Jim Brailean

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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SpaceX and Elon Musk are seeking to solve the impending AI data storage bottleneck problem by launching up to a million solar-powered satellites. They will be well-served to contact Lior Bar-Shalom of Arbell Energy LTD, whose revolutionary technology doubles the efficiency of current solar energy capture. Just this past week, Arbell - a recent graduate of CREATION-SPACE's Expand accelerator - won the Audience Choice Award at Israel Space Forum's IL Space Pitch 2026 in Tel Aviv. #solarenergy #Israelitech #startupnation #accesstospace #spacetech #ai #spacex #energyefficiency https://lnkd.in/eZJkaYC5

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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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DeepSeek-V3.2 is also available on Atlas Cloud now. We worked with SGLang to fix tool-use in non-streaming mode. The model now supports tool_call, tool_choice, response_format and reasoning. Price: $0.28/M Input & $0.4/M Output. Try it on Atlas Cloud: https://lnkd.in/gUb9i_B8

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