My First Bet on the Physical AI Wave

The first phase of AI was about compute, models, and digital infrastructure.

I think the next phase will increasingly move into the physical world.

As AI moves from pure software into real-world applications, a different set of companies should start to matter.

These are not necessarily the companies building the models themselves, but the ones providing the infrastructure, tools, and enabling layers that allow AI to be deployed outside controlled digital environments.

If the next decade of AI is increasingly about connecting intelligence to the physical world, I think this company gives me an interesting way to express that view.

I’ve raised 16% cash in the past month to deploy opportunistically in certain opportunities, and I believe this may be one of the more important thematic bets in my portfolio.

In this article, I’ll cover the business and share why I am starting a position now.

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