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.

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

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

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

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