480 --> 00:04:49,280 So you know, whoever's on site saying like, oh well you know, we need to 79 00:04:49,280 --> 00:04:52,760 adjust this, how do we adjust this? But I also 80 00:04:52,760 --> 00:04:56,600 know like, you know, it's always cool to 81 00:04:56,600 --> 00:05:00,200 have the new gadget, but that gadget has to work. And it seems like 82 00:05:00,200 --> 00:05:02,120 construction could be a high pressure environment. 83 00:05:03,800 --> 00:05:07,160 Yeah. Now whenever we talk about construction, I mean 84 00:05:07,480 --> 00:05:11,080 people have like tons of different kind of examples running through their head. 85 00:05:11,080 --> 00:05:13,620 Anything like I've buil a shed. Like 86 00:05:15,140 --> 00:05:17,940 personally I can guarantee you that I've not built a shed 87 00:05:18,820 --> 00:05:22,500 that's not in my sweet spot. But whenever we talk about, 88 00:05:22,500 --> 00:05:26,260 you know, construction. So people have those all sorts of different examples. 89 00:05:26,500 --> 00:05:30,260 It start by building a shed or like we renovated our house 90 00:05:30,500 --> 00:05:34,100 or you know, three stories high kind of building 91 00:05:34,100 --> 00:05:37,700 somewhere downtown, all the way to 40 story 92 00:05:37,780 --> 00:05:41,300 high, you know, hotel, you know, let's say Austin or 93 00:05:41,930 --> 00:05:45,650 a data center which is like, I know 2 million square foot or an oil 94 00:05:45,650 --> 00:05:48,810 rig. Construction is pretty, pretty vast. So 95 00:05:51,130 --> 00:05:54,810 the cool thing about construction is that the cost 96 00:05:55,050 --> 00:05:58,010 of running a construction operation is so high, it's like 97 00:05:58,170 --> 00:06:01,610 ridiculously high. People don't get it like how prices like construction, 98 00:06:01,690 --> 00:06:05,450 especially like the major projects and at the same time these 99 00:06:05,450 --> 00:06:09,270 guys and these companies are running like razor thin margins, you 100 00:06:09,270 --> 00:06:12,790 know, would you, do you want to take a guess? Like what's the margin on 101 00:06:12,790 --> 00:06:16,390 construction project? I guess it would 102 00:06:16,390 --> 00:06:19,550 depend on who it is. If it's the real estate developer versus 103 00:06:20,190 --> 00:06:23,950 the contractor that's pouring concrete versus the guy that's doing the electrical 104 00:06:23,950 --> 00:06:27,550 or the girl that's doing the plumbing. But I would say, I would say 105 00:06:27,550 --> 00:06:30,590 probably on a low end, probably like maybe 2%, 1%. 106 00:06:31,390 --> 00:06:34,950 You're freakishly kind of accurate. I would say like if you're a 107 00:06:34,950 --> 00:06:38,570 contractor, like a top tier contractor that does like you know, a major 108 00:06:38,570 --> 00:06:42,250 construction, you're looking at single digits. It really depends on the 109 00:06:42,250 --> 00:06:45,930 continent, like in the States versus like Europe versus APAC and so on. 110 00:06:46,010 --> 00:06:49,810 But you're looking at single digits like and if you're saying like let's say 111 00:06:49,810 --> 00:06:53,210 that we're building a half a billion dollar like 112 00:06:53,210 --> 00:06:56,810 healthcare facility, right. So 3% 113 00:06:56,890 --> 00:07:00,730 margins means that you don't have a lot of leeway for R and D. 114 00:07:01,940 --> 00:07:05,620 Right. That's fair bearing mind. So you have like folks which are like the most 115 00:07:05,620 --> 00:07:09,380 talented, most devoted people I've ever met. This is like the best industry to 116 00:07:09,380 --> 00:07:13,020 work for in my opinion. Personally. People are devoted, 117 00:07:13,020 --> 00:07:16,580 people are like mission driven people like you know, salt of the earth. 118 00:07:17,700 --> 00:07:21,180 But at the same time, you know, no matter like how good and how solid 119 00:07:21,180 --> 00:07:24,980 your technologies, you have very little opportunity to prove it 120 00:07:24,980 --> 00:07:28,820 to them. That's true. Yeah. 121 00:07:28,820 --> 00:07:32,370 The margins are that thin. Like you have to have a solid story, 122 00:07:32,370 --> 00:07:36,050 right. Like I don't know what the final price of the HoloLens was, but it 123 00:07:36,050 --> 00:07:39,810 was something like three, $4,000. Yeah, right. And if I'm, I 124 00:07:39,810 --> 00:07:42,810 mean if I'm on, if I'm talking to a business owner that has a single 125 00:07:42,810 --> 00:07:45,970 digit, you know, profit margin number, let's say 2%. 126 00:07:46,690 --> 00:07:50,490 I have to come in with a really good explanation 127 00:07:50,490 --> 00:07:54,050 of you buy this and you're not just buying one, right? 128 00:07:54,210 --> 00:07:57,890 You buy this, it's going to save you X amount of 129 00:07:57,890 --> 00:08:01,650 money. Yeah, yeah, right. It's you need to 130 00:08:01,650 --> 00:08:05,290 come with a few things. First of all, at some point we'll need to probably 131 00:08:05,610 --> 00:08:09,450 educate our, you know, our audience because we're not doing augmented reality. 132 00:08:09,450 --> 00:08:13,290 You know, we're doing something completely. Right, right, right. I'm just, I don't want to, 133 00:08:13,290 --> 00:08:15,410 I don't want to get fixed. I don't want to fixate on that. But. No, 134 00:08:15,410 --> 00:08:17,850 no, no, don't worry, don't worry. I just wanted to make sure that the audience 135 00:08:17,850 --> 00:08:21,490 are not meeting us instead of the. In case. But I mean, I, I would 136 00:08:21,490 --> 00:08:25,170 imagine that, I guess that depending on what solution you're selling. Let's, 137 00:08:25,170 --> 00:08:28,820 let's. Sorry about that. This is what happens, kids, when you have too much 138 00:08:28,820 --> 00:08:29,660 coffee in the morning. 139 00:08:33,900 --> 00:08:37,660 I mean, obviously predictive maintenance is probably 140 00:08:38,140 --> 00:08:40,540 an easy sell for the construction industry. 141 00:08:42,860 --> 00:08:46,540 I don't know if it's an easy sell. Like, nothing is easy. 142 00:08:46,860 --> 00:08:50,460 Nothing is easy. Let's go back a few steps. So we said 143 00:08:50,460 --> 00:08:54,170 it's like a high volume kind of, you 144 00:08:54,170 --> 00:08:57,330 know, monetary wise. Like it's, it's capital dense, right? 145 00:08:57,650 --> 00:09:01,130 Margins are super low and all the capital in 146 00:09:01,130 --> 00:09:04,610 constructions are in within construction projects. 147 00:09:04,770 --> 00:09:08,210 I mean, headquarters do not have a lot of money, not a lot of capital. 148 00:09:08,370 --> 00:09:12,210 Why is that? Because all of their capital projects are yielding like low 149 00:09:12,210 --> 00:09:16,050 margins, you know, let alone like, we're not talking about developers. Developers are doing 150 00:09:16,050 --> 00:09:19,730 a whole different kind of ballgame. But let's say that you're a general contractor, 151 00:09:19,910 --> 00:09:23,510 top tier general contractor in the states. You don't have a lot of, you know, 152 00:09:23,510 --> 00:09:26,950 free money to throw an R and D. And at the same time, because 153 00:09:28,230 --> 00:09:31,270 construction is such a vast and, you know, major 154 00:09:31,830 --> 00:09:35,590 industry which has that kind of vibe of 155 00:09:35,590 --> 00:09:39,070 being late to the party, even though it's not late for the party. From tech 156 00:09:39,070 --> 00:09:42,870 stack perspective, it means that if I'm coming from a 157 00:09:42,870 --> 00:09:46,550 contractor side and if I'm the person, you know, if I'm the CIO 158 00:09:46,630 --> 00:09:49,910 or the person responsible for developing and implementing technology, 159 00:09:50,590 --> 00:09:54,190 I'm being bombarded by people pitching me constantly. 160 00:09:55,230 --> 00:09:58,950 So it's not a case where the industry is underserved, but we need 161 00:09:58,950 --> 00:10:02,670 to have that responsibility as technology vendors that whenever we're 162 00:10:02,670 --> 00:10:06,270 hitting the market with something, we need to be responsible and respect 163 00:10:06,750 --> 00:10:10,110 the fact that the other side doesn't have a lot of margin 164 00:10:10,830 --> 00:10:13,910 to invest in R and D. They do not have a lot of time. They 165 00:10:13,910 --> 00:10:17,510 need to deliver project asap. So it means that we need to come to the 166 00:10:17,510 --> 00:10:21,220 market really, really mature and we need to make sure that our 167 00:10:21,220 --> 00:10:25,060 solutions actually work. And when they do it's terrific. It's 168 00:10:25,060 --> 00:10:28,740 like magic. It's amazing. Right. I think of that old 169 00:10:28,740 --> 00:10:32,180 triangle, you know, good, fast and cheap. Right. Like yeah, 170 00:10:32,580 --> 00:10:36,100 time and money are both constraints, it sounds like in the construction industry. 171 00:10:36,580 --> 00:10:37,940 So it has to be good, right? 172 00:10:40,420 --> 00:10:44,140 It has to be good. Money is not always an issue. I 173 00:10:44,140 --> 00:10:47,800 mean there's some money to invest just because capital 174 00:10:47,800 --> 00:10:51,560 is huge and the opportunity to gain something 175 00:10:51,720 --> 00:10:55,160 is vast. I mean if you can take a gc, like a gc, sorry for 176 00:10:55,160 --> 00:10:57,640 the audience, short for General Contractors. 177 00:10:58,920 --> 00:11:02,680 So if you're taking a GC and you can kind of help them pave 178 00:11:02,680 --> 00:11:05,960 the way to break away from the single digits like 179 00:11:06,680 --> 00:11:09,880 margin, the opportunity is endless. I mean 180 00:11:10,370 --> 00:11:13,890 those companies are making billions of dollars in revenue, not, 181 00:11:14,050 --> 00:11:17,810 not profits revenue. So if you can turn like a, let's 182 00:11:17,810 --> 00:11:21,334 say theoretically take a 5 digit, a 5, 183 00:11:21,486 --> 00:11:25,250 5% margin company and make it like a 6 or 7%, 184 00:11:26,210 --> 00:11:29,010 that's, that's tremendous. They're going to be leaders. 185 00:11:29,650 --> 00:11:32,930 Huge. Yeah, they're going to be leaders in their industry with that type of, 186 00:11:33,250 --> 00:11:36,290 you know, so, so 187 00:11:37,940 --> 00:11:41,580 our decisions in the field obviously built a 188 00:11:41,580 --> 00:11:44,980 construction. So I, I had done some home renovations. My wife is always 189 00:11:45,140 --> 00:11:48,260 knocking down walls or doing something. So I kind of know 190 00:11:49,140 --> 00:11:52,260 I would not call myself a construction expert but when we did call in somebody 191 00:11:52,260 --> 00:11:54,420 to build on an addition to our old house, 192 00:11:56,020 --> 00:11:59,060 I saw how much that would cost and it was, it was only three stories, 193 00:11:59,060 --> 00:12:02,820 right. It wasn't like a, you know, a skyscraper or, or data center which I 194 00:12:02,820 --> 00:12:06,490 would imagine data centers are completely different animal in a lot of 195 00:12:06,490 --> 00:12:09,970 ways. But are decisions based on 196 00:12:09,970 --> 00:12:13,530 intuition, right? Because somebody, somebody has a plan, 197 00:12:13,530 --> 00:12:17,250 right. They have the blueprint, right. And the blueprint seems like, 198 00:12:17,250 --> 00:12:20,930 you know, if everything works out perfectly but where the rubber meets the 199 00:12:20,930 --> 00:12:24,330 road, so to speak, is going to be on, on the job site. 200 00:12:25,530 --> 00:12:29,170 So I mean I would imagine that a lot of the decisions 201 00:12:29,170 --> 00:12:32,700 historically have been like, you know, the foreman 202 00:12:32,700 --> 00:12:34,900 or the GC 203 00:12:35,700 --> 00:12:39,540 superintendent has kind of like an intuition. But like are there 204 00:12:39,540 --> 00:12:42,820 ways to use data, capture data and make the 205 00:12:43,140 --> 00:12:46,820 decisions, you know, know where the 206 00:12:46,820 --> 00:12:50,660 problems are going to be as well as making it more, less intuition based 207 00:12:50,660 --> 00:12:53,620 and more data, data, dare I say data driven 208 00:12:54,180 --> 00:12:57,380 type approach. What sorts of tools are there for that? 209 00:12:58,480 --> 00:13:02,000 Now I think you're hitting the nail on the head because like, you know, 210 00:13:02,160 --> 00:13:05,600 I think it was like one of my last flights. The reason we 211 00:13:05,600 --> 00:13:09,040 postponed the, you know, the episode from earlier this week because I caught 212 00:13:09,200 --> 00:13:12,920 yet another fluke which I'm constantly catching on planes came 213 00:13:12,920 --> 00:13:16,520 back from London And I think it wasn't that flight, but the previous flight I 214 00:13:16,520 --> 00:13:19,520 read Thinking fast and thinking Slow. Have you read? 215 00:13:20,240 --> 00:13:23,980 Yeah, I have, yeah. Yeah, really good stuff. Shout out to. Who 216 00:13:23,980 --> 00:13:26,900 am I to shout out like Daniel Kahneman. But you know, if you haven't read 217 00:13:26,900 --> 00:13:30,700 it, go and purchase this either online or read the paperback. 218 00:13:30,700 --> 00:13:34,500 But you know, he talks in the, in the, in the 219 00:13:34,500 --> 00:13:38,180 book about, you know, system one, system two, right? Like two kind of system within 220 00:13:38,180 --> 00:13:41,700 your human brain. I'm far from being expert, but basically you're 221 00:13:41,860 --> 00:13:45,540 talking about intuition, like the way that we manage ourselves using intuition. 222 00:13:45,540 --> 00:13:49,220 And what does it mean to have an intuition versus like a deep kind of 223 00:13:49,220 --> 00:13:52,840 line of thinking and you know, the way that you typically 224 00:13:52,840 --> 00:13:56,400 would analyze the more complicated, slow thinking process. 225 00:13:56,480 --> 00:14:00,160 So if you take this back, like this system one to 226 00:14:00,160 --> 00:14:03,840 construction projects, what does it mean to run based on intuition or 227 00:14:03,840 --> 00:14:07,640 hunch? Let's take your veteran superintendent, superintendent, 228 00:14:07,640 --> 00:14:11,200 like the person who really runs the job on the job site 229 00:14:11,600 --> 00:14:15,320 from the general contractor side, and let's say that he 230 00:14:15,320 --> 00:14:19,010 or she will have like 20, 25 years of experience. These 231 00:14:19,010 --> 00:14:22,810 guys can, you know, can sniff, can sense that 232 00:14:22,810 --> 00:14:26,610 something is wrong. But in reality, you know, without having the technology 233 00:14:26,690 --> 00:14:30,450 on their side, typically what will happen is that their intuition 234 00:14:30,850 --> 00:14:34,610 will kick in when it's a bit too late. Why is that? 235 00:14:34,610 --> 00:14:38,370 Because let's say that you're doing like a 20 story high, you know, 236 00:14:38,370 --> 00:14:41,730 let's take that 40 story high somewhere building in Austin, Texas, right? 237 00:14:42,050 --> 00:14:45,890 That's going to be, I don't know, half a million square foot 238 00:14:47,080 --> 00:14:50,720 of a building. I'm going to have a crew of in between 10 to 20 239 00:14:50,720 --> 00:14:53,960 people from the contractor side. And there's 240 00:14:54,120 --> 00:14:57,400 literally hundreds of people working on my building 241 00:14:57,400 --> 00:15:01,040 installing ductwork, electrical wiring and you know, drywall and 242 00:15:01,040 --> 00:15:04,040 Sheetrock and you know, you name it and everything changes 243 00:15:05,240 --> 00:15:09,040 each and every day. And you as a superintendent, even though that you 244 00:15:09,040 --> 00:15:11,680 have the best kind of experience ever in the job and you have a really 245 00:15:11,680 --> 00:15:15,200 good intuition, your threshold, right, to 246 00:15:15,200 --> 00:15:19,040 noticing that something is off, you're only human, so it's 247 00:15:19,040 --> 00:15:22,600 natural for you to sense that something is off at some point. But what 248 00:15:22,600 --> 00:15:26,360 technology can bring to the table, and sorry for the very long explanation but 249 00:15:26,360 --> 00:15:30,080 technology can do, is to lower the threshold for you to be 250 00:15:30,080 --> 00:15:33,880 sensing that something is off. Let me give you an example. Let's say that 251 00:15:33,880 --> 00:15:37,600 in, within that same building, you have a crew of people that installing 252 00:15:37,600 --> 00:15:40,970 ductwork, you know, there's going to be, let's give it like 253 00:15:41,770 --> 00:15:45,370 an even number just for the example. I'd say like 100,000 254 00:15:45,370 --> 00:15:48,730 of linear footage of, you know, duck work. 255 00:15:48,970 --> 00:15:51,850 And they need to do it at a certain pace and to work at a 256 00:15:51,850 --> 00:15:55,450 certain sequence. And let's say that they're like, by week two or 257 00:15:55,770 --> 00:15:58,890 week five, they're off by 7%, 258 00:15:59,450 --> 00:16:02,810 right? They should have done like X and they've done like X minus 7%. 259 00:16:03,610 --> 00:16:07,320 What is the probability of that veteran super to 260 00:16:07,320 --> 00:16:11,040 kind of miss that? There's a high chance for them 261 00:16:11,040 --> 00:16:14,680 to be missing that point. Why is that? Because someone else is yelling. Because 262 00:16:14,680 --> 00:16:18,360 someone else is like, hasn't been delivering as they should 263 00:16:18,360 --> 00:16:21,800 be. And the gap is not 7%. They're missing by 50%. Or 264 00:16:21,960 --> 00:16:25,600 there's a truckload that was supposed to get to the job site that day and 265 00:16:25,600 --> 00:16:29,120 it hasn't gone there. Or like there's like a design change. There's so many 266 00:16:29,120 --> 00:16:32,960 moving pieces on the job site and for them to be missing 267 00:16:32,960 --> 00:16:36,670 the fact that that team is lacking like 7% 268 00:16:36,990 --> 00:16:39,910 and the week after it's going to be 8%. So you're looking at the kind 269 00:16:39,910 --> 00:16:43,590 of a snowball effect. So at some point, I know 270 00:16:43,590 --> 00:16:47,230 by week 20, if, if the ship is like off track, 271 00:16:47,310 --> 00:16:50,630 right, someone will notice it. But the trick is that you're 272 00:16:50,630 --> 00:16:54,190 noticing too late. Using 273 00:16:54,190 --> 00:16:57,710 technology is like, you can combine the system one, the intuition, 274 00:16:57,790 --> 00:17:01,390 which is basically intuition if you don't know it. Intuition is like experience, 275 00:17:02,060 --> 00:17:05,900 his knowledge, expertise. It's like how your brain is being, you know, 276 00:17:06,620 --> 00:17:10,180 rewired as time goes by. But if you combine that 277 00:17:10,180 --> 00:17:13,940 intuition with technology, that lowers the threshold all of a sudden. You 278 00:17:13,940 --> 00:17:17,740 don't need to wait until week 20 to sense that you're off by 7%. 279 00:17:18,700 --> 00:17:21,420 On the second or fifth week, I'm going to say like, hey, you know what, 280 00:17:21,500 --> 00:17:25,140 you've been doing tremendous work, but bear in mind that you're under delivering by just 281 00:17:25,140 --> 00:17:28,740 like a tiny bit. Let's go to the root cause of that and figure out 282 00:17:28,740 --> 00:17:32,010 what we can do together as a team in order to get better, back on 283 00:17:32,010 --> 00:17:35,690 track before it's being too late. And what I sense that the biggest 284 00:17:35,690 --> 00:17:39,530 opportunity for construction with technology is exactly that is 285 00:17:39,530 --> 00:17:42,850 like one of the opportunities is like lower the threshold so we can 286 00:17:43,250 --> 00:17:47,050 let humans do what they do best and we can let technology do what they 287 00:17:47,050 --> 00:17:50,610 do best, which is like the heavy lifting, the long tail, like the all that 288 00:17:50,610 --> 00:17:53,970 kind of boring, quote unquote analysis of this 289 00:17:53,970 --> 00:17:57,410 situation so that the pros can be like, you know, 290 00:17:57,940 --> 00:18:01,580 do whatever they do best. Right. And I would imagine too, 291 00:18:01,580 --> 00:18:05,340 like, I mean, it's Probably a lot easier to, you 292 00:18:05,340 --> 00:18:08,340 know, once it gets to 7%, right. It's probably 293 00:18:09,300 --> 00:18:13,100 one level of effort, but if you catch it at 3% or 2%, it's probably 294 00:18:13,100 --> 00:18:16,740 a lot, you know, like if a concrete shipment, I don't 295 00:18:16,740 --> 00:18:20,180 know, you know, misses its deadline or is late, 296 00:18:21,220 --> 00:18:25,070 the downstream effects probably AI is better 297 00:18:25,070 --> 00:18:28,910 at figuring that out than a person would be. And it's not a, it's 298 00:18:28,910 --> 00:18:32,670 not, it's just you. Every human on earth is limited by 299 00:18:32,670 --> 00:18:36,430 human perception. Right. The gateways of that. Right. And, and not that. 300 00:18:36,430 --> 00:18:40,230 That's. I think, I think you said it best. Like I'm a, I'm a big 301 00:18:40,230 --> 00:18:43,710 believer in the idea that AI is meant to be an augmentation technology 302 00:18:44,190 --> 00:18:46,510 for humans because there's things that AI can do better 303 00:18:47,950 --> 00:18:51,670 and it's, you know, 304 00:18:51,670 --> 00:18:55,310 and there's things obviously that humans are going to do better than machines for the 305 00:18:55,310 --> 00:18:59,030 foreseeable future. Right. But I think 306 00:18:59,030 --> 00:19:02,870 it's interesting is that when you think about, you know, AI and construction, right. 307 00:19:02,870 --> 00:19:06,510 It's probably, you know, everyone I, you know, immediately like I went to the 308 00:19:06,510 --> 00:19:10,150 computer vision demo, right. From a few years back, right. But 309 00:19:10,150 --> 00:19:13,710 it's probably this is. It sounds to me that construction is a very logistics, 310 00:19:13,710 --> 00:19:17,110 heavy business, right. I need to get people in a place, I need to get 311 00:19:17,110 --> 00:19:19,510 gear, I need to get equipment, I need to get 312 00:19:21,590 --> 00:19:25,430 material there and that. And there's probably a certain timing of it, right. It's 313 00:19:25,430 --> 00:19:28,870 probably very heavy on the waterfall process where you can't put 314 00:19:28,870 --> 00:19:32,630 ductwork if there's no, you know, I guess the iron skeleton 315 00:19:32,630 --> 00:19:36,430 on the building or whatever technique, right. If there's no floor, you can't put the 316 00:19:36,430 --> 00:19:40,270 flooring down. If there's no walls, can't paint them. Right. I mean, it's like from. 317 00:19:40,270 --> 00:19:44,050 It kind of goes this and I would imagine 318 00:19:44,050 --> 00:19:47,490 that that creates a very complicated 319 00:19:47,570 --> 00:19:51,330 web of interconnectedness that. 320 00:19:51,330 --> 00:19:54,690 Just thinking about it gives me a headache. Oh yeah, yeah. 321 00:19:55,250 --> 00:19:58,890 I think you, you're exactly right. Like it's the knockoff kind of 322 00:19:58,890 --> 00:20:02,610 cascading effect because everything in construction is sequence. Like 323 00:20:02,610 --> 00:20:05,650 the most, you know, the easiest kind of example is like you need to do 324 00:20:05,650 --> 00:20:09,380 the groundwork in order to do, to, to erect the structure. Right. 325 00:20:09,620 --> 00:20:13,340 And once you have the structure, you can start pouring the slabs, which are the 326 00:20:13,340 --> 00:20:16,980 concrete kind of floors and ceilings. And once you have the structure in place, you 327 00:20:16,980 --> 00:20:20,820 can start, you know, to, to install all the fit out, you know, all the 328 00:20:20,900 --> 00:20:24,260 internals. So that would be like the facades and windows and 329 00:20:24,260 --> 00:20:27,780 externals and guess what? You need the building to be 330 00:20:28,100 --> 00:20:31,140 what we call wet ready before you can install 331 00:20:32,020 --> 00:20:35,740 elements which are sensitive to weather. Right. I wouldn't go install 332 00:20:35,820 --> 00:20:39,620 my precious kind of sanitary work before 333 00:20:39,620 --> 00:20:43,460 I know that no damage will be caused by weather. And, you 334 00:20:43,460 --> 00:20:47,140 know, when we're talking about mechanical and electrical and plumbing 335 00:20:47,140 --> 00:20:50,980 equipment, there's a certain sequence. If you look up, you know the audience. If you 336 00:20:50,980 --> 00:20:52,780 look up and you have those kind of. 337 00:20:54,620 --> 00:20:58,260 You can see the ceiling scheme. You know, in office areas, you would 338 00:20:58,260 --> 00:21:02,090 see that there's, like, a certain pattern in your overhead. Mechanical, 339 00:21:02,090 --> 00:21:05,610 electrical, and plumbing equipment. Typically, there's going to be high 340 00:21:05,610 --> 00:21:09,450 difference. So, you know, ductwork, which are the biggest kind of pieces, will 341 00:21:09,450 --> 00:21:13,010 go first and then sprinklers and then, you know, and so on and so on. 342 00:21:13,010 --> 00:21:16,610 Mechanical piping, electrical conduits, you typically will go 343 00:21:16,610 --> 00:21:20,410 last because they're the most flexible. So you're right. There's a certain 344 00:21:20,410 --> 00:21:24,130 sequence, and once you have kind of a delay or a 345 00:21:24,130 --> 00:21:27,970 problem in one element, there's going to be a knockout effect to the 346 00:21:27,970 --> 00:21:30,690 rest of the pieces. And you want to make sure that one. You keep the 347 00:21:30,690 --> 00:21:34,530 right sequence. And if there's something that isn't ticking the 348 00:21:34,530 --> 00:21:38,130 right way, you need to fix that asap, because everything that will 349 00:21:38,130 --> 00:21:41,690 follow will be impacted. And not only that, 350 00:21:42,650 --> 00:21:46,450 sorry. You want to make sure that you 351 00:21:46,450 --> 00:21:49,730 keep a certain flow. Like, it's funny, but in 352 00:21:49,730 --> 00:21:53,050 construction, it shares, like, a bit of, you know, Zen kind of. 353 00:21:53,770 --> 00:21:57,620 Right, right. Elements. Because bear in mind, there's like, 354 00:21:57,620 --> 00:22:01,340 dozens of different trades and contractors and supply chain elements that are 355 00:22:01,340 --> 00:22:04,980 working together seamlessly, and one depends on the other. 356 00:22:05,220 --> 00:22:08,900 And if I come trade number one, let's say I'm doing ductwork, 357 00:22:09,060 --> 00:22:12,740 and the next one after me will be the sprinklers guy. If I'm 358 00:22:12,740 --> 00:22:16,260 late, that's going to affect the other team. And if they cannot 359 00:22:16,260 --> 00:22:19,700 pull their people to the job, guess what? At some point, they're going to pull 360 00:22:19,700 --> 00:22:23,270 them off from the job and you, you know, divert them to the next one. 361 00:22:23,510 --> 00:22:27,270 And me, as a superintendent, is like, the current project will suffer from that. 362 00:22:27,270 --> 00:22:30,990 So you want to make sure that everyone is working according to pace, according to 363 00:22:30,990 --> 00:22:34,790 their sequence at a certain flow. And it's really hard. 364 00:22:34,790 --> 00:22:38,590 It's really hard because, like, you plan your job perfectly 365 00:22:38,590 --> 00:22:42,430 on day one, right. But the minute you started, you're being thrown with 366 00:22:42,430 --> 00:22:46,150 everything possible, like weather, supply chain issues. The 367 00:22:46,150 --> 00:22:49,930 owner will change the design because of reason. You know, the 368 00:22:50,090 --> 00:22:53,650 marvel that, you know, you kind of. You 369 00:22:53,650 --> 00:22:57,130 wanted to get from Italy, stuck in somewhere in the ocean, like Everything 370 00:22:57,130 --> 00:23:00,890 will be thrown at you. And you need to have that really 371 00:23:00,890 --> 00:23:04,290 good data collection system that, you know, keep 372 00:23:04,290 --> 00:23:08,130 tracks of everything for you so it can raise up all the risks 373 00:23:08,130 --> 00:23:11,450 and all the kind of flags you need in order to make the right decision. 374 00:23:11,530 --> 00:23:15,090 So this is kind of the story. You really want to make sure that you 375 00:23:15,090 --> 00:23:18,530 keep up with the sequence because every kind of grain of, you know, dust that 376 00:23:18,530 --> 00:23:22,090 goes into that mechanism will 377 00:23:22,090 --> 00:23:25,890 probably. You know, it seems 378 00:23:25,890 --> 00:23:28,250 like you can, you can, like you said, like a Zen thing, like it has 379 00:23:28,250 --> 00:23:32,050 to exist in a certain flow state and the universe is going 380 00:23:32,050 --> 00:23:35,730 to conspire to make you get out of that flow state. 381 00:23:35,730 --> 00:23:39,010 Right. I, I imagine weather probably plays into it, you know, 382 00:23:39,730 --> 00:23:43,490 and, and it always fascinated me to see when people would 383 00:23:43,490 --> 00:23:47,180 build homes. I used to live in this big suburban development 384 00:23:47,180 --> 00:23:50,380 in New Jersey. As they were building it, we had these huge blizzards 385 00:23:51,420 --> 00:23:54,780 that winter. And I just remember seeing like the entire frame of the building 386 00:23:55,260 --> 00:23:59,060 was exposed to, you know, the snow and the ice. And I'm thinking 387 00:23:59,060 --> 00:24:01,660 to myself, how is that going to impact, you know, 388 00:24:02,780 --> 00:24:06,260 you know, in a one story townhouse or building? It probably is not that big 389 00:24:06,260 --> 00:24:09,700 of a deal. But like, I just wonder like, how do the bigger projects deal 390 00:24:09,700 --> 00:24:13,550 with this, right? If it's a hurricane, if it's this, if it's that. And 391 00:24:14,030 --> 00:24:17,750 I could just imagine a logistics nightmare, especially the bigger the project, because 392 00:24:17,750 --> 00:24:20,110 the bigger the project, the bigger the mart. I mean, the bigger the, 393 00:24:23,470 --> 00:24:27,310 the crews and the bigger all of this. And, and I think you're 394 00:24:27,310 --> 00:24:30,910 right. Like if, if the ductwork guy gets delayed by a couple of days, 395 00:24:31,470 --> 00:24:35,030 I would imagine like the sprinkler contractors, the 396 00:24:35,030 --> 00:24:38,670 plumbing and all that, they probably have, are working multiple 397 00:24:38,670 --> 00:24:42,450 jobs, right? Like, so they're probably like, oh, I have, and I have 398 00:24:42,450 --> 00:24:46,210 Bob and Tony working on that. But if you're for this week, but 399 00:24:46,210 --> 00:24:49,890 if you're delayed by a week, I got them over here now that screws up 400 00:24:49,890 --> 00:24:53,490 your schedule even further because you can't get those people. And I would imagine 401 00:24:53,490 --> 00:24:57,210 it's logistics nightmare. Yeah, it is, it is, 402 00:24:57,210 --> 00:25:01,010 it is. But, but to be honest, I would say, you know, that industry, this 403 00:25:01,010 --> 00:25:04,010 is how it operates. So it knows how to handle the 404 00:25:04,250 --> 00:25:07,520 unpredictability and how to kind of 405 00:25:08,800 --> 00:25:12,240 change plans at the floor level and 406 00:25:12,400 --> 00:25:15,680 adjust itself. But the key is, and I think that 407 00:25:15,920 --> 00:25:19,640 what's really happening over the past few years, and it's 408 00:25:19,640 --> 00:25:23,440 not just because of AI and technology, I think it's mostly about data structuring 409 00:25:23,440 --> 00:25:26,720 and ability to really represent the project 410 00:25:26,720 --> 00:25:29,200 digitally. So you can represent it 411 00:25:30,080 --> 00:25:33,750 digitally, all the moving pieces. So you can start simulating, you can 412 00:25:33,750 --> 00:25:37,270 start predicting using predictive analytics and so on. 413 00:25:38,070 --> 00:25:40,790 What it offers is, like, it offers. Like, the. 414 00:25:42,630 --> 00:25:46,430 People on the project to kind of work with different options and say, like, 415 00:25:46,430 --> 00:25:50,190 hey, you know what if I'm 7% late? You know, that previous example 416 00:25:50,190 --> 00:25:54,030 on the ductwork, what does it mean for me? Like, what's the end 417 00:25:54,030 --> 00:25:57,870 date for me for that activity? Let's say that I need to have all the 418 00:25:57,870 --> 00:26:01,320 ductwork installed by, I know, December this year. 419 00:26:01,720 --> 00:26:05,240 That's my plan. That's my schedule. Now I'm off by 7%. If you 420 00:26:05,240 --> 00:26:08,680 extrapolate and say, you know, if we continue the same pace, you know, 421 00:26:08,680 --> 00:26:12,280 relatively the same pace, am I going to finish that 422 00:26:12,280 --> 00:26:16,080 on January or February or, you know, what's. What's the knockout 423 00:26:16,080 --> 00:26:19,880 effect? Because once you know that, you can start plan the remedy, and 424 00:26:19,880 --> 00:26:23,640 you can say, all right, you know what. What happened? So far, it's in 425 00:26:23,640 --> 00:26:27,160 the past, but we need to get our, you know, our stuff together. You know, 426 00:26:27,780 --> 00:26:31,620 sorry, keeping my language and, you know, back on track. Sorry, I was 427 00:26:31,620 --> 00:26:35,180 almost there. And you can start having, like an adult conversation with your 428 00:26:35,180 --> 00:26:38,700 supply chain and say, like, hey, you know what, guys, let's go to the root 429 00:26:38,700 --> 00:26:42,500 cause of that. We need to amp our game by, 430 00:26:42,500 --> 00:26:46,260 you know, by that amount. Do we have enough labor on 431 00:26:46,260 --> 00:26:49,740 site? Do we have enough materials? Like, can you. Can you increase 432 00:26:49,740 --> 00:26:53,500 manufacturing of the missing ducts? Maybe? Can I change my 433 00:26:53,500 --> 00:26:57,340 sequence? You know, I have, like, the most amazing example from, you know, a 434 00:26:57,340 --> 00:27:01,060 year and a half ago, we 435 00:27:01,060 --> 00:27:04,860 launched a new product, a new feature about 18 months ago, which 436 00:27:04,860 --> 00:27:08,580 is like a predictive analytics for delays, which is tremendous for 437 00:27:08,580 --> 00:27:12,300 a job site. I remember launching it. And like 438 00:27:12,300 --> 00:27:15,500 everything in life, when we launch a product, we, first of all, 439 00:27:16,060 --> 00:27:19,820 you develop it in the background and you 440 00:27:19,820 --> 00:27:23,260 have early versions of it. And I remember working with 441 00:27:23,500 --> 00:27:26,860 mine, my. My first kind of beta 442 00:27:26,940 --> 00:27:30,620 user for that, one of the projects in the uk, And I told 443 00:27:30,620 --> 00:27:34,020 him, like, hey, there's a coming conference, you know, how about we get on stage 444 00:27:34,020 --> 00:27:37,620 and present together that example from back in the day? And he was like, you 445 00:27:37,620 --> 00:27:41,340 know what, I'm all good, you know, presenting with you, but I have a 446 00:27:41,340 --> 00:27:45,060 new example. I was like, what are you talking about? He was like, you know, 447 00:27:45,060 --> 00:27:48,780 he just released a feature using predictive analytics. And we noticed that my 448 00:27:48,780 --> 00:27:52,510 electrician, he's actually six weeks behind schedule, and it makes zero 449 00:27:52,510 --> 00:27:56,350 sense because he has his whole crew on site every 450 00:27:56,350 --> 00:28:00,070 day. I was like, how the hell are you kind of six week behind schedule. 451 00:28:00,390 --> 00:28:03,590 And the electrician, you know what he tells him, he was like, you know what? 452 00:28:03,670 --> 00:28:07,430 I'm waiting for the elevated floors, right? If you know 453 00:28:07,430 --> 00:28:11,230 what I'm talking about. Those like, elevated floors. I'm waiting for the elevated 454 00:28:11,230 --> 00:28:15,070 floors trade to be finishing in that area for me to getting on there 455 00:28:15,070 --> 00:28:18,870 with my, you know, ramps and everything to be working. And they 456 00:28:18,870 --> 00:28:22,670 stayed together. And I think he was telling me like, why the hell are 457 00:28:22,670 --> 00:28:25,350 we waiting for the elevated flows to be completed? Can we just like have the 458 00:28:25,350 --> 00:28:29,030 electrician go there instead? You know, change the sequence. That's it. And 459 00:28:29,030 --> 00:28:32,670 they change it immediately. And the only reason they could have, you 460 00:28:32,670 --> 00:28:36,510 know, add their kind of experience saying, like, you 461 00:28:36,510 --> 00:28:40,190 know, we just change the sequence. That's it. The only reason they could have done 462 00:28:40,190 --> 00:28:43,990 this because something raised that flag and said, like, hey, you know what? You're 463 00:28:43,990 --> 00:28:47,670 going to be six weeks behind schedule electrical work if you don't 464 00:28:47,670 --> 00:28:51,470 do something right now. So it's, you know, once you're off 465 00:28:51,470 --> 00:28:55,150 track and once you miss something, it's not the end of the world 466 00:28:55,150 --> 00:28:57,470 as long as you kind of address it. 467 00:28:59,070 --> 00:29:02,790 I just, I just love that story because it represents so much of 468 00:29:02,790 --> 00:29:06,310 the industry and its ability to make the best, like, 469 00:29:06,310 --> 00:29:09,800 decision in the split of a second. No, 470 00:29:09,960 --> 00:29:13,200 I think that's a good example of the AI flag something and people kind of 471 00:29:13,200 --> 00:29:17,000 like sat down and talked through and I guess one of the other things 472 00:29:17,000 --> 00:29:20,240 you kind of said was the ability to represent a building 473 00:29:20,240 --> 00:29:23,800 digitally. I would imagine it helps a lot to 474 00:29:23,960 --> 00:29:27,760 have that and then test out different scenarios. Like if 475 00:29:27,760 --> 00:29:31,040 we switch the order this way we'll save two days, right? We'll get back two 476 00:29:31,040 --> 00:29:34,840 days. We change it this way, we'll get back four days. Right. Or, 477 00:29:35,280 --> 00:29:39,120 or something like that. And again, I think the, I think the 478 00:29:39,200 --> 00:29:42,880 construction industry has always had to be resilient for a number of reasons, 479 00:29:42,880 --> 00:29:46,720 right. I think that's something 480 00:29:46,720 --> 00:29:50,560 I don't think people would necessarily appreciate from the outset. Right? Because you always 481 00:29:50,560 --> 00:29:54,320 see, like people always notice when something goes wrong, right? Like, oh yeah, 482 00:29:54,320 --> 00:29:57,920 that building. That building was supposed to go up, you know, in the spring. 483 00:29:57,920 --> 00:30:01,400 Here it is the fall. Or, you know, God forbid there's some kind of 484 00:30:01,400 --> 00:30:05,090 collapse. Like there was. Was it Thailand? I think it was 485 00:30:05,090 --> 00:30:08,730 Thailand. A building collapsed, unfortunately. 486 00:30:10,330 --> 00:30:14,090 So does the sequence of things or the normal sequence of things 487 00:30:14,170 --> 00:30:17,970 change by region? Like is. Is the 488 00:30:17,970 --> 00:30:21,770 US going to have a different order of things or. And like, how 489 00:30:21,770 --> 00:30:24,970 much does zoning affect that? Right. Like, you know, do you have a thing where 490 00:30:25,130 --> 00:30:28,810 you know, well, the local government, the local county or state says you can't 491 00:30:28,810 --> 00:30:31,830 do this before that. Like is that, is that a thing? 492 00:30:34,230 --> 00:30:38,070 Generally, I don't know. I'm pretty sure that there is a zoning kind of thing, 493 00:30:38,070 --> 00:30:41,910 but it's not my. Okay, I was just. But I would say, you 494 00:30:41,910 --> 00:30:45,670 know, think about this one. No building, like most buildings are 495 00:30:45,670 --> 00:30:48,950 not kind of cookie cutter. This is kind of another challenge in 496 00:30:48,950 --> 00:30:52,510 construction. It's like someone, I'm 497 00:30:52,510 --> 00:30:55,830 quoting someone, I can't remember who said it, but it's like you're building 498 00:30:56,070 --> 00:30:59,720 a one time thing, thing, factory. Like you're building a 499 00:30:59,720 --> 00:31:02,840 factory, right? The factory is like the team and the job site that need to 500 00:31:02,840 --> 00:31:06,560 kind of build that building. But it's, it's, it's a factory that 501 00:31:06,560 --> 00:31:10,320 you're going to use once, right? And that factory 502 00:31:10,320 --> 00:31:14,080 needs to build the building. And no building is the same as 503 00:31:14,080 --> 00:31:17,800 the other, right. One will have like a 504 00:31:17,800 --> 00:31:21,600 lowered suspended ceiling, the other one will not. And even like 505 00:31:21,760 --> 00:31:25,340 simple thing like you know, like drywall, like Sheetrock. 506 00:31:25,890 --> 00:31:29,570 Some of them will have insulation, some of them not. Some of them will 507 00:31:29,570 --> 00:31:33,250 have like the two coats of paint. Some of them 508 00:31:33,250 --> 00:31:37,010 will only one. Some of them will have glass walls, some of 509 00:31:37,010 --> 00:31:40,690 them will have brick walls. Nothing is the same. So 510 00:31:40,850 --> 00:31:44,650 sequence changes and varies according to the building that 511 00:31:44,650 --> 00:31:47,810 you're building. Not talking about different verticals. 512 00:31:48,370 --> 00:31:51,890 The healthcare facility is like completely different thing from 513 00:31:51,890 --> 00:31:54,050 residential project. It's a different thing from 514 00:31:55,700 --> 00:31:58,820 an airport or a hotel or data center or an oil reg. 515 00:31:59,540 --> 00:32:02,940 It's like comparing like the, you know, the F1 or in the 516 00:32:02,940 --> 00:32:06,780 NASCAR kind of car to my lousy vehicle that I'm driving 517 00:32:06,780 --> 00:32:10,260 my, my day to day. It's like a completely different animal. 518 00:32:10,419 --> 00:32:14,220 So there's going to be a lot of variations and differences. And this 519 00:32:14,220 --> 00:32:17,860 is like one of the challenges because you only have one shot on 520 00:32:17,860 --> 00:32:21,610 making that building on time and on budget. That's it. You 521 00:32:21,610 --> 00:32:24,290 only have one time. Interesting. 522 00:32:25,410 --> 00:32:27,890 Super challenging. Super challenging. That is industry. 523 00:32:29,170 --> 00:32:32,770 Maybe it's a good example because you know, I promise like the audience just like, 524 00:32:32,770 --> 00:32:36,329 you know, I'll give it like a really short kind of explanation of what we're 525 00:32:36,329 --> 00:32:39,570 doing and then maybe we circle back because like 526 00:32:40,610 --> 00:32:43,730 I think we kept the audience like in the dark for a bit. 527 00:32:45,010 --> 00:32:48,690 Mysterious, like I'm serious about what we're doing. So build outs, 528 00:32:48,690 --> 00:32:52,110 like simplistic. What we do is use computer 529 00:32:52,110 --> 00:32:55,270 vision, right? We use computer vision to Compare 530 00:32:55,510 --> 00:32:59,310 visuals from 360 cameras to your plans 531 00:32:59,310 --> 00:33:03,150 and schedule. Right. Oh, the result is that what we do 532 00:33:03,150 --> 00:33:06,870 is that we analyze the results from the computer vision and we can 533 00:33:06,870 --> 00:33:10,670 programmatically provide you progress 534 00:33:10,670 --> 00:33:14,310 data, like, compared to analytics, like progress 535 00:33:14,310 --> 00:33:18,130 data for your job site. So at any given moment in time, I 536 00:33:18,130 --> 00:33:21,850 can tell you precisely how well are you progressing against 537 00:33:22,010 --> 00:33:25,850 your plans and against your schedule. And it goes down from the very 538 00:33:25,850 --> 00:33:29,650 top level, saying like, you know what, you should have been like 80% so 539 00:33:29,650 --> 00:33:33,450 far in your project altogether. And you just like 75. Or if you're 540 00:33:33,450 --> 00:33:37,290 doing really well, like you're 82 or 80. And it goes down 541 00:33:37,530 --> 00:33:41,370 layer by layer all the way down to the very specific 542 00:33:41,370 --> 00:33:45,090 conduit and specific wiring. Right. You break it down by the 543 00:33:45,090 --> 00:33:48,530 different activities and trades. So Electrical will be 544 00:33:48,530 --> 00:33:52,370 70% out of 75. Ductwork will be so. And so goes 545 00:33:52,370 --> 00:33:55,850 all the way to. On that very floor. It's going to be that percentage 546 00:33:55,850 --> 00:33:59,130 complete and going down to that specific 547 00:33:59,850 --> 00:34:03,610 element type. So it's going to be drywall versus block work or versus 548 00:34:03,690 --> 00:34:07,410 concrete walls and specific wall pieces and 549 00:34:07,410 --> 00:34:11,030 specific floor and so on. And everything is backed by 550 00:34:11,030 --> 00:34:13,030 photos because it's computer vision. 551 00:34:14,710 --> 00:34:18,270 And I'll finish by that. Because the way that we run this 552 00:34:18,270 --> 00:34:21,510 product is that every time you start a new project, 553 00:34:21,830 --> 00:34:25,150 we're going to obtain two things. Your 554 00:34:25,150 --> 00:34:28,630 schedule, which is like a simple Gantt chart. It's far from being simple, but 555 00:34:28,630 --> 00:34:32,430 imagine a Gantt chart. Every major construction 556 00:34:32,430 --> 00:34:36,190 project has a schedule. And the other thing is that 557 00:34:36,190 --> 00:34:39,710 we taking the 3D models, believe it or not, for people who are not part 558 00:34:39,710 --> 00:34:43,170 of the industry. The blueprint that you remember from, you know, 559 00:34:43,170 --> 00:34:46,850 movies, by the way, my first impression of blueprint, have you. Do you 560 00:34:46,850 --> 00:34:50,610 know Die Hard? Yes. You remember him pulling 561 00:34:50,610 --> 00:34:54,450 the blueprints. So there's still blueprints, like in 562 00:34:54,450 --> 00:34:58,050 2D these days. Everything is like still working in 2D, but 563 00:34:58,450 --> 00:35:02,210 major construction and even lower than that are being designed 564 00:35:02,210 --> 00:35:05,850 in 3D, which is tremendous, right? Pretty cool. So we take the 565 00:35:05,850 --> 00:35:09,392 3D models and schedule and we create something that called 4D. 566 00:35:09,548 --> 00:35:13,050 4D model. 4D is like the 3D model that has that 567 00:35:13,210 --> 00:35:17,050 time kind of factor to it. And all of a sudden we have a 568 00:35:17,050 --> 00:35:20,770 digital representation of the project that you're building. Let's say a healthcare 569 00:35:20,770 --> 00:35:24,530 facility somewhere in Jersey. Right. So we know how the 570 00:35:24,530 --> 00:35:28,370 project should be looking like, should behave. Like, what's the sequence? 571 00:35:28,370 --> 00:35:32,130 Who are the trades working there, how many walls, how many pieces of ductworks, 572 00:35:32,130 --> 00:35:35,690 electrical conduits and sockets and so on. And every time, 573 00:35:35,930 --> 00:35:39,760 every time someone takes a walk on the job site with 574 00:35:39,760 --> 00:35:43,120 a hard hat and a 360 camera mounted to the top of it. 575 00:35:43,840 --> 00:35:47,560 Turn the video on and just walk the job. You 576 00:35:47,560 --> 00:35:51,120 walk the job. You then finish it. You upload the video 577 00:35:51,200 --> 00:35:54,960 to our computer, like our servers to our platform. And 578 00:35:54,960 --> 00:35:57,840 we use computer vision to do two things. One, 579 00:35:58,640 --> 00:36:02,240 we precisely locate each and every frame in the video. 580 00:36:02,680 --> 00:36:05,880 You don't need to tell us where have you worked, just walk the job. 581 00:36:06,280 --> 00:36:09,640 We'll figure out the exact positioning of each and every frame in the video. 582 00:36:10,680 --> 00:36:14,480 We're accurately positioning it against the model and against your 583 00:36:14,480 --> 00:36:18,080 plans. The second part is that we use computer vision to 584 00:36:18,080 --> 00:36:21,760 automatically annotate and extract data from 585 00:36:21,760 --> 00:36:25,560 that frame. Let's say that you walk across 586 00:36:26,280 --> 00:36:30,000 a block kind of wall that has an opening. So we know that 587 00:36:30,000 --> 00:36:33,470 that walls in your camera, in your footage kind of is 588 00:36:33,550 --> 00:36:37,310 compared to that wall in the model. Right. We can mark this 589 00:36:37,310 --> 00:36:40,910 as done and we can know whether it was like it has 590 00:36:40,910 --> 00:36:44,750 plaster in that, whether it was coated and so on, so on, so on. So 591 00:36:44,830 --> 00:36:48,390 this is basically what we provide. We provide progress 592 00:36:48,390 --> 00:36:52,230 data, which is equivalent to analytics to the people on the job 593 00:36:52,230 --> 00:36:55,710 site. So that that super. Remember from the previous example, 594 00:36:56,510 --> 00:37:00,150 they know on each and every day whether they're on track or 595 00:37:00,150 --> 00:37:03,950 not. And if not, like, what is the reason for that? Which trades 596 00:37:03,950 --> 00:37:07,630 are behind schedule, what activities are problematic, do they have any quality 597 00:37:07,630 --> 00:37:11,310 issue, what's the predictive analytics says about the end date and what should 598 00:37:11,310 --> 00:37:14,990 they change and to what extent in order to get back on 599 00:37:14,990 --> 00:37:18,110 track and finish the project on time and on budget and 600 00:37:18,270 --> 00:37:22,070 obviously as safe as possible. That's interesting. So 601 00:37:22,070 --> 00:37:25,150 you have this computer vision solution that can be very granular. 602 00:37:25,890 --> 00:37:29,690 It's almost like you have like. What 603 00:37:29,690 --> 00:37:32,250 did you call the person who's in charge of the project? It wasn't foreman, it 604 00:37:32,250 --> 00:37:35,730 was superintendent. Superintendent, yeah. If you're typically. 605 00:37:37,090 --> 00:37:40,890 It's like you have that person on every floor at 606 00:37:40,890 --> 00:37:43,650 all times paying attention to everything all at once, right? 607 00:37:44,290 --> 00:37:47,250 Yeah. And you know what? You can't have this. 608 00:37:48,050 --> 00:37:51,890 You can't have. People are people. People are people. 609 00:37:51,890 --> 00:37:55,660 Yeah. But to be more fair than that is that one. Remember 610 00:37:55,660 --> 00:37:59,260 that 3% or 5% margin, I don't have money 611 00:37:59,260 --> 00:38:01,420 to have enough superintendents on each and every 612 00:38:03,180 --> 00:38:06,700 part. Is that there's a huge shortage 613 00:38:06,860 --> 00:38:09,740 in professional 614 00:38:09,820 --> 00:38:12,780 sophisticated talent in this industry. 615 00:38:13,420 --> 00:38:17,260 The industry is lacking so many people, like all of 616 00:38:17,260 --> 00:38:21,080 the people in the industry are extremely talented, really 617 00:38:21,080 --> 00:38:24,880 smart, really voted. But there's not enough people out there. 618 00:38:25,360 --> 00:38:28,920 And the sad news is that more and more young 619 00:38:28,920 --> 00:38:32,680 professionals are leaving the industry. So you're not only fighting 620 00:38:32,680 --> 00:38:36,000 to recruit people, but also to retain them because 621 00:38:36,160 --> 00:38:38,240 it's a hard physical labor job. 622 00:38:39,760 --> 00:38:43,600 So I wish we could have had like so many superintendents on the job 623 00:38:43,600 --> 00:38:47,210 site, but honestly we can't. But 624 00:38:47,450 --> 00:38:51,290 it's not the end of the world because if you harness technology, you 625 00:38:51,290 --> 00:38:54,770 know, when you combine that technology with the system, one kind of, you know, those 626 00:38:54,770 --> 00:38:58,050 people, all of a sudden you turn them like to, to be more 627 00:38:58,050 --> 00:39:01,770 superhuman in a way. They control more square, square footage 628 00:39:01,770 --> 00:39:04,650 of project. They can know more. They can be, 629 00:39:05,370 --> 00:39:09,210 God forbid, live, you know, early, you know, to be. Right, right, right, right. 630 00:39:09,450 --> 00:39:13,140 To keep their kind of mental health in place because really 631 00:39:13,140 --> 00:39:16,740 kind of it's, it's a hard job. I mean, you need to respect those 632 00:39:16,740 --> 00:39:20,340 people. They working so hard. It seems like it would be very stressful 633 00:39:20,340 --> 00:39:24,140 job, like, especially if when things go wrong and it sounds like things 634 00:39:24,140 --> 00:39:27,940 almost always go wrong a little bit. Yeah, I 635 00:39:27,940 --> 00:39:31,580 would say it's not for me to be speaking about this because I'm. Even though 636 00:39:31,580 --> 00:39:35,380 I've been serving the industry for the past more than a decade, I'm 637 00:39:35,380 --> 00:39:39,220 excellent. So I don't have, I haven't heard. Earned the rights to talk 638 00:39:39,220 --> 00:39:42,860 about this. Right, right, right. Yes. It is known in the industry 639 00:39:43,020 --> 00:39:46,860 that, you know, mental health is an issue. And I think 640 00:39:46,860 --> 00:39:50,580 that if we technology vendor can help just a bit, you know, to 641 00:39:50,580 --> 00:39:53,900 let them go back, spend time with their family and you know, to 642 00:39:54,060 --> 00:39:57,780 decompress for a bit and to be less stressful over the weekend and over, 643 00:39:57,780 --> 00:40:01,540 you know, nights and everything. That's. I would love 644 00:40:01,540 --> 00:40:04,700 that for it to happen. No, I think that's really cool. I think 645 00:40:05,340 --> 00:40:09,110 it's an important. People don't people, I think 646 00:40:09,110 --> 00:40:12,590 under underestimate mental health and things like that. And 647 00:40:12,830 --> 00:40:14,590 to your point, like if there's going to be a 648 00:40:16,910 --> 00:40:20,310 skill shortage. Right. Even if we solve the skill 649 00:40:20,310 --> 00:40:23,710 shortage today. Right. To get that level of experience 650 00:40:23,950 --> 00:40:27,390 that a seasoned like superintendent would have is 651 00:40:27,550 --> 00:40:31,270 going to take. I mean, even if we fix the pipeline today, the 652 00:40:31,270 --> 00:40:34,370 downstream effects and the shortage in the pipeline are going to 653 00:40:35,410 --> 00:40:38,930 cause problems for, you know, a generation potentially. Right. 654 00:40:39,010 --> 00:40:42,130 So how do you, how do you, how do you mitigate that? And I think 655 00:40:42,130 --> 00:40:45,330 this seems like it'd be one way to mitigate that where you could have, 656 00:40:45,810 --> 00:40:49,170 you know, and it's really using AI, I think, 657 00:40:49,729 --> 00:40:53,570 where it's good at. Right. Paying attention to every detail at all times, 658 00:40:53,730 --> 00:40:57,330 everywhere at scale, and then collating 659 00:40:57,330 --> 00:41:01,060 that data and getting to the point where, you 660 00:41:01,060 --> 00:41:04,700 know, AI does a really good job 661 00:41:04,700 --> 00:41:08,300 of, you know, doing the Slow thinking system very quickly. 662 00:41:08,300 --> 00:41:11,540 Right. Like so I think, you know, if we, if we kind of 663 00:41:12,340 --> 00:41:15,420 leverage it that way, I think it's. And I also think too like it's a 664 00:41:15,420 --> 00:41:18,900 very practical use of computer vision. Oh yeah, right. 665 00:41:20,500 --> 00:41:23,940 And I would imagine as time goes on, you'll learn more 666 00:41:24,020 --> 00:41:27,790 about what you said would happen in your system versus 667 00:41:27,790 --> 00:41:31,150 what actually happens. So you have like that training loop probably in place. 668 00:41:31,950 --> 00:41:35,670 There's this training loop and I 669 00:41:35,670 --> 00:41:39,070 would even say, and this is something we're doing already. So 670 00:41:39,310 --> 00:41:43,150 one thing is to optimize the existing project at hand. Right. 671 00:41:43,230 --> 00:41:46,950 Go back to that half a billion healthcare facility 672 00:41:46,950 --> 00:41:50,350 in Jersey. Right. About the next one. I mean 673 00:41:50,670 --> 00:41:54,490 one thing that we've been doing because our computer vision 674 00:41:54,890 --> 00:41:58,650 generates so much data about plan 675 00:41:58,650 --> 00:42:02,330 versus actual, about how actual progress happens on the job 676 00:42:02,330 --> 00:42:06,090 site versus how it was planned. What we're doing right 677 00:42:06,090 --> 00:42:09,930 now is that we look at future jobs and we look at their schedules 678 00:42:09,930 --> 00:42:13,690 and their models and their plans and we can say, well, what is 679 00:42:13,690 --> 00:42:17,290 the probability of different types of risk to happen 680 00:42:17,450 --> 00:42:21,040 on that scheme based on previous historical data that we 681 00:42:21,040 --> 00:42:24,880 have? So let's say that we're not building a healthcare facility in Jersey, 682 00:42:24,880 --> 00:42:28,360 but rather like in, I know, in Indiana. Right, right. 683 00:42:28,520 --> 00:42:31,640 And how many healthcare facilities have we built so far? 684 00:42:32,200 --> 00:42:35,960 How much information have we gained in order to 685 00:42:36,200 --> 00:42:40,040 validate future plans and to de. Risk future plans. Right. 686 00:42:40,120 --> 00:42:43,800 And to build. Right. For the first time. And this is the other example of 687 00:42:43,800 --> 00:42:47,240 how technology and AI can, you know, can kick in because we're not just looking 688 00:42:47,240 --> 00:42:50,880 at the one time factory that we're trying to build, but rather 689 00:42:50,880 --> 00:42:54,560 optimize all the current and future pipeline of our business, which is 690 00:42:54,560 --> 00:42:58,120 tremendous. And all of a sudden you can schedule better. Right? 691 00:42:58,360 --> 00:43:02,040 Because if you look at project scheduling, just to give you like an example, 692 00:43:02,600 --> 00:43:06,200 I've seen construction project schedules with 693 00:43:06,680 --> 00:43:10,280 more than 2 million rows. Right. Think about 694 00:43:10,520 --> 00:43:13,800 a project schedule that has 2 million rows. I've never 695 00:43:14,520 --> 00:43:18,120 seen anything like that personally in my job, you know, for tech company. 696 00:43:19,080 --> 00:43:22,920 So it's beyond human scale. So if you use 697 00:43:23,160 --> 00:43:26,760 historical data and again AI and computer vision and everything 698 00:43:26,760 --> 00:43:30,040 else to kick in to do the stuff that is really hard for human to 699 00:43:30,040 --> 00:43:33,680 do. How did you say it? Like allow computers to do system 700 00:43:33,680 --> 00:43:37,520 two things really fast. Which by the way, I would buy that 701 00:43:37,520 --> 00:43:40,280 T shirt if you get this. I think I'll make that T shirt 702 00:43:41,720 --> 00:43:42,440 make it black. 703 00:43:47,730 --> 00:43:50,930 So all of a sudden you can, you can leverage technology to do other things 704 00:43:50,930 --> 00:43:54,530 as well, like better planning, better scheduling and look at all the other 705 00:43:54,530 --> 00:43:57,810 parts which are heavy lifting tasks that we can 706 00:43:58,130 --> 00:44:01,930 kind of take it from humans not because we want to replace 707 00:44:01,930 --> 00:44:05,570 them, but rather we want to keep their abilities and experience 708 00:44:05,730 --> 00:44:09,410 to do the really hard reasoning and decision making 709 00:44:09,650 --> 00:44:13,160 and, you know, what if 710 00:44:13,160 --> 00:44:16,880 scenarios and so on, and to let technology to kind 711 00:44:16,880 --> 00:44:20,480 of lead the way on the repetitive kind 712 00:44:20,480 --> 00:44:24,120 of hard job. So it's not just about project 713 00:44:24,120 --> 00:44:27,760 control analytics, it's about predictive analytics and better schedulings and 714 00:44:27,760 --> 00:44:31,480 better planning and better kind of de risking for the entire industry, which is pretty 715 00:44:31,480 --> 00:44:34,680 cool. Cool. How did you get into this? How did you get into 716 00:44:35,080 --> 00:44:38,920 it and construction? Oh, that's, you 717 00:44:38,920 --> 00:44:42,320 know what I've, I just 40 about a month ago 718 00:44:42,480 --> 00:44:45,800 and I've been playing with my, you know, lifelong 719 00:44:45,800 --> 00:44:49,520 decisions for the past few years, you know, thinking I'm happy with everything 720 00:44:49,520 --> 00:44:53,360 that I have. But you know, I have been thinking about stuff. So originally I 721 00:44:53,360 --> 00:44:56,480 came from technology, you know, pretty young, about 20 something. 722 00:44:58,160 --> 00:45:01,880 Started in advertising tech back in the day, which then. Still cool. 723 00:45:01,880 --> 00:45:05,690 Yeah. My first kind of role, I remember 724 00:45:05,690 --> 00:45:09,450 I was a product manager for an advertising tool, believe 725 00:45:09,450 --> 00:45:12,730 it or not, as an add on for Flash. Wow. 726 00:45:14,410 --> 00:45:18,050 Yeah, I was like doing some product management for an add on for 727 00:45:18,050 --> 00:45:21,690 Flash and at some point I kind of fell in love 728 00:45:21,690 --> 00:45:25,450 with data analytics. That was my sweet spot, kind of. I know why. 729 00:45:25,450 --> 00:45:29,270 I love numbers, I love reasoning, I love logic. And 730 00:45:29,990 --> 00:45:33,270 I worked in a company called Datorama, which later on was 731 00:45:33,430 --> 00:45:35,830 acquired by Salesforce, which is pretty cool. 732 00:45:37,270 --> 00:45:40,510 Not a lot of credit for me in the acquisition obviously, but you know, it's 733 00:45:40,510 --> 00:45:44,230 just a part of the team. And then I remember getting 734 00:45:44,230 --> 00:45:47,070 a phone call from a friend and that's pretty cool. He was like, you know 735 00:45:47,070 --> 00:45:49,830 what, there's a young startup in 736 00:45:50,310 --> 00:45:54,070 construction tech, you know, looking for the first product manager. Do you want to join? 737 00:45:55,120 --> 00:45:58,720 Believe it or not, my first response was like, no, forget about it. 738 00:45:58,720 --> 00:46:01,880 There's nothing to do there. You know, it's probably going to be boring. But I 739 00:46:01,880 --> 00:46:05,680 took the meeting and you know, eventually I joined the team. 740 00:46:06,480 --> 00:46:10,120 And I remember the first few months I was flying like hell. I was 741 00:46:10,120 --> 00:46:13,880 flying to, you know, Indiana and Boston and New York and Turkey 742 00:46:13,880 --> 00:46:17,120 and Thailand and you know, the UK and France. 743 00:46:17,920 --> 00:46:20,720 And the reason I fell in love with it was people. 744 00:46:21,720 --> 00:46:25,560 Eventually you meet that superintendent and you meet that foreman and you 745 00:46:25,560 --> 00:46:29,360 can see everything in their eyes. It's not just, you know, you're not optimizing 746 00:46:29,360 --> 00:46:33,160 that additional impression on that Google 747 00:46:33,160 --> 00:46:36,840 search ad or whatever, full of respect or everything 748 00:46:36,840 --> 00:46:40,440 dealing with this. But that's not my cup of Tea. I'm a people 749 00:46:40,440 --> 00:46:44,000 person. And you remember, you know, you could have seen everything on their eyes. And 750 00:46:44,000 --> 00:46:47,560 I remember that, like, you know, back in the day, working in the augmented reality 751 00:46:47,560 --> 00:46:51,270 kind of app that I told you about, I was working in a project, not 752 00:46:51,270 --> 00:46:54,870 working. I was like, you know, demonstrating a technology app in. 753 00:46:55,030 --> 00:46:58,590 I think it was Lebanon, Indiana, if no one 754 00:46:58,590 --> 00:47:01,830 knows where it is. They were building a veteran 755 00:47:02,470 --> 00:47:06,070 healthcare facility. I was, like, demoing the app, and 756 00:47:07,030 --> 00:47:10,550 I can't remember why, but I think it was like, they told me that everything 757 00:47:10,550 --> 00:47:14,350 that they build in Diana is built in swampland, that 758 00:47:14,350 --> 00:47:18,080 they need to dig a well into the basement. Like, I know 759 00:47:18,080 --> 00:47:21,560 70ft of well and need to constantly pump the water. 760 00:47:21,960 --> 00:47:25,760 And remember I'm holding, like, a device with augmented reality. And they tell me, 761 00:47:25,760 --> 00:47:28,320 like, hey, can you. Can you come in for a second? I was like, yeah, 762 00:47:28,320 --> 00:47:32,000 sure. And they were telling me, like, hey, you know what? We 763 00:47:32,000 --> 00:47:35,760 believe there's a problem with our well. Maybe it's dislocated or 764 00:47:35,760 --> 00:47:39,560 something. I was like, all right, let's check with the app. Obviously, 765 00:47:41,000 --> 00:47:43,480 spoiler alert. It wasn't working perfectly. 766 00:47:45,610 --> 00:47:49,450 And I'm trying to locate the well, you know, in the model, 767 00:47:49,450 --> 00:47:52,810 in the. In the. In the. In the plans. And 768 00:47:53,050 --> 00:47:56,650 I couldn't see anything. But I had a weird 769 00:47:56,650 --> 00:48:00,410 intuition. I told them, like, guys, what's the probability? What's. 770 00:48:00,410 --> 00:48:04,130 Is it possible that the well is positioned well, but the 771 00:48:04,130 --> 00:48:07,930 diameter is different? Maybe, maybe. Maybe the diameter thing is wrong. 772 00:48:07,930 --> 00:48:11,780 Because they were trying to kind of coordinate the position 773 00:48:11,780 --> 00:48:15,540 of a wall against that well, a kind of a pit in the floor. 774 00:48:16,100 --> 00:48:19,100 I was like, maybe the diameter is wrong, so this is why the wall is 775 00:48:19,100 --> 00:48:22,780 not working against it. And they checked it, and I 776 00:48:22,780 --> 00:48:26,260 don't know how I had this intuition, but I got it right. And the diameter 777 00:48:27,060 --> 00:48:30,580 and the story is that I remember the face of that superintendent. 778 00:48:30,740 --> 00:48:34,580 It turned white immediately. And I 779 00:48:34,580 --> 00:48:38,300 could see that everything is personal. Everything is, like, very human. You're dealing 780 00:48:38,300 --> 00:48:41,640 with, eventually with human that devote their life to. To this industry. 781 00:48:42,280 --> 00:48:46,080 And I just fell in love with this. So I know I'm sold for 782 00:48:46,080 --> 00:48:49,800 the industry. And looking back at my childhood, my 783 00:48:50,040 --> 00:48:53,720 parents, they had this family kind of business for printing 2D 784 00:48:54,200 --> 00:48:57,720 sheets for construction. So my. 785 00:48:57,800 --> 00:49:01,480 All of my summers from age six, probably, I was spending, you know, 786 00:49:01,480 --> 00:49:05,280 folding huge 2D sheets for construction. So maybe, maybe 787 00:49:05,280 --> 00:49:08,840 if, you know, you're looking psychologically, maybe like it's kind of 788 00:49:09,430 --> 00:49:13,230 something that brings me there, but that's definitely my passion. This 789 00:49:13,230 --> 00:49:16,750 is how I got there. So it's A mixture of data analytics, AI and 790 00:49:16,750 --> 00:49:20,470 construction. That's cool. That's cool. Obviously 791 00:49:20,470 --> 00:49:22,790 you mentioned thinking fast and thinking slow. 792 00:49:24,150 --> 00:49:27,710 Audible is a sponsor and there is an audiobook version. So if you go to 793 00:49:27,710 --> 00:49:31,470 thedatadrivenbook.com, you'll get one free audiobook 794 00:49:31,470 --> 00:49:35,270 on us. And if you 795 00:49:35,270 --> 00:49:38,700 get a subscription we'll, we'll get a little bit of 796 00:49:38,700 --> 00:49:42,180 kickback and help support the show. Any other 797 00:49:42,180 --> 00:49:45,940 audiobooks you recommend? I'm not an audiobook 798 00:49:45,940 --> 00:49:48,860 person. I tried it once. Are you doing audio or paper? 799 00:49:50,940 --> 00:49:54,220 I kind of like, I have printed books, I have audio books 800 00:49:54,940 --> 00:49:58,380 and I also recently got a Kindle Scribe which I actually kind of like. 801 00:50:00,140 --> 00:50:03,420 I like it. I like it. If you look at a lot of the. 802 00:50:03,740 --> 00:50:07,460 I've been a big tablet PC fan, like pen computing fan since like 803 00:50:07,460 --> 00:50:11,160 Windows pen in the 90s and even I had an 804 00:50:11,160 --> 00:50:14,920 Apple Newton if you. That's really. Oh yeah, yeah. So I've been a 805 00:50:14,920 --> 00:50:18,600 big believer in that tech for a while. So my, 806 00:50:19,560 --> 00:50:23,120 I saw there's something called the Books which is 807 00:50:23,120 --> 00:50:26,600 basically the actual E ink screen 808 00:50:27,160 --> 00:50:30,800 is A4 size. Oh. So you can drop 809 00:50:30,800 --> 00:50:34,520 PDFs into it and it's like you know, PDF books and it's like 810 00:50:34,520 --> 00:50:37,698 perfect but it's like 6, 811 00:50:37,822 --> 00:50:41,420 $700. So I was like, I don't know if I like it but 812 00:50:41,420 --> 00:50:44,340 I look at the remarkable because I want to be able to take notes in 813 00:50:44,340 --> 00:50:46,540 meetings without being distracted by notifications. 814 00:50:48,380 --> 00:50:51,620 But when I saw the Kindle scribe I was like well I need a reader 815 00:50:51,620 --> 00:50:55,180 and I need a note taking platform and it happens to be the least 816 00:50:55,180 --> 00:50:58,900 expensive of the three. So I'm going to try it out and I like 817 00:50:58,900 --> 00:51:02,700 it. What I really like about it is the 818 00:51:02,700 --> 00:51:06,460 screen's bigger than my other Kindle. Right. I like 819 00:51:06,460 --> 00:51:10,020 the E Ink display because it feels there's no glare, there's no 820 00:51:10,180 --> 00:51:13,900 nonsense like that. I also not staying awake 821 00:51:13,900 --> 00:51:17,660 until like 2:00am or something. Exactly. And you don't have to light on 822 00:51:17,660 --> 00:51:21,340 because it's backlit. You can read it outside but also you can take 823 00:51:21,340 --> 00:51:25,100 notes in the margins. You can open up a different notebook and 824 00:51:25,100 --> 00:51:28,900 kind of write out, sketch out ideas. Yeah, I mean 825 00:51:28,900 --> 00:51:32,350 I'm, I'm a big fan if you're not a big. 826 00:51:32,510 --> 00:51:36,270 And I already have a lot of stuff in the Kindle ecosystem so like it's 827 00:51:36,270 --> 00:51:40,030 not a big loss. I know some people militantly hate the Kindle ecosystem 828 00:51:40,110 --> 00:51:43,710 and that's why like they would go with remarkable or books or something like that. 829 00:51:43,710 --> 00:51:47,310 But you know, which I probably Will end up getting one 830 00:51:47,870 --> 00:51:51,710 if you know when the price comes down. And I go 831 00:51:51,710 --> 00:51:55,040 everywhere now with this little like Kindle and I've only had it like almost a 832 00:51:55,040 --> 00:51:58,800 week and a half. I should probably buy one because I fly 833 00:51:58,800 --> 00:52:01,920 a lot and. Yeah, if you fly a lot. Yeah, I fly a lot and 834 00:52:01,920 --> 00:52:05,680 I, I love reading on planes. This is like the best time usage 835 00:52:05,680 --> 00:52:09,160 ever. You know, if you don't need to work in presentation or to work on 836 00:52:09,160 --> 00:52:12,720 planes, read on plane because it makes you fall asleep faster. Now 837 00:52:12,720 --> 00:52:16,400 that's true. One, another kind of recommendation that I can 838 00:52:16,400 --> 00:52:20,120 give to the audience. First of all, read books, kids. It's important. 839 00:52:20,850 --> 00:52:24,290 Two, have you read the Innovator's Dilemma? No. 840 00:52:24,690 --> 00:52:28,050 So the Innovator Dilemma is like Innovators Dilemma is kind of 841 00:52:28,290 --> 00:52:32,130 one of the best kind of business startup books in my opinion. 842 00:52:32,130 --> 00:52:35,610 It's written by, sorry if I'm not pronouncing it right, I think it was 843 00:52:35,610 --> 00:52:39,370 Clayton Christensen. Look it back. It talks 844 00:52:39,370 --> 00:52:42,850 about why do large enterprises 845 00:52:43,810 --> 00:52:47,490 are late in adopting new technology and 846 00:52:47,570 --> 00:52:50,640 should, should they adopt the new thing 847 00:52:51,200 --> 00:52:54,960 on tech or should they wait? And why are they late 848 00:52:54,960 --> 00:52:58,720 in adopting certain technology? And don't want to give you spoilers but you know, 849 00:52:58,720 --> 00:53:02,440 every time you hear about something new, you know, choose your 850 00:53:02,440 --> 00:53:06,000 current hype, whether it's like vibe coding, I know mcp, 851 00:53:06,160 --> 00:53:09,880 whatever, you know, knocks you out. But sometimes 852 00:53:09,880 --> 00:53:13,560 you think about like why do, why don't Amazon or Google 853 00:53:13,560 --> 00:53:16,750 or you know, Apple or you know, all your top hundred 854 00:53:18,430 --> 00:53:22,230 Fortune 500 companies do not adopt it immediately? You know, why is 855 00:53:22,230 --> 00:53:25,910 that? And there is a certain dilemma. Should they adopt it really 856 00:53:25,910 --> 00:53:29,670 fast before the market, you know, demands it, or should they wait? And 857 00:53:29,670 --> 00:53:33,390 I don't want to spoiler read the book. It's tremendous. It 858 00:53:33,390 --> 00:53:36,950 goes through like research from the 80s and 859 00:53:36,950 --> 00:53:40,190 90s and explained flawlessly like the dilemma of 860 00:53:40,590 --> 00:53:44,230 developing and adopting a new technology right away or should they 861 00:53:44,230 --> 00:53:47,910 wait? There's kind of balance in the middle. I 862 00:53:47,910 --> 00:53:50,070 really recommend it. Awesome. 863 00:53:53,270 --> 00:53:57,070 Awesome. I will definitely check that out. What 864 00:53:57,070 --> 00:54:00,670 about you? What good recommendation do you have that you 865 00:54:00,670 --> 00:54:04,310 read? There's a really good audiobook I'm listening 866 00:54:04,390 --> 00:54:07,670 to now called like 48 days to work. You love 867 00:54:10,710 --> 00:54:12,540 the work you love of 868 00:54:15,020 --> 00:54:18,620 and it's basically idea. I like my job but like you know, it, it, it 869 00:54:18,620 --> 00:54:22,380 really, it's. Anyone from work is listening. No, I 870 00:54:22,380 --> 00:54:25,780 actually do like my job. But like there's like, you know, as you get, you 871 00:54:25,780 --> 00:54:29,540 know, because I'm. I turned 50 not that long ago. Right. And like every time 872 00:54:29,540 --> 00:54:33,260 you have a Birthday with a zero on it. You always have this kind of 873 00:54:33,740 --> 00:54:36,300 how am I doing? You know, tell me about this. 874 00:54:37,500 --> 00:54:40,700 And you know, when I turned 40, I had this crazy idea I was going 875 00:54:40,700 --> 00:54:44,440 to become a documentary filmmaker and long 876 00:54:44,440 --> 00:54:48,280 story, and I went and I really studied up how to do 877 00:54:48,280 --> 00:54:51,840 filmmaking and stuff like that. And then I 878 00:54:51,840 --> 00:54:55,080 realized like how little documentary filmmakers make. 879 00:54:55,400 --> 00:54:59,080 Oh yeah. And I realized, you know, maybe I should because 880 00:54:59,080 --> 00:55:02,440 I was, you know, I was very invested in the Windows 881 00:55:03,000 --> 00:55:06,800 Mobile, Windows phone platform, Windows 8. And then when that kind 882 00:55:06,800 --> 00:55:10,040 of hit was a thud, I kind of realized like, you know, 883 00:55:10,440 --> 00:55:14,280 whatever, you work in technology and like a particular field 884 00:55:14,280 --> 00:55:17,720 kind of flops, you know, that particular niche that you're in kind of flops, 885 00:55:18,040 --> 00:55:21,840 you kind of reevaluate. How did I get here? Right? And it 886 00:55:21,840 --> 00:55:25,320 was almost by chance that I attended a 887 00:55:25,320 --> 00:55:28,520 Microsoft research conference like 888 00:55:28,840 --> 00:55:31,080 over 10, 10ish years ago 889 00:55:32,600 --> 00:55:36,260 where, you know, they were talking about, 890 00:55:36,660 --> 00:55:40,380 you know, AI and like what this is. And at that point I just thought 891 00:55:40,380 --> 00:55:44,220 of, you know, data as SQL and you know, Power BI 892 00:55:44,220 --> 00:55:47,860 dashboards. Like that was my, that was my impression of it. But 893 00:55:47,860 --> 00:55:51,700 when, when I saw that there was an actual engineering discipline to it and 894 00:55:52,020 --> 00:55:55,820 math that will make you go crazy. Like it was 895 00:55:55,820 --> 00:55:59,580 a good technical challenge to get into. And you 896 00:55:59,580 --> 00:56:02,410 know, at the time I was at Microsoft and they were talking about how they're 897 00:56:02,410 --> 00:56:06,170 going to add AI to every Microsoft product, which in 2015 sounded insane. 898 00:56:06,490 --> 00:56:10,130 Yeah, right now, I mean now we see it and like 899 00:56:10,130 --> 00:56:12,970 everybody's adding everything to AI, even if it needs it. Whether or not it needs 900 00:56:12,970 --> 00:56:16,570 it is not really a concern. But 901 00:56:18,170 --> 00:56:21,890 it's, I don't know, like I just. And you know, fortunately that 902 00:56:21,890 --> 00:56:25,730 was the right choice. Obviously people thought I was crazy because I was, you know, 903 00:56:25,730 --> 00:56:29,420 walking away from, you know, years of 904 00:56:29,420 --> 00:56:33,060 like front end development on Windows into a completely 905 00:56:33,060 --> 00:56:36,740 new space and everyone thought I was crazy. But I'm like, nah, there's 906 00:56:36,740 --> 00:56:40,100 something here. And it's, it's fun, it's challenging, it's exciting 907 00:56:40,660 --> 00:56:44,340 and that's that. That kind of explains my current fascination with 908 00:56:44,340 --> 00:56:48,060 quantum computing. Right. Like it's like, you know, it's, it's not quite 909 00:56:48,060 --> 00:56:51,780 there. It's not quite there yet. Right. And people will 910 00:56:51,780 --> 00:56:55,100 argue. Jensen Wong says it'll take 20 years, Bill Gates says 911 00:56:55,100 --> 00:56:58,900 shorter. Some people say three years, five years. It's such in 912 00:56:58,900 --> 00:57:02,080 an stage of a technology development that 913 00:57:04,400 --> 00:57:08,240 we're really barely at the transistor stage. Oh yeah, 914 00:57:08,320 --> 00:57:11,880 here, right. So like it's really like an opportunity to get in and the Math 915 00:57:11,880 --> 00:57:15,639 is hard. The math will give you headaches for sure. But 916 00:57:15,639 --> 00:57:18,960 you don't have to understand all of it to build systems on top of it. 917 00:57:18,960 --> 00:57:22,800 Right. Like, and to understand the impact it's going to have on the industry. 918 00:57:23,120 --> 00:57:26,580 And like, everything. And like everything, the. The smart people will build the 919 00:57:26,580 --> 00:57:30,380 infrastructure layer, and on top of that, you'll have the operation system, the application 920 00:57:30,380 --> 00:57:34,020 layer. And, you know, before you know it, you will build application in an 921 00:57:34,020 --> 00:57:37,860 abstract way without knowing everything that's, you know, underneath the surface. A 922 00:57:37,860 --> 00:57:41,500 hundred percent. You know, at one point, if you were building a computer, you needed 923 00:57:41,500 --> 00:57:45,180 to have an, you know, electrical engineers on staff. Oh, yeah, right. And you 924 00:57:45,180 --> 00:57:48,780 needed to really use those bytes, you know. Well. Right. And how. 925 00:57:48,860 --> 00:57:52,530 How, you know, memory works and how, you know, everything. Efficiency work. 926 00:57:52,930 --> 00:57:56,730 There was one of the mythbuster guys, had 927 00:57:56,730 --> 00:58:00,090 a thing where he talks about a bit from an early computer, and it's about 928 00:58:00,090 --> 00:58:03,850 the size of this water bottle. No way. Something like that. It was. It 929 00:58:03,850 --> 00:58:05,890 was a little smaller than that, but I mean, it was like. And he was 930 00:58:05,890 --> 00:58:09,650 like, you know, it was about that big, and it was somewhere between the size 931 00:58:09,650 --> 00:58:12,850 of this and a spark plug, but it was big. Right. So, like, if you 932 00:58:12,850 --> 00:58:16,330 just think about that, like, and then. Then some other YouTuber did this whole visualization 933 00:58:16,330 --> 00:58:20,180 of what does this look like? What would this look like to have a gigabyte 934 00:58:20,500 --> 00:58:23,620 with those? And it was turned out to be like a skyscraper size thing. 935 00:58:25,380 --> 00:58:29,220 And it was, I don't know, like, to your point. You're 936 00:58:29,220 --> 00:58:32,580 right. Like, the infrastructure layers that we're used to in technology today 937 00:58:33,540 --> 00:58:37,060 are not there yet in quantum. Right. But that also means an 938 00:58:37,060 --> 00:58:40,740 enormous opportunity for those to get in at this level. 939 00:58:40,820 --> 00:58:44,180 You know, whether or not it'll pay off in five years, 10 years, 20, 940 00:58:44,750 --> 00:58:48,390 I can't really say, but it's definitely. I know. It's definitely happening. 941 00:58:48,390 --> 00:58:52,030 Yeah. Well, fun fact. The audience know I know zero about. 942 00:58:52,270 --> 00:58:55,870 Right, right, right. Well, every time I think I understand it, I learned there's a 943 00:58:55,870 --> 00:58:59,710 whole other thing behind it which is both fascinating and, you know, 944 00:58:59,710 --> 00:59:03,230 fun and annoying, but shameless. Plug. I do have another 945 00:59:03,230 --> 00:59:06,510 podcast called Impact Quantum, where we do take. 946 00:59:07,470 --> 00:59:09,750 We do take a look at what Quantum is, where it's at and how it 947 00:59:09,750 --> 00:59:13,430 means, what it means for people's careers and stuff like that. Who knows, Maybe 948 00:59:13,430 --> 00:59:17,190 we'll meet again in decades, talking about. Absolutely. Machinery and construction. There 949 00:59:17,190 --> 00:59:19,710 you go. Well, we'd love to have you back on the show if you're interested, 950 00:59:19,710 --> 00:59:23,350 and maybe talk more about the individual solution, but I really enjoyed our 951 00:59:23,350 --> 00:59:26,990 conversation. Me too. It was a pleasure. Like, thanks for having 952 00:59:26,990 --> 00:59:30,510 me. Thanks for the audience for staying until now. The people who 953 00:59:30,510 --> 00:59:34,310 stayed. Oh, no problem. Oh, one last thing. Where can people 954 00:59:34,310 --> 00:59:37,510 find your company? It's called Bill dots. Yeah. So 955 00:59:37,510 --> 00:59:41,230 buildups.com. like, go to our website, go through everything 956 00:59:41,230 --> 00:59:43,510 that we offer. There's tons of education, 957 00:59:45,110 --> 00:59:48,950 you know, case studies, webinars, you know, we're talking, we're all 958 00:59:48,950 --> 00:59:52,509 the way in social media. Go through LinkedIn to either build 959 00:59:52,509 --> 00:59:56,190 out's profile or to my profile. We're happy to chat 960 00:59:56,190 --> 00:59:59,670 and we're happy to geek out. I mean, eventually we're construction 961 00:59:59,670 --> 01:00:03,030 geeks. Love talking about technology, love talking about 962 01:00:03,320 --> 01:00:06,840 construction. So reach out. We'll have to chat. Awesome. 963 01:00:06,920 --> 01:00:10,520 And it's build. Ots.com, right? 964 01:00:11,160 --> 01:00:15,000 No, it's Build. Like a build. Like to build something. Dots. 965 01:00:15,720 --> 01:00:19,000 Oh, build dots. So two Ds. Yeah. Yeah. So it's got. 966 01:00:20,360 --> 01:00:24,000 I'll make sure that the correct link is in the, in the 967 01:00:24,000 --> 01:00:27,800 description and thanks for your time. And we'll let our AI 968 01:00:27,800 --> 01:00:31,570 finish the show. And that brings us to the end of another episode 969 01:00:31,570 --> 01:00:35,010 of Data Driven, where today we learned that even construction 970 01:00:35,010 --> 01:00:38,810 sites can be smarter than your average smart fridge. Huge thanks 971 01:00:38,810 --> 01:00:42,650 to Amir Berman from Builderts for showing us how computer vision isn't 972 01:00:42,650 --> 01:00:46,490 just for spotting cats on the Internet. It's for keeping billion dollar projects 973 01:00:46,490 --> 01:00:50,330 on track. If your idea of a digital twin was a dodgy sci 974 01:00:50,330 --> 01:00:53,970 fi plotline, well, now you know better. Don't forget 975 01:00:53,970 --> 01:00:57,810 to like, share, subscribe, and maybe send this episode to 976 01:00:57,810 --> 01:01:01,210 the construction manager in your life. Until next time, 977 01:01:01,370 --> 01:01:04,810 stay Data Driven and maybe wear a helmet just in case.