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Featured: The Revolution Is Inside the Factory

Benjamin Krall on what AGP found inside Lark Electric: crews already embedded in operating plants, the aging buildings and labor shortage standing between AI capital and the factory floor, and the new Industrial Automation & Physical AI division built to close that gap.

Memo · September 2026

The Revolution Is Inside the Factory

We bought a profitable 60-year-old electrical contractor to ride the AI buildout. We got something much bigger — why the next industrial revolution will be installed and maintained by trained crews already inside the plant.

PDF Read the memo

From Benjamin J. Krall, Founder & Managing Partner

Memos and analysis on infrastructure, capital allocation, and the operating layer behind America's grid.

From Grant E. Stark, Co-Founder & CEO

Published with the Beacon Center of Tennessee, where Grant serves as Entrepreneur in Residence for Energy.

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