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Autodesk’s Next Chapter: Design to Operations, AI Pricing, Miter’s $40M & Kuro’s €10M

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Autodesk now runs from the first sketch to the maintenance ticket.

So who is left to compete?

We got back from Autodesk University and put that question to three people this week:

  • Connor Watumull on Miter's $40M Series B, and why payroll was the way into the whole contractor back office.

  • Lea Scherer on Kuro's €10M seed, and how a two year old startup ended up working with Goldbeck and Hochtief Infrastructure.

  • Alain Waha, CTO of Buro Happold, on why AI could push software bills up from here.

Episode is live!

#aec #constructiontech #ai #bricksbucksandbytes #bricksandbytes

Our Sponsors:

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Chapters

00:00 Intro

01:12 Autodesk University 2026 recap

02:45 Autodesk's plan to own design, construction and operations

04:49 Can startups compete with Autodesk?

07:23 Most internet traffic is now AI bots

08:49 Miter raises $40M Series B

11:15 What is Miter? Construction payroll and workforce software

14:01 Why construction payroll is so hard

16:28 From payroll to field operations and safety

19:04 How construction software startups win customers

20:37 Replacing the construction Franken Stack

22:08 Kuro raises €10M seed for AI for general contractors

23:12 How AI reads construction documents and tenders

26:01 Why Kuro targets Europe's biggest general contractors

28:22 How AI startups stay defensible against ChatGPT

33:09 Building construction tech in Europe vs the US

34:12 Kuro's growth and hiring plans

38:11 Jevons paradox: why software keeps costing more

38:37 Can Autodesk be disrupted?

39:53 Why construction is slow to adopt new tech

41:57 Why switching away from Revit is so hard

43:47 AI as a generational shift in design

46:04 Will AI replace Revit? Snaptrude, Motif and AI design tools

48:11 Should you build your website for AI agents?

52:41 Humans plus AI: the chess grandmaster lesson

53:43 Autodesk AI pricing: from seats to tokens

59:34 Is AI actually creating value in engineering?

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