$150B construction market—and a labor shortage.
California’s construction industry is massive, but under strain.
$180B in infrastructure projects are coming—and we don’t have the skilled workers to deliver them.
This isn’t just a gap. It’s a chance to rethink how we build.
🦾 This week, my portfolio company @UCR_robotics hosted California State Treasurer,
@fionama, at its Santa Clara HQ.
Here’s what we discussed:
🔧 Robotics doesn’t replace labor—it augments it.
Safer, faster, more precise. Autonomous systems take on high-risk, repetitive work.
🏗️ Construction needs a systems upgrade.
6x output. Fewer injuries. Less rework. Robotics brings ROI from day one.
📈 California can lead.
We’ve got the AI talent and an advanced manufacturing base. Now we need targeted adoption—pilots, policy, and workforce alignment.
🎓 Don’t forget the talent pipeline.
Some state college programs may shut down, not from budget cuts, but from low enrollment.
It’s time to rewire trade education for a robotics-powered economy.
Grateful to the CA's treasurer for the visit—and for test-driving UCR’s robot, Moby 🤖
#IndustrialAI #FutureOfWork #ConstructionRobotics #DeepTech #CAmanufacturing