my boy anthony en route austin to shenzhen to pick up pcb’s to cut our manufacturing schedule by 2 days
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we can create over a $1 trillion in value for our earthworks customers
below you see an autonomous vs manual dozer operator - that’s real lidar from a customer site vs our latest world action model - our autonomous dozer plans with +68% more efficiency (disclaimer: this is in sim)
that’s a bigger deal than it sounds. in earthworks where average pretax margin is 8.3%, that efficiency gain across your fleet would increase a contractor’s profitability by +189%
and that’s assuming 1x ratio (one operator per autonomous vehicle) whereas in reality we’re trending towards a ratio closer to 4-5x
shit getting real v quickly
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22hrs in car to visit a new data center project and deploy some autonomous rollers and dozers
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Freddie Filz retweeted
how long it took America to build things:
transcontinental railroad: 6 years (1869)
Empire State Building: 410 days (1931)
golden gate bridge: 4 years (1937)
hoover dam: 5 years, finished 2 years early (1936)
the pentagon, largest office building on earth: 16 months (1943)
alaska highway, 1,700 miles through wilderness: 8 months (1942)
a liberty ship: 42 days average, one built in 4 days as a stunt (1943)
currently in safety orientation on largest and most critical AI infra construction project in the US
they have to restrict operating hours to accommodate endangered bats
smh
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ULine customer service is goated, 24/7 open, pickup within 2 sec, no auto direct ”press 1 for bullshit xyz”
try it (800) 295-5510
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Freddie Filz retweeted
Every other industry doubled productivity in the last 50 years. Construction lost 30%. @fredfilz and Mohamed Sadek, founders of Crewline, are automating the machines. Great piece by @FastCompany on how.
We're excited to have led their $7.1M seed.
They're hiring builders: crewline.ai/join-us.
Construction is facing labor shortages and productivity stagnation. The startup Crewline wants to solve those problems with autonomous machinery. f-st.co/9N24XpW
Freddie Filz retweeted
Construction is facing labor shortages and productivity stagnation. The startup Crewline wants to solve those problems with autonomous machinery. f-st.co/9N24XpW
Freddie Filz retweeted
Today @IsembardGroup announces our $50m Series A. More factories, more engineers, more countries. If not now, when...
🇬🇧🇺🇸🇩🇪🇫🇷🇺🇦
Most people in SF have no idea how hard non-VC businesses are.
Once you raise VC, you buy time:
- 2 years of runway
- Big margin for error
- Money goes into building, not delivering
- Office + laptop =/= existential risk
That’s a luxury.
In a traditional business, your ass is on the line day 1.
You need revenue immediately.
Every dollar goes into delivery first.
No one lends to you. Forget debt without a personal guarantee.
At MMY US we started with nothing in 2023.
No VC. No product.
We convinced a developer we could build homes faster than anyone else - before we had a factory.
Within 2 years:
- Built an 80,000 sqft housing factory
- Delivered hundreds of affordable homes
- Cut home construction timelines from 14 months → 4 months, fastest in the world
- $30M revenue
- 100 employees
- Customers included state + city governments
VC is hard.
Bootstrapped, asset-heavy execution businesses are harder.
Different games. Massive respect to operators who ship from day one.
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