A machine isn’t equipment. It’s a revenue stream with a sensor stack.
That’s the core insight behind the next phase of physical AI
The robots are here
The demand is here
The capital is here
What’s missing are the rails that connect productive machines to scalable finance
BMW, Figure, Tesla, Amazon, K-Scale — the pattern is becoming impossible to ignore
Here’s peaq’s CBO
@MartinElKhouri breaking down the financing gap that holds back the Machine Economy: