Digital AI automates cognitive work — a ~$6T opportunity. Physical AI goes after everything done with hands and machines: ~$40T. The biggest technology transition in modern history is 7x larger than the one we're living through now.
It's been a hot robot summer 🤖 Robots can now drive cars, fold laundry, and cable data centers. But the gap between 95% and 99.9% task success is the gap between a demo and a business. Our take on physical AI, and where the $40T market gets won