Wow this definitely raise the stakes in the construction software market. Autodesk is going all-in and poised to become the incumbent in construction software. They are seeing what many other companies are failing to see, but there are many other formidable platforms pushing hard too, including Procore, all the Oracle offering which includes the recent acquisitions of Aconex and Textura and many niche players.
The difference is if the Superintendent doesn’t want to use the software it doesn’t matter. Construction businesses live and die by the super, something these other players never seemed to understand.
The people working in the field love PlanGrid. More than one company has been forced to abandon a competitor because the field crew refused to use anything else.
Know your customers. Your real customers. Build something they want to buy. When big players enter your territory be a honey badger :)
