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In this interview from theCUBE + NYSE Wired: F1 Capital Factory 26 2026 in Austin, Texas, Jude Akpunku, senior associate at Marlinspike Partners, joins theCUBE's John Furrier to discuss the generational shift driving investment in physical AI and dual-use defense technology. Akpunku explains why Texas has emerged as a manufacturing hub for hardware-based startups, citing portfolio companies such as Foundry Robotics and Layup Manufacturing that are building automated factory floors from the ground up. He highlights how the convergence of AI tooling and renewed industrial ambition is enabling a new generation of builders to tackle manufacturing bottlenecks that have long constrained scale. The conversation also explores how Texas combines capital, talent and cultural support for defense-oriented founders, with Akpunku describing a new wave of private investment stepping in to rebuild the nation's industrial base. He details Marlinspike's dual-use investment thesis, which backs companies serving both commercial and government customers, including JetZero's blended-wing aircraft designed to cut fuel costs by 50%. Akpunku also addresses the blurring line between government and private enterprise, noting how founders are motivated by national security as much as returns. From supply chain self-sufficiency to the velocity of change visible in autonomous vehicles on Austin's streets, Akpunku outlines why manufacturing capacity, not just innovation, will determine the winners of the physical AI era. Find more SiliconANGLE news and analysis https://siliconangle.com/ Follow theCUBE's wall-to-wall event coverage https://siliconangle.com/events/ Learn about the latest theCUBE events https://www.thecube.net/ 00:00 - Investing in Austin's Defense and Physical AI 02:32 - Integrating AI and Robotics in Manufacturing 05:01 - Texas Manufacturing Growth and Defense Investment 07:44 - Defense Supply Chains and Public-Private Partnerships 13:33 - Investing in Dual-Use Robotics and Manufacturing #theCUBE #F1CapitalFactory #theCUBEresearch #NYSEWired #MarlinspikePartners #DefenseTech #PhysicalAI

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