Alex Modon

So if you really care about operation and maintenance of the facility, how constructible is the facility itself?

And I think a lot of things we kind of generally see in industry today is there's so many different segments and slices of people that all optimize for very different things.

So being able to

kind of approach designing these giant things the same way you do from a software perspective, which is a very like a parametric, ultimately a super, super flexible approach you can take to optimize on any sort of main metric for that.

So I guess that's, I guess, first half of it is how do you automate that end to end, which is what we're working on now and have a product to do.

The second part does look like a bunch of robotics and it's everything from like autonomous earthmovers, which feels more tractable in the short term, to how is a site full of tons of humanoids and drones and all sorts of like autonomous robotics.

So, yeah, we very much think that that future is destined to happen over the next like a decade.

And a big piece of that is if the incentives are properly aligned, which I'm happy to talk more about later.

there is a lot of like, you have to earn it.

And super traditional industry, this is a lot, again, with the incentives, but it's, you know.

Yeah, yeah, yeah, yeah.

It feels, yeah, even manufacturing feels like incredibly like pro-technology and like light years ahead of where the construction industry really feels.

And a lot of that is, again, it's, the incentive structure is like helpful to understand because really the source of capital sets the incentives all the way down through the project.

And like,

We certainly didn't used to always do it this way, but how it happens now is basically a project that you want to go build goes through this pretty like stage gated process of removing risk so that you can fund it.

And then eventually you get this kind of project that feels fundable to an investor.

And this is a very different profile than venture, right?

This is people who like all they want is a... Yeah, it's a stable IRR.

Yes.

I have no ability to take that going to zero and I don't even care about capturing the upside.