#11: Aleh Kandrashou & Aleksandr Gampel - Building the Factory that Builds the Homes

First Principles with Christian Keil

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Episode 11: Cuby is creating the Factory that builds the Homes. These factories can generate 1 home per day, but instead of building the homes themselves, Cuby works with local operators who produce and sell the pre-fabricated homes.

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(00:00) - Intro

(00:28) - Cuby is Building the Factory That Builds Homes

(02:11) - Cuby Builds Better Tools for Home Builders

(04:39) - How Cuby's Mobile Micro Factories Enable Home Building with Less Skilled Labor

(07:06) - The Performance and Cost Advantages of Cuby's Approach

(09:54) - Who Normally Builds Homes - Developers, General Contractors, Subcontractors

(13:02) - How Cuby Replaces Skilled Labor with Unskilled Labor

(16:19) - Cuby's 3-Tiered Master Plan - From White Label Factories to an Iconic Brand

(19:56) - The Challenges of Explaining Cuby's Full Stack Approach

(21:14) - People - Who Works at Cuby's Job Sites vs. Traditional Construction

(25:48) - Process - Enabling Home Customization Within a Standardized System

(29:07) - How Software Guides Workers Through Simple, Repeatable Operations

(32:15) - Dynamically Generating Instructions and Tasks Based on the Home Design

(35:44) - Push vs. Pull and Just-in-Time Manufacturing Across Many Simultaneous Homes

(38:39) - The Advantages of Localized Manufacturing and Familiar Materials

(40:52) - Designing the Ideal Factory Process and Iterating Based on Real World Learnings

(44:28) - Using Data and Metrics to Constantly Improve Efficiency

(46:11) - Technology - Building Proprietary Machines and Tooling for Key Processes

(49:36) - Making vs. Buying Components Based on Customization, Cost and Warranty Factors

(52:17) - Why Cuby Believes 3D Printing is Not Yet the Solution for Home Building

(54:59) - Cuby's Technical Readiness Level and Roadmap

(57:06) - Expanding from Single Family Homes to Other Building Types

(59:13) - Strong Traction and Demand from the Housing Ecosystem

(01:02:19) - Scaling Production with a Mass Manufacturing "Papa Factory"

(01:04:10) - The Independent Nature of Each Factory Enables Efficient Scaling

(01:05:53) - Fundraising to Fuel Expansion and Transition to Debt Financing

(01:08:34) - The Climate Tech Angle and Economics as Sustainability Driver

(01:09:50) - Key Milestones for the Next Fundraise

(01:10:37) - Conclusion - Revolutionizing Home Building from the Ground Up

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Links:

• Christian Keil – https://twitter.com/pronounced_kyle
• Aleh Kandrashou - https://x.com/AKandrashou
• Aleksandr Gampel - https://x.com/agampel1
• Cuby - https://www.cubytechnologies.com/

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