Davide Asnaghi

We're thrilled to be here today with Davide Asnaghi and Alex Modin.

Davide is the CEO of Diode Computers, and they're using AI to design and manufacture custom circuit boards faster and better than before and faster than ever possible in the United States.

Alex is the CEO of Unlimited Industries, an AI-native firm that vertically integrates design, engineering, procurement, and construction for big infrastructure projects.

So we're here today to talk about physical world AI.

And when I say that, I think a lot of people probably think about things like humanoids and robotics foundation models.

But while I think robotic housekeepers folding your laundry is still a few years away, or maybe if you're really optimistic, a few months.

AI is already starting to cross this chasm with use cases that move atoms.

So these companies are working on physical world AI at two very different scales from the micro to the macro.

And I'm excited to get your perspectives about where we are and what's ahead.

So Alex Davide, welcome to the show.

Maybe, Alex, to kick off, you've said that in 10 years, all construction will be fully automated, which feels like a pretty bold claim, very ambitious.

But what does that actually mean?

What does it take to get there?

Optimized for what?

Yeah, I'm excited to talk about that.

Davide, what is the kind of equivalent timeline for automation and hardware, and in particular, maybe electronics, because that's where you focus on both design and manufacturing?

So maybe paint us a picture on what this looks like for you.

What do you mean by that?

Can you double click on that 80-20?

It is funny to think about like the design of a data center with all the complex sort of optimizations you need to do and the specs and everything you need to fit into a particular site footprint actually being kind of similar, surprisingly similar probably to the design of a very small circuit board that needs to fit lots of different components and meet lots of different specs.