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#11: Aleh Kandrashou & Aleksandr Gampel - Building the Factory that Builds the Homes
Manage episode 419674946 series 3554927
Today’s episode is brought to you by Strata. Elevate your enterprise identity with Strata today. Go to https://strata.io/firstprinciples to learn more!
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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
======
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/
======
Production and marketing by The Deep View (https://thedeepview.co). For inquiries about sponsoring the podcast, email team@firstprinciples.fm
======
Checkout the video version here → http://tinyurl.com/4fh497n9
🔔 Follow to stay updated with new uploads
17 episodes
Manage episode 419674946 series 3554927
Today’s episode is brought to you by Strata. Elevate your enterprise identity with Strata today. Go to https://strata.io/firstprinciples to learn more!
======
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.
======
(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
======
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/
======
Production and marketing by The Deep View (https://thedeepview.co). For inquiries about sponsoring the podcast, email team@firstprinciples.fm
======
Checkout the video version here → http://tinyurl.com/4fh497n9
🔔 Follow to stay updated with new uploads
17 episodes
All episodes
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