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▶ 36:55 · $SKSBF · Skanska benchmarks 15B EUR revenue and 10% EBITDA in industrialized construction

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The housing problem

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now playing · $SKSBF

$011Hbullish· high· poslucas carné

011H targets scalable industrialized construction platform with 2% contingencies

Integrating design, construction, supply chain and proprietary digital platform solves construction's productivity crisis; 50% of building value pre-assembled, 2% contingency budg…

$GOLDBECKbullish· mediumlucas carné

Goldbeck proves industrialized construction model at 7-8B EUR revenue with 10% EBITDA

German builder Goldbeck demonstrates scalable industrialized construction works: 7-8B EUR revenue, ~10% EBITDA margins, expanding from industrial into residential; also a 011H inv…

$SKSBF···neutral· mediumlucas carné

Skanska benchmarks 15B EUR revenue and 10% EBITDA in industrialized construction

Swedish construction giant Skanska operates at ~15B EUR revenue with ~10% EBITDA margins, proving large-scale industrialized building model viable; has significant US presence.

$ADSK···neutral· mediumlucas carné

Autodesk Revit dominance showing cracks as AI generative design emerges

Revit remains dominant BIM tool but large architecture firms are evaluating alternatives; Autodesk adding LLMs to Revit while startups like World Labs (Fei-Fei Li) enable prompt-t…

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