#101 All3
Robots building homes, with less carbon
Read time: 5 minutes
Hi, I’m Javi Gascón.
This is Climate Tech Distillery, a newsletter where I talk about one specific climate tech company every week.
Today we'll distill a company that uses AI, robots, and timber to build homes faster and with significantly less carbon emissions: All3 🇬🇧
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What Problem Does All3 Tackle❓
Construction is the world's largest industry, and one of the most polluting.
1. Hidden carbon: Buildings and construction account for 37% of global CO₂ emissions. Embodied carbon (the CO₂ locked into materials and construction processes before a building is even occupied) represents 50% of total lifecycle emissions for new buildings.
2. Concrete everywhere, timber nowhere: Timber stores CO₂ rather than emitting it. It's renewable, structurally proven, and certified for multi-storey construction since the 1990s. But building with it at scale is expensive and complex with traditional methods. The industry defaults to concrete, which is responsible for 7–8% of global CO₂ emissions.
3. A housing crisis: The EU is short 9.6 million homes. Germany needs 320,000 new apartments per year and in 2024, only 215,900 permits were issued, the lowest since 2010. Traditional construction can't close that gap.
4. Frozen productivity: Construction labour productivity has barely moved since 1970, while manufacturing has roughly tripled. The industry spends less than 1% of revenue on R&D. A building project in 2026 looks almost identical to one from 1976.
Product / Service 📦
All3 has rebuilt the entire construction workflow into three connected layers. The magic is that none of them works well without the others.
AI-driven design: All3’s platform generates fully custom buildings optimized for a specific plot, including the constrained urban brownfield sites where housing is most needed. It runs structural engineering, compliance, and lifecycle CO₂ analysis simultaneously.
Robotic timber factories: Components are fabricated off-site using certified structural timber composites. Timber stores CO₂ in every structure and cuts embodied carbon by up to 25% versus concrete. Factories are modular and can be set up in six months at single-digit million euros CAPEX cost.
Mantis: All3’s autonomous legged robot handles installation, fastening, finishing, and inspection on-site. It carries 100kg+, reaches 4 metres, and navigates stairs and tight urban plots. Components snap into place in under a minute, no skilled carpentry needed.
Why timber. Europe grows 1 billion m³ of wood annually but only harvests 600M m³, enough surplus to build over 80M m² of floor area per year. The supply exists. The missing piece was making it affordable to build with at scale.
The result: 100% custom buildings at the cost of standardised mass production. Up to 30% lower costs, up to 50% faster delivery, and up to 25% less embodied carbon than traditional concrete construction. Making eco-friendly construction scalable for the first time.
Market 🌐
Building construction is a $6.7 trillion global industry. EU sustainability regulations, certification requirements, and tightening embodied carbon limits are pushing developers toward certified timber construction.
Germany is the first market: acute housing shortage, strong timber culture (76% of Germans associate wood with comfort), and strict sustainability mandates. The longer-term model is to deploy compact, fast-to-build factories across Europe.
Other Key Players
ICON 🇺🇸: Builds residential structures using concrete 3D printing. Strong traction in the US. Focused on low-rise buildings.
011h 🇪🇸: Engineered wood and prefab components with a digital platform. Software-first, no on-site robotics.
Mighty Buildings 🇺🇸: 3D-printed, robotically assembled homes targeting carbon neutrality by 2028. Low-rise residential in the US.
All3's the only one combining AI design, off-site robotic fabrication, and on-site autonomous assembly into one fully integrated stack, at multi-story, multi-family scale, in timber.
Founding Story 🦄
Rodion Shishkov and Slava Bocharov co-founded Samokat, which became Russia's largest rapid grocery delivery platform and sold for $1.5 billion in 2020. The playbook: total vertical integration, industrial automation, scale fast.
In 2023 they turned that same logic toward construction. Shishkov brought a background in industrial robotics and he also founded TRA Robotics, later acquired by Arrival. Bocharov brought operational scaling experience from building Samokat's infrastructure across hundreds of dark stores. Both saw a $6.7 trillion sector that had resisted the same transformation that had already hit logistics and retail.
They seeded All3 with $30M of their own capital, built a pilot factory in Belgrade (Serbia), and spent two years in stealth. The company emerged publicly in mid-2025 with around 100 people and offices in London, Berlin, Milan, and Zug.
They just raised a $25M seed round in April 2026 and their first commercial deployments are scheduled for 2026 in Germany. They will then expand into other European markets. They’ve raised $55M in total to date.
Top Impact Stats 📈
1. Projects cost up to 30% less and are delivered up to 50% faster, compressing a typical three-year cycle to under one year.
2. 95% automated factories. Hybrid timber structures cut substructure costs by 21% and composite slabs reduce material consumption by 50% versus standard equivalents.
3. Their AI design platform has already processed over 100,000 sqm of residential projects.
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