Josh Whisenant of Roger joins Luigi La Corte, Mike Powers, and Andrew Zukoski the day after Procore's Groundbreak conference in Orlando. The group recaps Procore's AI announcements, including the Magpie model and agent "starter packs," debates whether agents are really different from skills, and discusses why contractors should keep benefiting from foundation models that get better and cheaper every few weeks. Josh walks through Roger's relaunch as a services provider that carries general contractors to operational outcomes, covering buyout and scope writing, submittal review, and a billing approach where Roger doesn't send an invoice if the work isn't a fit and puts its fee at risk for scope gaps. The hosts compare who actually owns scoping and buyout at GCs (precon, procurement, or project management), and Josh shares his thesis that AI can industrialize the contractor and change, rather than eliminate, operations roles. He closes with where Roger fits best: complex, fast-moving vertical projects and high-volume submittal work such as data centers.
16 Oct 2026
Frontier Models & Construction Data, LG's New US Chiller Factory, and Data Center Water Use
Luigi La Corte, Mike Powers, and Andrew Zukoski dig into how far general-purpose AI models can go on construction work now that frontier labs are buying expert-labeled, proprietary data, and where project data, harnesses, and purpose-built UI still matter. They compare AI adoption across mid-market GCs, mechanical reps, and manufacturers, from enterprise ChatGPT and Claude licenses to shared skills, MCP connectors, and the low-hanging fruit in everyday document workflows, plus whether bid management goes "headless" inside the inbox. Mike breaks down LG's long-term agreement with mechanical rep group Air Controlled Concepts, which backs a new 350,000-square-foot US chiller factory and more than five gigawatts of capacity, and why aggregated rep demand helps manufacturers commit to building capacity. The episode closes with a walkthrough of a closed-loop data center cooling design using dry coolers and chillers, and what it means for the debate over data center water use.
2 Oct 2026
Ramp's Construction Finance OS: Job Costing, AI AP & Paying Subs Faster (with Carl)
Carl from Ramp joins Luigi La Corte, Mike Powers, and Andrew Zukoski to unpack how a horizontal financial operating system is being pulled deeper into construction. Ramp covers corporate cards and expense management, purchasing and accounts payable, treasury with JPMorgan, and a newly announced accounts receivable product—serving more than 80,000 businesses including over 15,000 construction and construction-adjacent customers. The conversation covers why construction needs a distinct experience (GC–sub coordination, retainage, change orders, lean waivers, AIA billing), Ramp Plus automation versus point-solution sprawl, project-centric job costing and dynamic PM expense approvals, the ServiceTitan embedded partnership, and how AI plus payment infrastructure could close the loop between GCs and subs on cash flow.
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