"Good contractors don't go out of business because of starvation. They go out of business because of indigestion."

The construction economy has split in two. Data centers and infrastructure are booming. Residential, retail and office? Struggling. Globally.

In today's episode of Bricks & Bytes, we had Kris Lengieza from Procore on the show and we got to learn about what their Market Intelligence data is really telling us about where the industry is heading right now.

Tune in to find out about:

✅ The bifurcation: US construction momentum up 21% but the architectural billing index is in contraction. More starts, fewer new designs. Wild.

✅ AI going from pilot to production. Turner and Skanska have deployed safety agents on real job sites.

✅ The vibe coding problem. Project engineers building apps over the weekend and CIOs losing sleep over where the data is going.

✅ 41% of the workforce retiring by 2031 and what that actually means for project delivery.

Listen to the full episode on Spotify and YouTube 🎧👇

#aec #bricksandbytes #construction #constructiontech #ai #procoreChapters

00:00 Intro

01:50 Introduction to Market Intelligence Webinar Series

05:28 AI's Role in Construction

10:42 Challenges in Project Completion

14:24 Emergence of User-Driven Software Solutions

This is the Bricks & Bytes Executive Weekly Briefing. ~20 minutes. Every week. The only construction briefing built from real conversations with the people making the decisions.

This week we're breaking down the split that's reshaping construction right now: the strategic economy versus the consumer economy, and why the gap between the two is accelerating.

We'll walk you through:

• What Procore's new market data actually says about the bifurcation,
• Why "you can't vibe code trust" might be the most important line in construction tech right now,
• The ChatGPT contract disaster every exec needs to hear about,
• What Morgan Sindall's record results tell us about who's winning and why,
• The Red Robin vs Chili's story that perfectly captures the choice every contractor is facing.

Plus two things you can do this week to make sure you're on the right side of the separation.

Featuring insights from Kris Lengieza (Procore), Josh Levy (Document Crunch), and Michael Vardaro (construction attorney).

Join the debate: https://www.linkedin.com/pulse/23rd-27th-febthe-great-separation-why-same-market-producing-drury-iawoe/?trackingId=D69wZi2yQzCQiUHjiUwZrg%3D%3D

A viral report claims 2028 is the year AI destroys the global economy. Are we sleepwalking into a crisis nobody can stop?

In this episode of Bricks, Bucks & Bytes, Owen, Patric, Martin and Dustin rip apart a fictional financial report from Citrini Research that has taken the internet by storm.

Chapter by chapter, they debate whether AI will trigger an unstoppable economic death spiral or whether the doomsayers are missing the bigger picture entirely.

The conversation then shifts to what is actually happening right now in construction, with fresh market intelligence from Procore and a deep dive into Autodesk's massive $200 million bet on a company called World Labs.

Topics discussed:

• The "Intelligence Displacement Spiral" and why every company doing the smart thing could collectively wreck the economy

• Why Patric believes a robot tax is the only way to keep society stable in an AI-driven world

• Procore's latest data showing construction is splitting into two completely different economies

• The 400,000 worker shortage and 41% of the US construction workforce heading for retirement by 2031

• What Dustin learned running a Sales Kickoff and why buying software based on features is a mistake

• Autodesk's $200 million investment in World Labs and why Patrick calls the term "world model" offensive

• Whether vibe coders could ever vibe code a vibe coder (and what the answer tells us about AI's real limits)

"If you truly want to live with AI, you need to start shifting from salary tax to robot tax. Then you actually have an ability to redistribute income and keep society stable." — Patric

Watch the full episode on Youtube & Spotify.

Chapters

00:00 Intro

01:30 The AI Crisis of 2028

07:26 The Intelligence Displacement Spiral

13:28 The Future of Software Development

19:31 The Impact of AI on Consumer Behavior

26:36 Skepticism Towards AI-Driven Services

34:08 The Fragility of the Mortgage Market

41:06 AI in Construction: Use Cases and Challenges

48:25 The Importance of Vision in Sales Leadership

53:37 Trimble's Acquisition Strategy and Market Positioning