Bricks And Bytes Carbon Accounting's Collapse, Apple Chooses Gemini, First 2026 IPO Is Here
Jan 16, 2026
Tom Yeshurun, founder of Civ Robotics, dives into the world of automated construction layout. He reveals the pitfalls of carbon accounting in the construction industry, explaining why it quickly lost favor. Tom shares insights on how Civ's technology achieves over 5,000 layout points per day while dramatically reducing costs from $5–$10 to below $2 per point. He discusses the challenges faced with robot accessibility and why Civ pivoted from drones to ground robotics, aiming for global expansion in this innovative sector.
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Funding Exceeded Market Demand
- VCs poured around $2.3B into carbon accounting software, roughly matching market size.
- Funding concentration created a mismatch between expectations and real industry demand.
Forensic Take On Plan A Acquisition
- Diginex paid 3M cash and 52M in shares for Plan A, though Diginex had just $2M revenue.
- Patric used the public filing to show how illiquid share payments can overstate deal value.
Apple's Wait‑And‑Choose Strategy
- Apple's strategy was to wait and license the best model instead of overinvesting early in AI R&D.
- That lets Apple leverage distribution while avoiding heavy upfront capex risk.