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US Re-Industrialization: AI Robots Over Cheap Labor
17 Dec
Summary
- Jiten Behl foresees a US re-industrialization wave driven by AI robots.
- He invests in mobility and industrial startups, including Rivian spinouts.
- Automation is crucial for US competitiveness without Chinese supply chains.
Jiten Behl, a partner at Eclipse Ventures and formerly Rivian's chief growth officer, predicts a major re-industrialization movement in the United States. He envisions factories powered by AI-driven robots, shifting away from the dependency on low-cost overseas labor. Behl's current focus involves investing in the next generation of industrial and mobility startups, notably two spinouts from Rivian: Also and Mind Robotics.
This strategic investment by Behl and Eclipse Ventures underscores a belief that the physical sector is ripe for the kind of transformative change experienced by the software industry a decade ago. The firm is backing companies poised to redefine manufacturing and logistics through technological innovation and automation.
Behl also discussed the necessity of automation for maintaining US economic competitiveness, particularly in light of global supply chain challenges. His insights, shared on TechCrunch's Equity podcast, highlight the evolving landscape of American industry and the critical role of advanced robotics in its future.
