Charly Mwangi

@DavisKipchirch3 It’s not. Atoms need supply chains.

@charlythuo Hardware is just ad computable as software. In light of this, we are working on a vibe coding for hardware product

Just spent a week in China deep diving the general-purpose robotics ecosystem. Key takeaway: while we’re vibe-coding… China is vibe-manufacturing ! A few things that stood out: 1) China has cracked “vibe manufacturing” Startups are spinning up hardware like we spin up code. AGIBot (3 years old) has already built ~10,000 robots. 2) The entire stack is being built in parallel. Every serious robotics company is full-stack: hardware + controls + foundation models. 3) Data factories are real and massive. Hundreds to thousands of people teleoperating robots 24/7 to generate training data. In some cases, the government is literally buying robots, generating data, and selling it back to companies. 4) The supply chain is overwhelming. Foxconn, BYD, LYitech - everyone is plugged into the same dense, hyper-responsive manufacturing base. This is why iteration speed is so high. 5) Structural paradox: Labor is both tailwind and headwind. Cheap, abundant skilled labor powers the supply chain… But it also makes automation harder to justify domestically. → Weak ROI for robotics inside China → Strong incentive to export 6) Hardware is impressive. Intelligence is not (yet). Amazing kinematics—dancing, acrobatics. But limited ability to execute simple instructions reliably. 7) Everyone is moving up the stack Every major CM/ODM is building their own robots—humanoids + wheeled. Today’s suppliers will be tomorrow’s competitors. 8) Dexterity remains unsolved Lots of prototypes. Very few real demos. So what does this mean? Physical AI requires strength in both bits and atoms. Right now: China → dominates atoms (manufacturing, supply chain, scale) US → leads in bits (models, autonomy, software) We are dangerously behind in atoms. If we want to compete, incrementalism won’t cut it. We need to: - Build depth and breadth across the electro-mechanical supply chain - Scale CMs / ODMs / JDMs domestically - Move 100x faster, think 100x bigger on scaling manufacturing infrastructure Hats off to those doing their part to advance domestic manufacturing supply chain - @makematterco, @VulcanForms, @brightmachines, @thebotcompany @gs_ai_ , @MytraUS, @mind_robotics, @tesla_optimus, @atomic_inc, @Senra_Systems, @pathrobotics, @machinalabs_,@figure_robot, @HadrianInc , @agilityrobotics

@rsarver Open Source it

Excited to share that Eclipse has raised $1.3B across two new funds. Grateful to the founders who give us the privilege to build alongside them every day. That partnership is at the core of everything we do. In many ways, this still feels like day one. We remain focused on backing expectional founders building at the intersection of bits and atom. Onward!

I would like to offer to pay the salaries of TSA personnel during this funding impasse that is negatively affecting the lives of so many Americans at airports throughout the country

We’ve bled on multiple production lines…hardware is hard, but we love it!

Operating in stealth mode is almost always a mistake. Talk publicly about what you're building. You’ll build momentum, get real feedback, and someone will reach out with the other half of your idea you didn’t realize you were missing.

@travisk Congrats, TK !!!

Atoms. atoms.co/vision

Yesterday Mark Cuban reposted my work, DM'd me, and told me to keep telling my story. So here it is. I'm a Master Electrician. IBEW Local 369. 15 years pulling wire in Kentucky. Zero coding background. I didn't go to Stanford. I went to trade school. Every week I'd show up to a home where someone just bought a Tesla or a Rivian. And every time, someone had already told them they needed a $3,000-$5,000 panel upgrade to install a charger. 70% of the time? They didn't need it. The math is in the NEC — Section 220.82. Load calculations. But nobody was doing them for homeowners. Electricians upsell. Dealers don't know. And the homeowner just pays. I got angry enough to build something about it. I found @claudeai. No coding experience. I just started talking to it like I'd explain a job to an apprentice. "Here's how load calcs work. Here's the NEC code. Now help me build a tool that does this." 6 months later — @ChargeRight is live. Real software. Stripe payments. PDF reports. NEC 220.82 calculations automated. $12.99 instead of a $500 truck roll. I'm still pulling wire. I still take service calls. I wake up at 5:05 AM for work. But something shifted. Yesterday @vivilinsv published my story as Claude Builder Spotlight #1. Mark Cuban saw it. The Claude community showed up. And for the first time, I felt like this thing I built in my kitchen might actually matter. I'm not a tech founder. I'm a dad who wants to coach little league and be home for dinner. I just happened to build something that helps people. If you're in the trades and thinking about using AI — do it. The barrier isn't technical skill. It's believing you're allowed to try. EVchargeright.com

@HansDose_Does @stuffmfg Nice !

@charlythuo Me @stuffmfg

Everyone is building a software or AI layer for factories. Cool! Who is building the factories ?!!!

@pikkoloassembly Nice!

@charlythuo Oh! Right here. pikkoloassembly.com

@ertr64 @PathRobotics My first love in manufacturing was welding! My second industrial robots. You have both. Would love to visit!

@charlythuo @PathRobotics Come visit sometime, would be happy to show ya some cool stuff we have coming 👀

@DamirWallener Dude. Yes. But we can do it. Some of us have been doing it!

@charlythuo Dude. Come on. Building factories is *hard*.

@sendilpalani Those were legendary times. Honored to have built alongside you!

I'll never forget a late-night conversation with you in Fremont Factory during Model 3 Production Hell, when you responded to my cautious "How's it going?" with something along the lines of "I'm learning so much, they should be paying me". Was a canonical example of what I share above. And I recalled it at least a few times in the years that would follow, when I was feeling similarly. 😉

After seventeen incredible years, my latest chapter at Tesla has come to a close. Words won’t do justice to how fulfilling the experience has been, but I’ll try anyway: Tesla barely survived Christmas 2008. I started a few days later in our Finance team, under an ongoing “Tesla Deathwatch”. I slept under my desk in San Carlos, CA at least once, and I wasn’t the only one. There are many companies with hard-working and talented employees, but few have the level of commitment and collaboration of the Tesla team. In retrospect, this should have been an obvious predictor of the successes that would follow. This is as true today as it was in 2009. To my former Finance team: You are heroes within a company full of heroics, given the full-body workout that is your daily job. Take an Accounting or Finance textbook off the shelf and flip to a random page - Tesla is undoubtedly manifesting the underlying concept in the real world. From selling hardware and software under various business models, managing assets of all types (including digital ones), to pursuing continuous investment into an ambitious future throughout the world, you make the impossible look easy. To my colleagues across the rest of the company - I am grateful for the time that you have spent to educate me, including during my stints outside of the Finance team. You have started with one of Tesla’s strongest advantages - the strongest talent across engineering, manufacturing/operations, and customer-facing functions - and have turned it into an unstoppable force via your “one team” attitude. For me, late-night sessions on topics ranging from the physics of a brake rotor to the training of a neural network proved more valuable than any classroom experience that came before, and made the company stronger as a result. Going to work is not supposed to be this much fun. @elonmusk : A heartfelt thanks for your endless love of humanity, and for demonstrating the power of thinking from first principles at all times, about all things. When Abundance is achieved and money ceases to have meaning, these lessons will be the most valuable commodity in our economy. To the outside world, who may not have experienced the above first-hand: Remember that Tesla’s mission is so ambitious and complex that any narrative about the company is naturally an oversimplification. Seek the truth about the company at all times. And support it in any way that you can! There are few higher callings/better uses of your time.

@iam_smx *trillioniare

New Tesla Semi being built on the production line.

El Segundo in Q2 and Austin in Q3! See you all soon.

Planning an event: Factory Builders x AI/Software for Manufacturing Builders. The people who've actually built factories at scale meeting the people building AI/ Software for factories. No speeches. 30-40 people max. Which city first? vote + suggest invitees (Considering: SF, El Segundo, Austin, Boston)