INSIGHTS
The founders, engineers and investors in my circle build and back Deep Tech & Physical AI, and most of what I learn comes from arguing with them. Between July and September the arguments kept returning to the same questions: whether robots have enough data, which kind of model has the
FOUNDERS
Portfolio Update: 🚀🚀🚀 Positron AI Raises $875 Million at a $5 Billion Valuation to Bring Its Next-Generation Inference Silicon to Market/PRNewswire/ -- Positron AI, the AI inference hardware company built to make serving AI models dramatically cheaper and more energy efficient, today announced…Cision PR NewswirePositron AI Funding will support
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SAN FRANCISCO · JUN 3, 2026. Vision Lab, a startup founded by MIT and Stanford researchers, today announced the close of its $6M seed round, led by Race Capital, with continued participation from Y Combinator and new institutional backers including Foothill Ventures and 500 Global. The company provides real-world industrial
NEWS
February 12, 2026 · Quanting Xie, Tongzhou Liao, Yonatan Biskdrag to rotate · scroll to zoom TL;DR: Robot dexterity is stuck behind many unsolved problems. This post focuses on one that we think is underappreciated: the gearbox. High-ratio gearboxes break sim-to-real transfer, destroy force transparency, and are the
FOUNDERS
A conversation with Ben Bolte — AI & Robotics Engineer, formerly K-Scale Labs, now at OpenAI About the Speaker Ben Bolte is a roboticist and AI engineer who recently joined OpenAI. He previously founded and led K-Scale Labs, building open-source general-purpose humanoid robots for embodied intelligence. Before
FOUNDERS
Takeaways from Quanting Xie's presentation at CMU's Lab to Market, San Francisco — February 11, 2026 Increase a gear ratio by 100x and the reflected inertia increases by 10,000x. That single physics problem explains one of the biggest disconnects in robotics right now: we can build
FOUNDERS
I recently had a long, candid conversation with a robotics founder who’s deep in the trenches - not building flashy demos, but trying to get robots deployed in real industrial environments. No press releases. No humanoid hype. Just real customers, real contracts, and real headaches. The conversation stuck with me
FOUNDERS
In the ever-churning world of venture capital, it's easy to get caught up in the noise: the hype cycles, the fundraising frenzy, the relentless pursuit of the next unicorn. It is a rare and grounding experience to step away from that noise and sit down with a
FOUNDERS
As a founder, you're constantly navigating the fundraising landscape, balancing growth with the ever-present concern of dilution. When you're at the Series A stage, a new and powerful tool often enters the conversation: venture debt. But is it the right move for your company? This