SITUATION EXPLAINED: OpenAI's former research chief Bob McGrew just raised $232 million to bring AI to American factories. • The round values Arda at $1.5B, combining a $160M Series A co-led by Altimeter, Accel, and Khosla with a $72M seed • It's Claude Code or Cursor for manufacturing engineers: an AI agent that turns a product's CAD files into an assembly plan and station layout • Retraining a human for a design change takes a day, but updating factory automation takes 3 to 6 months • At…