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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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Production and marketing by The Deep View (https://thedeepview.co). For inquiries about sponsoring the podcast, email team@firstprinciples.fm

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