Shows / The Punch List
The Punch List
The Punch List is the definitive weekly briefing for the leaders, investors, and developers shaping the future of the AEC (Architecture, Engineering, and Construction) and Real Estate industries. In an industry that is "the second largest in the world but very small at the top," staying ahead of the curve isn't just an advantage—it’s a necessity. Join our three expert hosts as they bring their unique "different stakeholder" perspectives to the table to discuss the three biggest news topics of…
Episodes
The Punch ListData center GCs should diversify, Housing Market Slowdown, CoreWeave's $50B debt
In this episode of The Punch List Podcast, Jon Wright, Kanav Hasija, and Tanmaya Kala break down CoreWeave’s $50 billion debt scare and what it signals for AI…
The Punch ListWhy the US Will Never Beat China in Construction Speed?
In Episode 14 of The Punch List Podcast, Jon Wright, Kanav Hasija, and Tanmaya Kala take on Nvidia CEO Jensen Huang’s claim that data centers take three years…
The Punch ListConstruction layoffs, data centers overheating, US politics slowing Texas.
In Episode 13 of The Punch List Podcast, Jon Wright, Kanav Hasija, and Tanmaya Kala break down the latest Census Bureau construction spending numbers and what…
The Punch ListAI millionaires in 2026, US condo insurance scam, grok bot vs claude
In Episode 12 of The Punch List Podcast, Jon Wright, Kanav Hasija, and Tanmaya Kala cover three forces shaping construction and development right now: the Bay…
The Punch ListThe Careers That Will Survive AI
In Episode 11 of The Punch List Podcast, Jon Wright, Kanav Hasija, and Tanmaya Kala cover three forces reshaping construction and development right now: record…
The Punch ListAI will destroy humanity or it’s just PR for IPO?
In Episode 10 of The Punch List Podcast, Jon Wright, Kanav Hasija, and Tanmaya Kala cover three things happening in the real world of construction and…
The Punch ListThe Honest Truth About AI in Business Right Now
In this episode of The Punchlist Podcast, Jon Wright, Kanav Hasija, and Tanmaya Kala take an honest look at what's actually happening with AI in the…
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Eric Lamb on why construction is its own biggest enemy
Eric Lamb spent 45 years in construction. For 35 of them he sat on the founding management committee of DPR Construction, helping take it from a startup to a…
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Why building on the moon is harder than it sounds?
NASA is planning a permanent Moon base by the 2030s, and building it means solving problems no construction team on Earth has ever faced: zero atmosphere…
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Why AI is bringing everyone back to the office
Something strange is happening in real estate right now. The same AI reshaping how we work is also reshaping where we work, and who can afford to live nearby…
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Why smaller AI models might beat Claude and OpenAI
Data centers are quietly rewriting the rules of construction, but not everything you've heard about them is true. In this episode of The Punch List, hosts Jon…
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Construction’s return of the Master Builder ft. KP Reddy
KP Reddy co-wrote the book on BIM for construction. Fifteen years later, he says BIM is dead. In this episode of The Punch List, hosts Jon Wright, TK, and…
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Why is Berkshire Buying Housing?
In Episode 3 of The Punch List, Jon Wright, TK, and Kanav Hasija discuss Berkshire Hathaway's acquisition of Taylor Morrison, why OpenAI and Anthropic are…
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Copper, Labor Shortages & Empty Offices
AI is driving demand for data centers, but the ripple effects go far beyond technology. In Episode 2 of The Punch List, Jon Wright, TK, and Kanav Hasija…
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Will the AI Data Center Boom Last?
AI is driving the biggest construction boom in decades, but can the momentum last? In Episode 1 of The Punch List, Jon Wright, Tanmaya Kala (or TK as we call…
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Three Experts. Three Stories. One Industry That's Changing Fast | The Punch List
Construction is the world's second-largest industry, yet it has remained one of the least disrupted. That is changing fast. Welcome to The Punch List, the…