EP 036MAR 3, 2026 · 60 MIN

Is White Collar Construction Work Safe from AI? Asking for a Friend with Aaron Toppston

Aaron Toppston · Managing Partner · GS Futures

This episode explores the impact of AI on the economy, labor, and construction industry, featuring insights from industry experts. We discuss the potential for AI to replace human labor, the importance of human leadership, and strategies for adapting to rapid technological change. Our Website: https://constructionconversations.com/ Today's Guest: Aaron Toppston, Managing Partner, GS Futures - Early Stage Venture Check Him Out on Linkedin: https://www.linkedin.com/in/aaron-toppston-079a955/ Episode Sponsors: Check Out Planera: https://www.planera.io/ Check Out Trunk Tools: https://trunktools.com/

In this episode
  1. 00:00Intro
  2. 01:41Breaking down the 2028 AI intelligence crisis article
  3. 09:28Why human intelligence is losing its scarcity premium
  4. 19:33How GS Futures talks AI with its portfolio companies
  5. 23:56Building for an economy of AI agents, not humans
  6. 30:19Where the real friction sits now, in the field
  7. 33:15What Aaron would build first running a GC today
  8. 40:50Does construction's AI moat protect white collar jobs too
  9. 48:18Vertical versus horizontal construction tech investing
  10. 57:19Is construction venture capital a viable asset class

Timestamps are from the recording and may drift a minute or two from the published edit.

Worth writing down

"It doesn't come up with new ideas. It is an insanely powerful research tool. It can get you to the right answers really quickly."

Aaron Toppston · 03:58

"Most people want a salary. It's stability, it's predictability, it's an ability to take work and have it in a defined expectation box."

Aaron Toppston · 12:59

"A boring $40 million warehouse project has hundreds of contracts. Having a thoughtful, documented SOP for that is highly unusual, if not impossible."

Aaron Toppston · 43:28
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GS FuturesSmartPMClearStoryAffinityWeldAccentureMcKinseyJack DorseyBlockRonny Chieng
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AI Without the Easy Button →