Venture Capital · Physical AI

The Hard Stack

Where software meets steel.

Selected essays

Writing

Venture CapitalMay 6, 2026

The Physical AI Stack: Understanding the Full Opportunity

Physical AI is not just robotics with better software. It's a complete reimagining of how machines interact with the physical world — from perception and manipulation to long-horizon reasoning. Here's how I map the opportunity across the stack.

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TechnologyMay 2026

Why Foundation Models for Robots Are Different

The lessons from large language models don't transfer cleanly to embodied systems. Here's what actually matters.

IndustryMay 2026

Industrial Automation at the Tipping Point

After decades of slow adoption, industrial robotics is finally ready to scale — driven by cost curves and AI capability.

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.