The largest opportunity in business right now is bringing AI into the physical world. AI has remade the software industry in just a few years. The same shift hasn’t yet reached the places where most of the world’s capital actually sits: factories, warehouses, fleets, and building sites. The companies that close that gap will be the largest businesses of the next decade. That is the thesis SuperSeed is built on.

No sector shows the opportunity more sharply than construction. For fifty years, almost every major industry has compounded productivity through technology. Construction has gone the other way. US construction is roughly 40% less productive today than it was in 1970, while the rest of the economy has more than doubled output per worker.

The reasons are familiar. Each project is bespoke. The supply chain is fragmented across thousands of small subcontractors, each with its own margin and its own incentive to optimise locally rather than globally. New technology arrives in pieces, and no actor on a building site has the authority to integrate it. I know this terrain personally. Seventeen years ago I co-founded Sefaira to automate the design of better buildings. Many of the ideas All3 is now executing on were ones we were chasing then. Now the technology is finally ready to bring the vision to life.

The hard question is the team. When I first heard what Rodion Shishkov and Slava Bocharov were attempting at All3, the audacity of the ambition daunted me. I was sceptical anyone could pull it off. Then I met them. At Samokat they built the only profitable dark store delivery network in the world, while every well-funded competitor burned through their cash. The edge was their exceptional skill at automation and robotics inside the warehouses, applied with discipline. The same skill drives All3. If anyone can crack construction, they can.

All3 takes residential construction from design through move-in as a single integrated operator: AI-driven design, robotic manufacturing of structural timber components, and an autonomous on-site assembly robot called Mantis. Rather than sell tools to incumbents, they replace the contracting layer entirely. Their first construction projects are now under way.

Construction’s productivity line has bent the wrong way for fifty years. We think Rodion and Slava are the team that bends it back. That’s why we are excited to back them in their new investment round.