2min chapter

All-In with Chamath, Jason, Sacks & Friedberg cover image

#AIS: Bestie AMA with Valor's Antonio Gracias

All-In with Chamath, Jason, Sacks & Friedberg

CHAPTER

Industrial Automation - Where Do You See the Next Disruptor?

Antonio grassio is a factory automation team for a large semi conductor manufacturer in the united states. Antony, when i asked you to do this, you had never been on a pod cask before. People tell m have a voice for radio potographyy worse than my best friend samanta.

00:00
Speaker 4
It's
Speaker 3
such a great opportunity. Have you here? Antony, when i asked you to do this, you had never been on a pod cask before. Have
Speaker 9
you done this kind of thing? I've
Speaker 1
never done this kind of thing. And n its all some thing. I'm only deeling it because it's a four of you. And i am usually very private, but i'm aan incredible voice. You
Speaker 9
know,
Speaker 2
tik, veryli very entait's er hraradio. It's like
Speaker 3
everybody you're listening. Omo lle brokn
Speaker 1
the polity. Aalherbt, i'm antonio grassio. People tell m have a voice for radio potographyy worse. Pretty well. Go.
Speaker 7
Ok guys. I'm samanta. Favorite besti is friedberg. M i run the factory automation team for a large semi conductor manufacturer in the united states. I'm really unimpressed with the innovation in industrial automation, and so im really interested to hear your thoughts on where you see the next disruptions in automation. Mant also, maybe a question for antonio, where do you see a the disruptor specifically, and how we get not only the technology, but the economies of scale for these really capital and tensive businesses in the us? This
Speaker 4
is your guid he answe ye for
Speaker 10
sir. And by the way, use tod talk about automasiondon want to mosertestye,
Speaker 1
meanwewewe know a lot of lanation. One of my partners is like a genius engineer in this area. And you're particular in the ship business, you sai r ye, so you know t s m c, basically took the man, this idea of outsortsof manufacturing assets that intel did with t s m see th beginning, that created that business and moved most of our high technology in ships offan, off shore, into taan, is like a terrible idea. And we, i think, as isad erin e industrial policy s country, i think we needd such a policy green chip manufacturing back. It's very important. And the problem you have in automation and chip manufacture, tickler, is, you know, when you think about where all the great engineers go to day their good automation, they're not going there because the'recapets. M c, so you have, you have a couple infil fabs till in the us. But we have to have some, i think actiors can require industrial policy to force people like intel m d to want to bring stuff back into the us. And to really get great talent to want to do do
Speaker 7
you think there's opportunities outside of greenfield models to kind of reinvigurate and unlock the capacity that we have in some of our older manufacturing here in the us? Yes,
Speaker 1
i do.

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