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▶ 19:03 · $UNLIMITED-INDUSTRIES · Unlimited turns faster project delivery into superior infrastructure returns
episode briefing
a16z

Why Physical AI Is the Next Big Opportunity | Deep Dives with a16z

2026-04-23 · 2 company · 0 thematic
sentiment
2 bull0 bear0 neu
speakers
davide asnaghi

Co-founder and CEO of Diode Computers, which uses AI to automate printed-circuit-board design and manufacturing. He previously worked on custom silicon at Apple.

alex modon

Co-founder and CEO of Unlimited Industries, an AI-native engineering and construction company focused on large-scale infrastructure.

quote
“if it's a project that takes one year to build versus a project that takes five years to build at the same cost, it's a very different IRR... if you can bring in the schedule by 3 months or 6 months, that actually material impacts the fina…”
—alex modon
now playing · $UNLIMITED-INDUSTRIES
$DIODE-COMPUTERSbullish· high· posdavide asnaghi
Diode makes circuit-board production 90 percent more efficient
Diode combines AI-generated, manufacturable circuit-board designs with services today, creating a path toward an increasingly self-service and automated hardware production model.
$UNLIMITED-INDUSTRIESbullish· high· posalex modon
Unlimited turns faster project delivery into superior infrastructure returns
Automating infrastructure design matters less for engineering cost than for shortening construction schedules, which directly improves project IRRs and financeability.