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Drew Baglino

๐Ÿ‘ค Speaker
166 total appearances

Appearances Over Time

Podcast Appearances

The a16z Show
Energy, Minerals, and the Physical Stack Behind AI

My team was super awesome in Lathrop, California in 11 months.

The a16z Show
Energy, Minerals, and the Physical Stack Behind AI

It was a JCPenney warehouse.

The a16z Show
Energy, Minerals, and the Physical Stack Behind AI

11 months later, the first product came off the line.

The a16z Show
Energy, Minerals, and the Physical Stack Behind AI

But ultimately, what it comes down to is alignment.

The a16z Show
Energy, Minerals, and the Physical Stack Behind AI

when you're working with your local jurisdiction, they can use the process for a code-compliant project to say no at every step, or they can say yes at every step.

The a16z Show
Energy, Minerals, and the Physical Stack Behind AI

And so how do we as a collective, you know, gain alignment that building, re-industrializing the U.S., building critical infrastructure and supporting our critical supply chains here in the U.S.

The a16z Show
Energy, Minerals, and the Physical Stack Behind AI

is a good thing, and identifying ways to say yes at every step along the way and really accelerate these processes versus no.

The a16z Show
Energy, Minerals, and the Physical Stack Behind AI

And when you do find that, it can be magical.

The a16z Show
Energy, Minerals, and the Physical Stack Behind AI

That's been my experience.

The a16z Show
Energy, Minerals, and the Physical Stack Behind AI

Yeah.

The a16z Show
Energy, Minerals, and the Physical Stack Behind AI

I mean, today's factories are really automated.

The a16z Show
Energy, Minerals, and the Physical Stack Behind AI

If you're building a new factory today, you know, in China or the U.S., the labor differential is less than 10% of cost of goods sold.

The a16z Show
Energy, Minerals, and the Physical Stack Behind AI

It might even be less than 5%.

The a16z Show
Energy, Minerals, and the Physical Stack Behind AI

But what actually is driving the competitiveness of the different locations, in my mind, is it comes down to supply chain.

The a16z Show
Energy, Minerals, and the Physical Stack Behind AI

And how do we develop co-located critical supply chains in the United States where the logistics costs are much, much shorter and much, much lower because the logistics time is much, much shorter?

The a16z Show
Energy, Minerals, and the Physical Stack Behind AI

If you look at, you know, China, they are so thoughtful about building these industrial areas.

The a16z Show
Energy, Minerals, and the Physical Stack Behind AI

You know, everything that you could possibly need to build a car, which has 7000 parts in it, you know, is within less than a three hours drive.

The a16z Show
Energy, Minerals, and the Physical Stack Behind AI

Getting to that kind of co-location of the supply base in the United States would be a major unlock, along with automation, while still providing immense numbers of high-paying, important jobs.

The a16z Show
Energy, Minerals, and the Physical Stack Behind AI

I think that's a vision that I'd like to advocate for.

The a16z Show
Energy, Minerals, and the Physical Stack Behind AI

A hundred percent.