Erin Price-Wright speaks with Alex Modon, cofounder and CEO at Unlimited Industries, and Davide Asnaghi, CEO at Diode Computers, about how AI is moving from software into the physical world. They discuss automating construction and electronics design, using code and simulation to model real-world systems, and how incentives and manufacturing constraints shape adoption. They also examine what it takes to scale infrastructure, reduce build times, and unlock more abundant industrial capacity in the United States.

AI 迈向物理世界

Timestamps: 00:00 - Trailer 00:51 - Introductions & What is Physical World AI 02:00 - Automating Construction End to End 04:36 - Automating Circuit Board Design & Manufacturing 10:16 - Changing Entrenched Industries & Vertical Integration 19:21 - Getting AI to Understand Real World Physics 29:28 - Do We Need a Breakthrough to Close the Last Gap? 34:24 - Humanoids, Robotics & the Future of Physical Automation 44:54 - Second Order Effects & Why This Work Matters

自动化与制造变革

Read the full transcript here: https://www.a16z.news/s/podcast

基础设施与规模化

Resources: Follow Alex on X: https://x.com/alexmodon Follow Davide on X: https://x.com/davideasnaghi Follow Erin on X: https://x.com/espricewright

机器人技术展望

Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!

Find a16z on X: https://x.com/a16z

Find a16z on LinkedIn: https://www.linkedin.com/company/a16z

Listen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX

Listen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711

Follow our host: https://x.com/eriktorenberg

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.