As another one of the most accomplished venture investors in this sector, Bilal gives us a masterclass on how he and Lux Capital look for new ways of solving hard problems with a focus on both business and technical risk. We dive into both why he feels the industrial ecosystem is in the midst of going through radical transformation and why the "timeline and magnitude" of an ultimate exit in this sector gets determined over time.  We even slip in a discussion about Elon moving from California to Texas!