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Now is the best time to build and invest in Physical AI

Çağla Kaymaz·Nov 2026·1 min read

Sharing our investment thesis on Physical AI as the next frontier. Reach out if it resonates.

1/ The race to become the ‘Anthropic of robotics” has begun

What about models for the physical world?

2/ Primer on how different types of models work

How these models work

3/ Robot foundation models are starting to generalize

Robot foundation models are starting to generalize

4/ However, we are still far from general robot intelligence we can reliably deploy

Far from general intelligence we can reliably deploy

5/ The physical world doesn’t scale like software so the ChatGPT moment will take much longer

The physical world doesn’t scale like software

6/ Now is the best time to build and invest in physical AI.

Now is the best time to build and invest in physical AI

We see opportunities for startups that accelerate development and deployment of robotics as well as vertical autonomy companies that can deploy sooner and build a data flywheel.

If you are working on any of these areas, let's chat!

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