SuperSeed explains why it backed All3, Rodion Shishkov and Slava Bocharov's company building homes from design to move-in with AI design, robotic timber manufacturing and an on-site assembly robot, in an industry whose productivity has fallen for fifty years.
- US construction is roughly 40% less productive than in 1970, while the rest of the economy has more than doubled output per worker.
- Construction is held back by bespoke projects, a fragmented subcontractor supply chain and no single actor with authority to integrate new technology.
- All3 acts as a single integrated operator, replacing the contracting layer rather than selling tools to incumbents, and uses an autonomous on-site assembly robot called Mantis.
- Its founders previously built Samokat, which the post describes as the only profitable dark store delivery network in the world, through skill in warehouse automation and robotics.
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.
Frequently Asked Questions
What does All3 do?
All3 takes residential construction from design through move-in as a single integrated operator. It combines AI-driven design, robotic manufacturing of structural timber components and an autonomous on-site assembly robot called Mantis.
Why has construction productivity declined?
According to the post, each project is bespoke, the supply chain is split across thousands of small subcontractors optimising locally, and new technology arrives in pieces with no one on site having the authority to integrate it.
Why did SuperSeed back the All3 team?
Rodion Shishkov and Slava Bocharov built Samokat into a profitable dark store delivery network through disciplined automation and robotics in warehouses, the same skill All3 depends on. Mads Jensen, who co-founded Sefaira to automate building design, says the technology is now ready to deliver ideas he chased then.