Neil Joglekar

I’m thrilled to share Earthshot Ventures most recent investment, Unlimited Industries! Unlimited is an AI-native construction company that both designs and builds. Its platform can generate and evaluate hundreds of thousands of design configurations in parallel, automatically identifying optimal layouts for cost, safety, and performance before construction begins. Why did we invest? Solving a real need we know well: Over the last decade, we have worked with hundreds of companies that are ready to deploy their technology, but struggle with slow construction timelines and cost overruns. Unlimited makes it feasible for emerging infrastructure companies to bring projects to life reliably and efficiently. Massive market potential: The EPC market is ~$800B. While this entire market is not addressable from day one, early adopters will pave the way for the mass market, enabling massive possible scale over time. Exceptional team: The company is led by Alex Modon, a repeat founder and multidisciplinary engineer. To accelerate the company, Alex teamed up with Tara Viswanathan and Jordan Stern, who previously built and scaled Rupa Health as the founder/CEO and first teammate respectively, from zero to millions in revenue before its successful nine figure acquisition in 2024. Software is eating the world, and AI will eat engineering: Software engineering is increasingly being augmented and automated by AI, aided by large repositories of coding data like Github. Other engineering disciplines will be transformed over time as analogous data sets are compiled and software encodes the operating principles of the real world. Companies that can create proprietary datasets, like Unlimited’s burgeoning catalogue of projects, will gain defensibility through data moats. Lastly, since a good portion of my network here consists of founders who could be customers of Unlimited and their investors, I’d be remiss if I didn’t say - hit me up if you’d like to connect with Unlimited to deliver your next project on time, on budget! Welcome to the Earthshot portfolio, Unlimited!

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Even the most skeptical voices are starting to acknowledge the value of LLM generated code. Not as a replacement for deep expertise, but as a practical tool for acceleration, exploration, and iteration. When someone as famously disciplined about code quality as Linus Torvalds publicly acknowledges that AI generated code can be useful, it signals a shift worth paying attention to. The takeaway is not that AI writes better software than humans, but that good engineers are learning where and how these tools create leverage. https://lnkd.in/eFbNFqYN

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Last year’s Series A was a milestone, but it wasn’t a stopping point. As proof that we’ve only been moving faster than before, I’m excited to share that Numeric raised a $51M Series B, led by investors like IVP, Menlo Ventures, Founders Fund, and more. Over the past year, we've launched AI-powered flux analysis that accountants actually trust, built out cash management tooling, and worked with some of the best finance teams in the industry. This raise funds what’s next: more AI agent capabilities, building a strong finance data layer, and expanding the team. If you're interested in working on hard problems in finance infrastructure, let's talk. More on the round: https://lnkd.in/gvkWqiDx

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We just did a big analysis of Clay's 10,000 monthly support tickets. If you're running a support team, here's what you need to know: A few weeks ago, George Dilthey (Head of Support), went to Karan Parekh with a problem, "Hey, the org is growing really fast. We're hiring all these support people, but they still feel underwater. Help me figure out what's going on." The obvious answer? Hire more people. But candidly, we hadn't really studied the data yet. The thing we needed to know first was, how are we getting through ticket volumes? When are they coming in? What time of the day? From what geography? Then once we had that data, we had to go back to first principles: What is the actual point of support? Of course, I want to give our customers an excellent experience. I want it to be world-class. I want it to solve their problem quickly and expediently. But how would you define expediently? Is it zero wait-times? 10 minutes? 60 minutes? In this video, Karan and I break down: - The bimodal curve we discovered -- tickets aren't flat, there's a pattern you can plan for - Why Thursday-Friday have half the volume of Monday-Wednesday (and what we do with that capacity) - How to staff for sub-1 hour response times without having people idle most of the day - Our weekend coverage strategy (that doesn't burn people out and eliminates the Monday morning queue) - What our support team actually does during low-volume periods If your support team feels underwater, watch below 👇 PS I don't know why the team chose a thumbnail where my eyes are closed 🙈

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