Joined November 2025
55 Photos and videos
$27.6B went into robotics last year. πŸ€– The 6 people behind the money: β†’ Vinod Khosla Β· ~$15B β†’ Josh Wolfe Β· ~$7B β†’ Jeff Bezos Β· $400M $600M robot bets β†’ Peter Barrett Β· ~$1.2B β†’ Marc Andreessen Β· $15B β†’ Cathie Wood Β· ~$2.7B The robots have backers.
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The physical AI stack is forming fast. β†’ @Figure_robot AI: $39B β€” humanoid robots β†’ @SkildAI : $14B β€” the AI brain that runs any robot β†’ @BostonDynamics: ~$21–28B β€” 30 years of R&D β†’ @physical_int : $5.6B β€” general-purpose AI for robot control.
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$67B utility deal. Fusion at 75%. Robot beats human. The grid is being rebuilt. The machines are running. #FutureInvestments
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Where do opportunities still exist? β†’ Vertical-specific foundation models (surgical, agri, construction) β†’ Purpose-built industrial robotics β€” less crowded than humanoids β†’ The enabling layer: actuators, simulation β†’ Europe β€” deep industrial base, thin investor ecosystem
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Capital is moving into the physical world: Humanoid Γ— Schaeffler: 2,000 robots. 1M actuators. Mind Robotics: $1B in 6 months. $3.4B. Kleiner Perkins leads ICVP: 3rd blind patient implanted. Artificial vision. Zero failures Quantum Motion: $160M. Silicon chips.
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Physical AI and robotics: $27.6B raised in 2025. More than double 2024. But the market is splitting into two very different bets: β†’ Humanoid / general-purpose: broad market, longer timeline (2026–2030) β†’ Purpose-built / industrial: deploying at scale right now.
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This week in frontier tech: CFS enters PJM queue - first fusion company to get US grid connection @Figure_robot AI: 1 robot/hour at BotQ. 24x in 120 days Denmark freezes data center grid access. 60 GW queue vs 7 GW peak @QueraComputing : 2-to-1 qubit ratio. #FutureInvestments
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5 of the 6 biggest bets in the space economy point to one company. Coincidence? No. Conviction. $630B in the space economy today β†’ $1.8T by 2035.
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