Joe Lonsdale

Like there's quarries.

There's 6,000 quarries where you can never basically get enough stuff out of them cheaply enough.

Everything's really expensive because you never get to hire tons of people right away.

Then you have to fire them all because you can't use it for a while.

And you can never get enough people for the right jobs.

It's sloppy, and it's messy, and a lot of it's boring.

And so he actually has, it's working.

And he's raised a few hundred million more dollars recently since we invested.

uh from all sorts of top investors and they're partnered they're using caterpillar machines they're using they're you know people people love it and they're they're they're actually deployed and it's working they're doing it in texas doing alabama here's the funny thing the tech of course unfortunately ai people are in california but when they do stuff in the real world they always come to the guys come to the center of the country where the states are run well i mean that's going to change that's going to change a lot

It's going to be all sorts of construction stuff.

You started with excavators.

That's a really hard problem with multiple dimensions.

Like, you're digging on a hill, and you have different kind of dirt coming up.

And it's really interesting.

You know, one of the crazy things is they train on tons and tons of data, which is part of their advantage is they partner now

lots of different companies getting all the data.

And the computer learns what to do.

And so one of the things it learned how to do is when it's done digging and it's waiting, it'll go around and use the scooper to clean things up nearby and smooth things out.

Are you serious?

Because it learned it from the guys doing it.