Two Oceans in One Day
by Ralph Grabowski
The CAD social event of the month was the Revit launch,
which took place April 5, 2000 in Cambridge MA USA.


Tuesday: 4 April
I've decided to use this trip to perform an experiment that tests the following theory: "Is it possible to go on a business trip without a notebook computer?" In past trips, I found I needed just email and word processing capabilities. So, I am taking only my Palm III on this trip, along with its modem and the MultiMail Pro email software (US$40 from http://www.actualsoft.com) that I downloaded the week before. I had hoped to get Palm's brand-new foldup keyboard, but local computer stores are either sold out ("We have four in the warehouse"), or have no idea what I am asking for ("Could I interest you in a Palm IIIc?").

Vancouver: I get up at 4:00 a.m. to catch a flight that leaves Vancouver BC at 6:30 a.m. As the airplane takes off from YVR, it banks out over the Pacific Ocean, then heads eastward to Toronto. The movie is "Bicentennial Man," which I find dull.

Leaving Vancouver at 6:30 a.m.

Leaving Vancouver at 6:30 a.m.

 

Toronto: Arriving 15 minutes early in Toronto, I have an hour to collect my luggage from carousel #99; convince U.S. Immigration to let me into their fine country; and find the gate for my connecting flight. With the Star Alliance and the recent Air Canada/Canadian Airlines merger, this is called a United flight, and an Air Canada flight, and a Canadian Airlines flight -- but it is an Air Canada Airbus A319 that I'm on.

As the aircraft is taxiing for takeoff, there is a noise like a hacksaw attempting to cut off a portion of the plane's undercarriage. The captain says we'll have to return to the terminal building, as soon as traffic control can assign a gate. Some passengers are concerned about connecting flights, but not me. I've still got 25 hours before Revit's gala starts. The captain reports "The probe indicator on the outside of the plane needs replacement, which should take just five minutes." The 5-minute repair job becomes a 55-minute delay.

Waiting in the rain at Toronto airport.

Waiting in the rain at Toronto's Pearson airport.

 

Boston: The pilot spends 20 minutes circling over the Atlantic Ocean. For me, that's two oceans in one day. After landing, we wait again while passengers from an Air Lingus (Ireland) plane deplane. My suitcase is one of the first at the luggage carousel, and I take a taxi to the Sheraton Commander Hotel in Cambridge, across the river from Boston. To the taxi fare are added US$4.50 worth of airport, tunnel, and freeway tolls.

Approaching Boston's Logan airport.

Approaching Boston's Logan airport.


The hotel is an ugly-looking rectangular brick block, which explains why Sheraton doesn't show a picture of its exterior at their Web site. The hotel clerk assigns me a room, but another clerk reminds him the room is being set up for an event. "You are staying two nights with us, sir?" He gives me their Commander Suite as compensation; the room, however, has peeling wallpaper, wobbly lamp bases, a noisy air conditioner, and a leaky bathtub. What is it about northeastern hotels always seeming slightly run-down, I wonder.

I use my Palm to check my email. I find the best approach is to connect twice: (1) collect headers only; then (2) select the messages to download in full. A message from Laura Kozikowski enthuses: "I had no idea that you were in Boston this week! If you are checking email and have a few free moments while you are in town, please give me a call because we would love to have you come visit us at SolidWorks headquarters." The Revit event doesn't start the next day until 4pm, so I reply with an affirmative.

The Sheraton Commander hotel in Cambridge MA.

The Sheraton Commander Hotel in Cambridge MA.


Wednesday: 5 April
Contrary to the prediction of the 4-day forecast of rain, the day is sunny, but bitter cold and windy. Laura calls, giving me directions to the SolidWorks office in Concord -- about a half-hour from Boston.

The taxi driver doesn't know where Concord is located. He gets help from the bored dispatcher and another driver. Heading out along Route 2, the trip gives me a tour of Cambridge, Arlington, Lexington, Lincoln, Littleton, and Concord -- many of them historically significant when the colonies revolted against Great Britain more than 200 years ago. I am sure the barren rolling hills will be much prettier once the leaves come out.

Given the flat-rate nature of the trip, the taxi-driver speeds along Route 2 at 80 mph (130 kph). I put on my Walkman CD and listen to Pat Metheny's "The Road to You."

The driver has no map. The more we drive through Concord, the more he guesses. I convince him to stay on Route 2, just like Laura had directed. Finally he pulls over at Arena Farms to ask for directions. He comes back pleased: we're on the right track. A turn on Route 62, then another onto Baker Avenue. I pay him; no tip.

The head office of SolidWorks in Concord.

The head office of SolidWorks in Concord.

 


SolidWorks Visit: Laura introduces me to Joe Dunn, the enthusiastic field technical manager. He and I had been exchanging emails regarding the circumstances surrounding SolidWorks lawsuit against Alibre. Joe drives home the point that SolidWorks' sales doubled in 1999, now at 43,000 seats plus 53,000 education seats. The goal is 250,000 seats and being the leader in mechanical CAD. He considers no other package equal to theirs, other than keeping an eye on Autodesk's Inventor. Indeed, Joe tells me that he likes Inventor because "it shows AutoCAD users that there is more to CAD than AutoCAD" -- a theme that has been common in SolidWorks ads.

SolidWorks is sold only "indirect," meaning via 230 resellers around the world. Joe is emphatically proud that SolidWorks does no direct sales, but I wonder how long that can continue given the direct-sales model that the Internet encourages. SolidWorks is scornful of the current Internet frenzy among other CAD vendors, a point I agree with. SolidWorks has a Web site, the ability to email drawings with an integrated viewer, and conduct Web broadcast tutorials. Joe says they plan to release their eDrawings software for AutoCAD drawing files.

Laura finds me some time with ceo John Hirschtick. I had seen his picture, but wasn't prepared for him being more than a head taller than me. John admits he hasn't subscribed to upFront.eZine, but is constantly receiving bits emailed to him by others. I tell him that I can see a natural fit between SolidWorks (mechanical) and Revit (architectural). He says a link already exists: he is an investor in Revit, and sits on the board of directors.

Laura, Joe, and I have lunch at a nearby Italian restaurant, then I return to Cambridge. I have a couple of hours available to tour the grounds of Harvard University and the adjoining shops of Harvard Square. Wandering around with my backpack, I must've looked like a student, since I am stopped twice for directions. I am snapping so many pictures with my Epson digital camera that I go through three sets of batteries that afternoon. That's what I like about my camera and its 64MB memory card: I can take so many more photos than with a traditional camera. I end up taking 155 high-resolution pictures on the trip.

One of many gates to Harvard University.

One of many gates to Harvard University.

 

Revit Launch: Four o'clock and time for the Revit event at the Aurthur M Sackler lecture hall. There are 125 invited attendees, but very few media. From what I and others could see, there is no one from CADalyst, Cadence, or Penton Publishing. Revit ceo Dale Lemont hosts the two-hour event, calling this "an important moment in the history of CAD." The parametric architectural software will be sold by monthly subscription. In stark contrast to SolidWorks, Revit will have no resellers -- everything by the Web. Nobody says it for sure, but I finally decide that Revit is short for "revise it."

Update (April 2002): Almost exactly two years after the launch, Revit sold itself to Autodesk for US$133 million. Although the company had managed to create a huge "mindshare" acceptance, Revit sales were described by Autodesk CEO Carol Bartz as "small pilot user base," what she would expect from a "start-up."

Dale refreshingly admits much is missing from Revit, and that the following functions will be added over the next 24 months: massing studies, stacking, canted walls, sloping structures, turn on more AccuRender functions, multi-user enhancements, estimation at all stages, product catalogs, schedules, architectural detailing, Web collaboration, ASP capabilities, landscape, HVAC, plumbing, and electrical.

The product will be available in early May; delivery has slipped by two weeks. A new release is promised every 90 days in first year -- "Tough on us book authors," I note wryly to the Revit employee sitting near me.

The ceo and founders of Revit.

The ceo and founders of Revit.
In the background, ceo David Lemont. In the foreground, founder Leonid Raiz (at left) and Irwin Jungreis.

 

Revit Dinner: The product launch is followed by dinner in the courtyard of the Fogg Art Museum, located across the street. The museum features a small but broad collection of art: religious, African, modern, and classical. My wife would have enjoyed viewing the paintings by van Gough, Monet, and Renoir.

Each of our nametags have a color. I find out that -- ironically enough -- green indicates you had ordered beef, while red indicates vegetarian; my color was yellow, for salmon.

On one side of me sits a representative from Atlas Ventures, who asked me what I thought of Revit and the launch. How do you answer a man who has sunk millions of dollars into this?

On the other side of sits Brad Holtz (of 'CAD Rating Guide' fame) and next to him, Geoffrey Langdon (of architectural CAD shootout fame). The thought underlying this whole event is "SolidWorks or Numera?" Would Revit rocket into orbit, or burn out at the launch pad? We reminisce over CAD ventures that have burned through their money over the years. Brad declared himself the winner in remembering the worst CAD launch ever: TriumphCAD spent all its money on ads -- no product ever shipped.

Brad Holtz and Geoffrey Langdon.

Brad Holtz and Geoffrey Langdon.


We muse over Revit's business model. "How long does Revit have before investors would want their money back?" The problem with a monthly subscription model is that money trickles in more slowly. Take 60 Revit employees earning an average of US$100,000/yr each. Assume Revit nets $100/mo per subscription. That means they need 5,000 subscriptions just to break even. "The question is," summarizes Brad, "How long will it take to ramp up to 5,000 subscriptions?" As I write this, I also wonder about "subscription churn" where gains from new subscribers are offset by losses from unsubscribers.

Just as we complete our analysis, an earnest young Revit employee comes by our table to introduce himself. "I'm in charge of developing the business model in conjunction with Harvard Business School," he explains. The three of us roar with laughter: "Funny you should mention that...". We give him our analysis -- at no charge.

Dinner in the Fogg Art Museum's courtyard.

Dinner in the Fogg Art Museum's courtyard.

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