VC experts on why Physical AI funding is heating up | E2333

Physical AI companies now have raised almost 50 billion in venture funding wait for it in the first half of 2026, up 80% from 2025. Six months of this year outraged 2022, 2023, and 2024 combined. Jensen very famously predicted that every industrial company will become a robotics company. Ten years ago, the smartest engineer I met, they they wanted to work on ads. Today That engineer, she wants to build rocket engines in Moses Lake, Washington. They just told us don't do hardware. It'll they'll run out of money. There's no margin, the Chinese will just copy it. 450 deals and 45 billion dollars in physical AI.

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And use the code twist. All right, everybody, welcome back to This Week in Startups. It's our VC round table. We call it This Week in VC. I'm getting very creative with the names around here. We got this week in startups in year 17, this week in venture capital, this week in AI, new offerings, trying to tighten those up with round tables with great guests who are actually doing those jobs. Something happened in media. I started my career in zines and magazines and then I did weblog zinc. And then I did podcasting. And along that journey.

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