Eugene Wan

🤓 + 🤔 | Helping founders transform foundational industries @constructcap.

[Eugene Wan @eugenewan]

As if 2026 couldn't get any worse. https://t.co/daGIypoMg8

[Eugene Wan @eugenewan]

Launched on YC demo day.

[United Airlines @united]

The entire row is alllllll yours.

Welcome to United Relax Row, three adjacent United Economy seats with adjustable leg rests that can each be raised or lowered to create a cozy lie-flat space for stretching out...

You'll also get a mattress pad, blanket and two pillows. If you’re traveling with kids, a plushie too! United Relax Row will be available starting next year on more than 200 of our 787s and 777s, each with up to 12 of these brand-new rows.

https://t.co/bzHodhQ5Y8

[Eugene Wan @eugenewan]

Remarkable what can be accomplished in a short period of time with clarity of mission and disciplined execution. See you down in Alabama!

[Hadrian @HadrianInc]

We've been working to bring something big to The Shoals, and now, it's time. On March 20th, we'll be launching our newest facility - Factory 4 - in Alabama.

Expect:
• 2.25M sq ft of manufacturing
• 1,000+ jobs created
• $2B in Private/Public investment
• Remarks from @SenKatieBritt, @SenTuberville, @RepMikeRogersAL, @Robert_Aderholt and other senior officials
• A private concert from our favorite rock band of all time, local BBQ, and the best entertainment Alabama has to offer

Building for America is worth celebrating. Apply for an invite here, spots limited → https://t.co/NU2vZ0vVKW

[Hadrian @HadrianInc]

We've been working to bring something big to The Shoals, and now, it's time. On March 20th, we'll be launching our newest facility - Factory 4 - in Alabama.

Expect:
• 2.25M sq ft of manufacturing
• 1,000+ jobs created
• $2B in Private/Public investment
• Remarks from @SenKatieBritt, @SenTuberville, @RepMikeRogersAL, @Robert_Aderholt and other senior officials
• A private concert from our favorite rock band of all time, local BBQ, and the best entertainment Alabama has to offer

Building for America is worth celebrating. Apply for an invite here, spots limited → https://t.co/NU2vZ0vVKW

[Mitchell Nahmias @MitchsBrew]

The reaction to this article has been wild. The TLDR is that it paints a scary and seemingly plausible picture of a world where AI automation attacks the very consumers that hold the economy afloat. But as someone who’s in the space of leveraging AI tools to dramatically speed up engineering design (specifically chip design), I also think it’s wrong.

First, here’s what I agree with:
- We can do more with less. Using AI tools & infrastructure, a small team of highly talented engineers could do the work of massive teams. I don’t think it’s unreasonable that any given engineer would have their effective productivity multiplied by >10x.
- A lot of people, if they don’t adapt quickly enough, will be out of a job. These tools are so dramatically more effective than previous tools (even in domains that are not purely software engineering), they will essentially obviate the tools and workflows of a previous generation.

Here’s what I don’t agree with: this won’t mean we somehow have “fewer jobs.”
- For one, we need humans. AIs are bad at handling weird edge cases. And this limitation is pretty inherent to the AI training process today. We haven’t solved continuous learning, nor have we found a way to make them any more efficient at learning. The gap is large - humans are orders of magnitude more efficient learners than AIs per unit of data.
- Secondly, this won’t shrink markets…it will expand them. A classic case of Jevons’ paradox. There are clear market opportunities (and I can speak for our space, in particular) that currently don’t exist, because they are bottlenecked by engineering time. In particular, lots of companies *wish* that they could build custom analog and mixed signal chips, but can’t because they require 10-30 person teams and 1-2 years of design effort.

A good historical analogy here is digital design. Not many people fully realize that this is an area that has already been automated by traditional algorithms, and that has been true for 30+ years. So what happened there? Previously, huge teams of engineers designed digital chips by hand. Then, a new team of digital design engineers using Verilog compilers could build massive designs with just a few lines of code, and completely displaced the previous generation.

But what was the impact? Now, far more complex things were possible to design with far fewer engineers. But demand for engineers grew, because such complex designs were now increasingly useful, and someone had to build them.That ultimately became the genesis for the digital chip industry, which then created the software industry and now the AI industry we see today.

I really liked the article. I thought it was well written and the world it painted was almost plausible. But as long as humans are needed to cover the edge cases, AI automation is not so different from automation technologies of the past. I suspect that it will open up brand new market opportunities that weren’t even conceptually possible in an era when code was written by hand.

[Eugene Wan @eugenewan]

Shocked VC firms haven't rebranded their investment team as "Members of the Investment Staff" and operating partners as "Forward Deployed Investors".

[Eugene Wan @eugenewan]

Aerospace supply chains are one of the most fragile parts of America’s industrial stack.

Great to see @jaimalik and @AmcaInc rebuilding this layer with real operational horsepower.

[Jai Malik @jaimalik]

Exciting news: Aerospace Control Products, a manufacturer for Boeing, Airbus, and defense programs for 45 years, is joining @AmcaInc.

This is our third acquisition since we launched earlier this year and another step forward for our team.

With it, we grow to 100+ people, add our first factory outside California, and expand our capacity to ship new hydraulic components for both old and new aircraft.

I started Amca because I believed our country's aerospace and defense manufacturing base was fragile. Everything I've learned since then suggests it's even weaker than it looked. Our near-term goal is to reduce our customers' supply chain risk, so they can field new manned and unmanned systems at a speed we haven't seen in decades.

[Eugene Wan @eugenewan]

“Amateurs talk strategy, professionals talk logistics." @SecWar gets it: @HadrianInc is rebuilding the backbone of the defense industrial base — and @2112Power and team are the professionals doing it at speed.

[Chris Power @2112Power]

Full, unedited @SecWar speech at @HadrianInc.

SW Hegseth gets it - we will out manufacture and out scale our adversaries. Industrial Power is National Power - and we are proud, every day, to lead the charge to Reindustrialize America.

Peace through Strength.

[Eugene Wan @eugenewan]

So you *can* bootstrap an AI company.

[Sawyer Merritt @SawyerMerritt]

NEWS: Jeff Bezos has created a new AI startup where he will be Co-CEO.

It's called Project Prometheus and has received $6.2B in funding, some from Bezos himself. The startup is going to build AI products for engineering and manufacturing in fields like computers, aerospace and automobiles.

The company already has almost 100 staff, including researchers from Meta, OpenAI and Google DeepMind.

[Eugene Wan @eugenewan]

Abundance-pilled

[Eugene Wan @eugenewan]

This is what ambition in the *right* direction looks like.

[Jan Sramek 🇺🇲 🌁 ⛰️ @jansramek]

1/ It's time to bring back "designed in California, made in California.”

Today, at @reindsummit, @ashleevance and I introduced Solano Foundry, the largest advanced manufacturing park in America, an hour north of Silicon Valley. Built by @CAForever with @JLL. 🧵

[Jan Sramek 🇺🇲 🌁 ⛰️ @jansramek]

1/ It's time to bring back "designed in California, made in California.”

Today, at @reindsummit, @ashleevance and I introduced Solano Foundry, the largest advanced manufacturing park in America, an hour north of Silicon Valley. Built by @CAForever with @JLL. 🧵

[Eugene Wan @eugenewan]

Production is the deterrent. The team at @HadrianInc and @2112Power continue to execute on the mission and business.

[Chris Power @2112Power]

Hadrian is announcing a $260m Series C lead by @foundersfund + @Lux_Capital + @MorganStanley for (Factory Expansion financing). We're also welcoming new investors @altimeter, @1789Capital + investments from existing investors @a16z, @constructcap, @137ventures and many others.

This capital will be deployed to help our customers and the DOD manufacture faster, at scale, and onshore with @HadrianInc - creating millions of new, advanced manufacturing jobs over the coming decade.

We're announcing:

Factory 3 (4x the scale of Factory 2 for machining) in Arizona, online by Christmas 2025;

Factories as a Service for parts, assemblies and products driven by DOD and Customer demand, and our entry into Welding, Casting, Additive and other manufacturing domains.

Dedicated divisions for Maritime and Munitions to meet the scale and speed needed to reclaim our birthright as the industrial superpower of the world;

And... 500k sqft of new R&D and HQ Space to enable rapid capability expansion.

[Jai Malik @jaimalik]

I forgot to mention something important: we're hiring.

If you have an engineering background and want to run a factory or design new aerospace products, my DMs are open. We are not solving easy problems, but you are a part of the future at Amca.

[Eugene Wan @eugenewan]

The work continues! A fresh $300m to back founders transforming foundational industries.

If you're a bringing modern technology to staid spaces like manufacturing, logistics and transportation, and critical infrastructure, I'd love to hear from you!

[Construct Capital @constructcap]

Announcing Fund III: $300M of new capital to continue backing the most ambitious founders building in our most foundational industries.

https://t.co/caWtCi4RWy

[Eugene Wan @eugenewan]

This is black magic. And this black magic is available to you at https://t.co/QpWWLxlSDw

[Sam D'Amico @sdamico]

Actually insane that if you can temperature control a stove, you can hold a pan at constant leidenfrost temperature and make regular stainless steel nonstick WITHOUT oil.

[Sam D'Amico @sdamico]

If you or one of your friends want an @ImpulseLabs_ stove ... it's a good time to order.

We're in the last day of a sale (and new orders ship pretty soon -- Q1)

Also have a bit of an engineering update...

[Eugene Wan @eugenewan]

@awwstn I’d love to try Howie out! And would love an invite code!

[Eugene Wan @eugenewan]

Remarkably unremarkable.

[Eugene Wan @eugenewan]

It is remarkable the amount of technology and customer-oriented features @sdamico and the @ImpulseLabs_ team have *cooked up* for the product.

[Sam D'Amico @sdamico]

when the team’s monomaniacal focus on latency and performance gets applied to … a stove