Alex Capecelatro

AI isn't just powering software. BrightAI just raised $51 million to automate inspection and other hardware-based AI capabilities. As Alexa von Tobel, co-founder of Inspired Capital put it: “So many people are so focused on the future of digital AI, but we’re excited about this new layer of AI: the physical world AI.” We are in the early innings of a series of AI-fueled innovations! https://lnkd.in/enhmafvH

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Biosphere raised millions from Founders Fund and Lowercarbon Capital to Unleash Industrial Biomanufacturing at scale. Biosphere's cofounder Arye Lipman joined our latest podcast to discuss: - what is biomanufacturing - how Biosphere's UV bioreactors are 10x better than traditional bioreactors - what America with 10x cheaper biomanufacturing looks like - can we grow a steak without a cow? - is biomanufacturing "woke climate" or American Dynamism? - how Biosphere is working with the DOD - MAGA's view on biomanufacturing - Consciousness, dolphins and the CIA Check it out!

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💰That thought that all funding is smashed and gone in these times? Read about LabStart's program and squash that misinformation. Funding, positivity, and progress are here- be part of it-jump in, cuz the water is warm (and needs conservation, but that's a different convo 💧😉 ) TL;DR: SNAPSHOT: LabStart empowers entrepreneurs—including first-time founders—to commercialize breakthrough climate technologies with: 💲 Up to $100K in funding for entrepreneurs 🚀 Access to frontier climate technologies 🔬 Expert mentorship and guidance 🌎 A community of climate innovators Applications close July 7, 2025. Learn more: https://lnkd.in/gSAg-KkU Tova Lobatz Kristy Drutman Jennifer Hanke Felix Antonio Padra Emily Alvarez Emily Chu Carolina Larrahona ImpactPHL Sustain SoCal Chloe Rowsell Rebecca Shirey Green Standards Waste Not Consulting Ashlee Baker, TRUE Advisor Tova Lobatz SOCAP Global The Ecology Center Jonathan Zaidman Eliza Baron Kriss Kokoefer Amit Sharma AQUATRAX USGBC California #ClimateInnovation #ClimateEntrepreneurship

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X-SENTRY raised seed funding to commercialize extreme-condition SMR sensors, begin domestic and global validation, expand into glovebox sensor markets, and target international growth. https://lnkd.in/g7zXXExz

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I’ve been working on the theory of why small, shippable factories are the perfect inversion to the centralized prefab factory model. It all collapsed into one line of math (credit to Gilles Retsin): Factory Efficiency = Usage × (Throughput × Product Value ) / ( CapEx + Deployment OpEx) The idea is that the closer you can drive Usage to 100 % while keeping the denominator tiny, the faster the flywheel spins.  A shippable microfactory tackles this by primarily focusing on a high Usage factor. Because the microfactory can be packed up afterwards and reused, its CapEx gets amortized over multiple projects, effectively raising its overall Usage across the year. If one project alone doesn’t fully occupy the factory, it can simply roll over to another job to maintain high Usage. Its CapEx is often an order of magnitude lower than a centralized factory (< $1M vs. $10-50M min), so the breakeven throughput is more achievable on a small pipeline of work. The real breakthrough here is portability. There is near-zero stranded capital and almost no idle time. To flesh this theory out, I wrote 3000 words on the topic for Brad Hargreaves and Thesis Driven. The article breaks down: - why “fixed factories, shipped goods” is being inverted to shipped factories, fixed goods - what a sub‑$1 M robotic cell does to CapEx per home versus a £45 M off‑site plant - early production/cost data on a shippable microfactory from Mollie Claypool, Gilles Retsin, Sam Baker and the Automated Architecture (AUAR) team - the hybrid reality of robots tackling the heavy structural components and human crews assembling faster and cheaper - technical constraints to pull this model off and future considerations on the optimal business model (own vs. rent) Major shoutout to Gilles Retsin for helping me pull this together. https://lnkd.in/eRTnbZPa

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What do creative technologists build? At Baukunst, we’ve spent the last few years answering that question in real time. We are a collective of builders — operators, designers, engineers, and investors — committed to advancing the art of building at the frontiers of technology and design. We lead pre-seed rounds with conviction, often as the first institutional capital a founder takes, and we invest deeply in the messy, magical early days of company creation. This deck is the portfolio behind that philosophy, or rather that portfolio that has grown up out of it. We have chosen to champion these companies, and they chosen to co-create with us. These are companies built by creative technologists, founders who think in systems, design for real people, and push beyond the familiar. 

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I’m lucky to work alongside colleagues like Richard Fruehauf, who constantly push my thinking. His latest piece unpacks why U.S. robotics and drone manufacturing faces uphill economics, and how public policy can help turn the tide. One key takeaway: 232 tariffs on robotics imports could help reset the economics that are holding back U.S. investment and production. It’s a sharp perspective on how policy can shape the future of advanced tech here at home. Well worth a read: https://lnkd.in/edMPTQPQ Richard Fruehauf, Robert J. Szczerba, Michael Lutzky, Edward Ovando, Karl Sanchack, Herman Herman, Jeff Legault, Phil English, Richard Fruehauf, Ryan Aument, Michael Guido, Sheila Fitzgerald Sterrett, David McCormick

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