Venture Capital · Physical AI

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Physical AIIndustrial RoboticsVenture CapitalEdge ComputingEmbodied IntelligenceFoundation ModelsCustom SiliconSynthetic DataReal-Time ControlActuators & DrivesHuman-Robot CollaborationThe Hard StackPhysical AIIndustrial RoboticsVenture CapitalEdge ComputingEmbodied IntelligenceFoundation ModelsCustom SiliconSynthetic DataReal-Time ControlActuators & DrivesHuman-Robot CollaborationThe Hard Stack

Selected articles

Writing

All articles

Industrial robot arm in an automated manufacturing facility

Technology

June 8, 20267 min read

The Data Flywheel Is Real. The Deployment Gap Is Realer.

Over $2 billion flowed into industrial robotics in the first half of 2026 alone — yet 90% of U.S. factories still run without a single robot. The capital is not the constraint.

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Technology

June 1, 20267 min read

The Pentagon Is Buying a New Defense Stack

Three software-native defense startups are now valued higher than most traditional prime subsidiaries — and they're winning contracts the primes weren't positioned to compete for.

Abstract AI neural network visualization representing foundation models

Technology

May 27, 202611 min read

Why Foundation Models for Robots Are Different

The lessons from large language models don't transfer cleanly to embodied systems. Action spaces, physical grounding, and the sim-to-real gap make robot foundation models a fundamentally harder problem — and a more interesting one.

Where I spend my time

Research Focus

GFM / World Models

Large-scale models for physical reasoning, perception, and multi-task robotic control.

Consumer Robotics

Home and personal robots that operate in unstructured human environments.

Autonomous Vehicles

Self-driving systems from passenger cars to last-mile delivery and logistics.

Industrial Robotics

Factory, warehouse, agriculture, and construction automation at scale.

Robotics Infrastructure

Simulation, synthetic data, compute, and tooling that the whole stack runs on.

Edge Computing

On-device inference, embedded AI, and latency-critical processing for physical systems.