It’s a good day when more steel is made in America
BREAKING: California is building its first new steel mill in over half a century.
Pacific Steel Group is investing $700 million in a steel production facility in Kern County, designed to melt recycled steel and manufacture rebar for critical infrastructure projects.
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Spoke with the owner of a steel erection company Friday. Large company has been building in NYC on large scale infrastructure longer than I’ve been alive
Spoke about steel pricing today and the speculative nature of it is making projects incredibly difficult. Something he has never seen in his life before
Seems like the old playbooks are chopped
Physical constraints are much harder to overcome
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AI is stress-testing every bottleneck between ambition and deployment.
Building standards won’t be exempt forever.
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Would be nice if Bethlehem steel’s PA plant didn’t look like the rust map rn
We tried ordering structural steel from our supplier in NJ.
12 weeks. No way. Called them.
All available output going to data centers.
Had to talk to the company president and negotiate a smaller faster order. And that’s doing us a favor.
Don’t sleep on this capex boom.
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Pablo on the most underrated run rn
Good morning.
We investigated the Christian "scam" fronted by Tim Tebow: youtu.be/uh7s2jr0b48?si=Mmz2…
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Suffolk and MIT released Construction in the Age of AI this week. It’s worth a read but here is my take.
The study looks at six areas where AI could meaningfully change construction: design automation, offsite manufacturing, permitting, scheduling, skilled labor/subcontracting, and supply chain/procurement.
What I find most interesting isn't really any individual use case. It’s what happens when these systems begin working together. Design becomes less sequential.
Right now we design something, analyze it, coordinate it, estimate it, revise it and then repeat that process over and over again.
I think we're moving toward a world where we can continuously evaluate thousands of possible designs against engineering performance, cost, schedule, constructability, code requirements, procurement constraints and whatever else matters to the project. This inherently changes scheduling.
A schedule stops being a mostly static representation of what we think will happen and starts becoming a dynamic system that continuously responds to design changes, labor availability, procurement, site conditions and actual progress.
Eventually I think designing infrastructure starts looking a lot more like designing planes where we simulate far more of the system before we ever physically build it. But there is still a massive problem underneath all of this.
Data.
AEC data is shit frankly.
Drawings are PDFs. Specifications are documents. Codes and standards live in different systems. Cost data lives somewhere else. Schedules have their own structures. BIM models have another. Manufacturers describe products differently. Contractors, engineers, owners and software platforms all organize information differently.
Even when the information exists digitally, that doesn't mean machines can reliably use it together and AI doesn't magically fix that.
You can build incredibly capable reasoning systems, but if the information entering those systems is incomplete, incompatible, poorly structured or inaccessible, the intelligence sitting on top of it eventually hits a ceiling.
For decades we could tolerate this because humans were basically the interoperability layer. An engineer could open a PDF, interpret a table, understand a note, look something up in another document and manually translate that information into whatever format the next person or software needed.
Agents don't eliminate that translation problem. They expose how big it actually is. If we want autonomous design, continuous scheduling, automated permitting, procurement optimization and eventually highly simulated construction, machines need to be able to exchange engineering knowledge reliably.
I don't think that necessarily means forcing the entire industry into one universal data standard either. The more practical possibility to me is infrastructure that can translate between different standards and representations as needed.
Someone producing information may structure it one way. The engineer, contractor, software platform or agent consuming it may need it another way.
Something needs to sit between the two and make that translation possible without losing the meaning or authority of the original information.
Really interesting work from Suffolk, the MIT Center for Real Estate, MIT Media Lab City Science, and everyone from the industry who contributed to the research.
Over the past week, I’ve been rebuilding the original World Trade Center.
The goal was never to recreate September 11. I wanted to remember the World Trade Center as it stood before that day.
My own small way of making sure it is never forgotten.
Remembering everyone we lost on September 11, 2001.
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I can say first hand Astra is really good in revit and unreal engine
🔴Yeni Yapay Zeka modeli GPT-6 Astra, Revit’te 5 katlı bir binayı 1 saat 19 dakikada modelledi.
Tek bir referans görselden;
🏢 16 daire
🧱 327 duvar
🚪 162 kapı
🪟 98 pencere
📐 267 ölçülendirme oluşturdu.
Plan, kesit ve görünüşler dahil 4 paftayı PDF olarak çıkardı.
Üstelik süreç başladıktan sonra manuel müdahale yapılmadı.
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I actually agree with the direction here unfortunately Nikita probably didn’t realize how much of a hornets nest the AEC industry is when it comes to these things
Revit mcp has been very helpful for me drafting details and putting together plans
Fighting the Astra rate limits but the gpt6 model seems very good at modeling/drafting
I spent the weekend using AI to explore renovation ideas for a property. Each concept generated was basically construction-ready, since I fed it land & soil surveys (and generated everything else off Zillow and satellite photos).
The future is going to have very few intermedaries between consumers and the last mile of labor.
And more broadly: consumers will be spending a lot more on custom projects to get precisely what they want, since the reasons they've been cost prohibitive (design and engineering) will no longer matter.
Essentially, a lot more things are going to be custom-fabricated—electronics, clothing, home fixtures. The next era of consumer tech is going to make everyone a hobbyist and builder.
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Request for more domestic steel
Talked to one of my steel suppliers today regarding the lack of availability of structural beams bigger than 16in (they're all being bought up for data centers):
Me: "This can't possibly last too much longer, right?!"
Supplier: "We have guaranteed POs out to 2030."
MFW --
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we should be able to do better than this
The Los Feliz Neighborhood Council alerted our office in late 2025 to the need for a crosswalk at Sunset Dr. and Bates St., which has just been completed!
Thank you to our incredible CD4 Field Team for continuing to problem-solve, push for solutions, and make our streets safer.
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