HeyJaredThe Next Build
A periodic Substack publication where I write about construction strategy, innovation, and investing trends.
- Indexed issues, last 90 days
- 5
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- Sep 28, 2026
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- Jul 15, 2026
Latest issues
The Next Construction Platform Might Be Worn (opens the original)
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It seems to me that many in our industry continue to underestimate the capabilities provided by the latest advancements in AR/VR/X/MR technology and don’t always see what’s possible/to come with the latest generation of this technology. I suspect it’s because many were burned with earlier iterations and were left frustrated by latency, weight, battery life, and the difficulty of accurately aligning digital models with field conditions. But what interests me now is the possibility of connecting e
Company Visions (opens the original)
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Lack of coherent vision is holding back far too many construction tech startups. There’s a missing piece in the ambition and clarity of thought in calling it the differences between what’s broken today and needs to be fixed vs ideating what ought to be true tomorrow. This disconnect keeps showing itself downstream through minimal product innovation. Minimal risk taking. Minimal value creation. Clear vision is upstream of every iconic company in modern capitalism. So my advice is to stop trying t
ENR Ranks Construction Clients, Not You (opens the original)
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The ENR Top 400 ranks contractors by revenue. Revenue in a pass-through business measures your client's growth, not your own. The ranking tells you which sector a firm attached itself to and how fast that sector spent money. It tells you nothing about how capable, how profitable, or how durable the firm is. Which raises the question, what do you actually own as a contractor? What Moved ThroughA contractor aggregates its subcontractors' pay applications, submits them to the owner, and keeps two t
The Guild and the Extraction of Judgment (opens the original)
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Construction firms are not repositories of construction knowledge.They are mechanisms for coordinating people who possess it.Folks in the industry love to reference their “secret sauce” when they describe a great GC. Then the same people will tell you, without noticing the contradiction, that their staff are fungible and their labor is elastic. If your people truly are interchangeable, then where exactly does the secret sauce live? Both statements are true. The highest-value knowledge still live
The Broken Signal of Construction AI (opens the original)
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Construction is an industry many point to as the one where human judgment can’t be replaced by scale.I don’t entirely agree. The standard story is that construction knowledge is too deep, too tacit, too situational for a model to ever catch. The typical argument is that thirty years of a superintendent’s judgment can’t be compressed into weights. I think that story confuses a symptom for a cause. The knowledge isn’t captured because it’s deep. It’s uncaptured because the industry can’t produce t
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