Building Integrated Intelligence with deployment infrastructure for the robotics super-cycle.
Joined October 2019
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- Followers 1,447
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34 Photos and videos
Jun 12
SpaceX raises $75bn. Largest private raise ever, and it funds rockets and factories, not a software layer.
We are reversing our capital's flight from industry to derivatives back to productive capacity. Now let's build the rails for it.
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Jun 10
He Xiaopeng says humanoids will scale faster than cars. Cars scaled because of roads.
If you were to optimize a car for versatility, you lose peak efficiency. The whole point how humans beat Darwin. But it doesn't make humans peak performers at anything other than versatility.
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Factories run machines. But it's edge knowledge that deploys them and makes them run at peak performance. When the guy who deploys it retires, good luck.
Fortune calls it a hidden bottleneck.
Operators call it Friday.
Deployment > hardware > software.
Time to solve it.
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China made industrial automation and robots/humanoids a top priority in the 15th Five-Year Plan. Same as semiconductors and 6G. Backed by 1 trillion yuan.
Capital must find (Western) deployment. That is where the compounding happens, and where sovereignty gets built or lost.
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Every robot OEM pitch deck shows deployment velocity. None of them show the six months between delivery and productive operation. That gap is someone's actual market.
The machine is not the product. The working machine is the product.
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The robotics winners who define deployment in 5 years are backward integrating into sensors and optics, forward into fabless, now. The stack is the asset.
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9 Nov 2022
Highly controversial, long awaited: My take on the #construction wood crisis.
ALT The construction wood crisis
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9 Nov 2022
This is what we need to fix so that construction can use the wood it needs
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20 Oct 2022
Quite surprised that 52% of M&A is driven by hybrid hardware-to-software players in AEC.
#manda #mergersandacquisitions #software #aec #architecture #construction #autodesk
ALT Share of M&A by AEC software firms since 2005
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19 Oct 2022
But 2022 is way down. -50%. 15 deals year to date.
Someone goes against the grain >>> @HexagonAB stepped up their M&A game and went for 5 deals in 2022 so far. More to come?
5/n
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19 Oct 2022
I wrote a long slide deck with all the M&A in AEC analysis so you don't have to.
>>> pitch.com/v/AEC_VC-bf85ph
Enjoy
#construction #aec #3d #manda #mergersandacquisitions #acquisitions #bim #autodesk
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14 Oct 2022
Made a bunch of new friends this week with my provocative analysis that trial & error serves construction best.
#construction #constructiontech #economy #learning
ALT Trial & error vs. serial screw-ups in construction
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14 Oct 2022
I was shocked to see that optionality tinkering (a nicer word for trial & error) allow construction managers to be really good at learning and finding optimal outcomes.
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14 Oct 2022
How I came to that conclusion, in last week's AEC_VC >>> foundamental.com/aecvc/anti-…
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