Rise of the construction and power rental market is an understatement title for this episode, and Tony helps us unpack the macro and technology shifts underway underpinning this builtworld boom to support the AI race. We discuss how the world’s largest equipment rental company, United Rentals (30 years old, 28,500 employees,1,750 rental locations spanning multiple continents), is approaching this record demand, how his team went about initially forming, and ultimately gaining company buy-in, to execute an AI strategy within a legacy network of IT established systems, and how United Rentals has thrown accelerant behind those technology efforts by forming strategic partnerships with technology giants like Procore and Snowflake.
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