Enjoyed these 2 pods from @CatalystPod @shaylekann @DanielWoldorff @_LatitudeMedia AI & EPC -Traditional EPC model suffers from misaligned incentives where contractors often profit from project delays (e.g., "change orders) and cost overruns due to cost-plus structures or vague fixed-firm contracts -Engineering typically represents only 3% to 15% of total project costs, yet it dictates the remaining 85%+ spent on procurement and construction -Traditional firms often stop engineering at roughly 30% definition to save on upfront development capital, which creates massive uncertainty and necessitates change orders when physical realities diverge from incomplete plans -By using Large Language Models (LLMs) and automated tools to reach 100% definition rapidly, a firm can lock in procurement prices and hedge commodity risks (e.g., steel or tariffs) before committing to a final price to the owner -The long-term strategy involves the vertical integration of all construction trades to remove subcontractor-level incentive friction and maintain control over the entire project lifecycle youtube.com/watch?v=aq1Zqrji…