Hyperion's $27.3B data center bond priced at 6.581%. Above every note Meta has issued.

The spread between the corporate and the project is the bond market's opinion of construction, power, and approval risk.

S&P: 146 projects already stalled. sbee.link/rfg7kbetdy

The AI tools getting enterprise adoption in AEC aren't generating plans. They're checking them.

So the client's question changed. Not "did you use AI." It's "why didn't AI catch this?"

Brad Hargreaves on KP Unpacked: sbee.link/bm9ntcq8r3

Face-to-face requests are 𝟥𝟦𝑥 more effective than email at building trust. AEC runs on relationships, not platforms.

David Hirschman on why the human layer gets more valuable as AI takes over the transactional work.

Read it here sbee.link/n7fgv34wup
and more at sbee.link/xrk3tuv4de.

Announced megawatts ≠ deliverable megawatts.

Kirk Hayes on why the AI power buildout will be won on execution, not capacity in a press release.

Read it here 🔗 sbee.link/aqth9wkfpc
and more at sbee.link/y9xm3kndrq

⏪⏪ Rewind: “𝑆𝑜𝑓𝑡𝑤𝑎𝑟𝑒 𝐼𝑠 𝐺𝑒𝑡𝑡𝑖𝑛𝑔 𝐻𝑎𝑟𝑑 𝑡𝑜 𝐼𝑛𝑣𝑒𝑠𝑡 𝐼𝑛.”

Non-technical teams built in one day what startups had pitched for years. Now, in today's episode, a CEO tells KP he’ll still keep buying software because it’s capped. Build it yourself and the token bill is unpredictable.

Part one, then part two. 🎧 sbee.link/cmn4a7yw9x

𝐖𝐞 𝐚𝐫𝐞 𝐬𝐨 𝐛𝐚𝐜𝐤. 🎙️

Two months off, and KP’s first hot take out of the gate: AI isn’t a tech decision, it’s a business decision.

🎧 sbee.link/t9qrn8hdvw

Nora Swanson, Principal at Trinity JBNB and Crain's Notable Women in Tech, makes the case that the real differentiator right now isn't which AI tools your firm uses. It's how fast your organization can learn, adapt, and apply what it knows.

Catch her at AEC Summit, October 19th yn.

🎧 sbee.link/4khbregqy8

We reviewed 250+ platforms across 7 verticals of the building lifecycle.

sbee.link/q39mv7pde8

Join Catalyst to work on the constraint the tools cannot solve. sbee.link/gjatbd98ek

Chris Nations of Legends on KP Unpacked: the benchmark for a stadium isn't another stadium.

sbee.link/r3ngchmpft

Join Catalyst to talk through what that pace of change means. sbee.link/38kdtyjfve

Is the built environment buying vitamins, painkillers, or a cure?

sbee.link/u9arktxe4w

Catalyst is where the vitamins versus cure debate keeps going. sbee.link/wt8bahexp3

KP FedExed 25 executives a deck of branded playing cards: "Is your next deal a luck of the draw?" 100%.

sbee.link/kgxv9bhf3t

Catalyst is where operators swap the ideas no dashboard would approve. sbee.link/89vrhwb6jk

30 years in venue development. Chris Nations has seen a lot of cycles.
He's never seen it like this.

Sports venue investment is at an all-time high and the stadiums that were built 40 years ago can't keep up. Chris breaks down exactly why, and what's being done about it.

Catch ber 19th at The Weylin in Brooklyn.
🎧 sbee.link/cbk673eayt

500 AI tools each saving.

sbee.link/k9ygcm3qtn

Catalyst is where these interoperability conversations continue with other built environment leaders. sbee.link/tmhrbau63w

Most programs that finish late were in trouble before the architect drew a line.

sbee.link/vu3r8kmywn

Catalyst is where owners and advisors dig into project delivery. sbee.link/rqk9ypcdn3

KP FedExed 25 executives branded playing cards with a handwritten line: "Is your next deal a luck of the.

sbee.link/3xgj8qvmr7

Catalyst is where founders swap the plays that actually break through. sbee.link/a3fg6upbmd

Enterprise software is built to reduce variance. AEC absorbed the cost of that more than any other industry.

New white paper from KP Reddy: why standardization has a ceiling, and what happens once AI removes it.

The Edge Case Economy: docsend.com/v/bn527/edge_c…

Corporates are paying startups five grand for pilots while building the same tool in-house.

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Catalyst is where founders keep this conversation going. sbee.link/n93jb6ta8w

2,290 GW sit in U.S. interconnection queues, double the installed fleet.

sbee.link/vy6w3nmkat

Join Catalyst to talk interconnection reality with people building this infrastructure. sbee.link/7h8dv4uwmy

KP FedExed 25 execs a deck of branded playing cards from their alma maters: "Is your next deal a luck.

sbee.link/ktv4hnywa7

Join Catalyst and swap the unmeasurable ideas that actually get remembered. sbee.link/ug4mjbrq8p

Data centers are having their Walmart moment.

sbee.link/b6ma4fdtjx

Join Catalyst if you want architects at the center of these conversations. sbee.link/fgytb798ej