Being part of the Physical AI Revolution

After watching NVIDIA‘s investments, OpenAI‘s platform releases, SoftBank‘s acquisition of ABB Robotics, Figure AI‘s valuation (39B$), and the stream of new humanoid models arriving monthly, we came up with this: Physical AI is the next big thing.

SaaS startups continue to benefit from AI agents that automate daily tasks, industries deploy the same lame projects—AI chatbots for customer and employee engagement that are disconnected from the actual production cycle. None of them are fundamentally changing how things are made.

We have an opportunity to be part of a revolution going underneath. The tech companies that we mentioned above are looking for ways of making AI models arrive to our world, they are creating products, building massive teams and pouring billions to get the first spot.

However, deploying AI into legacy industries like manufacturing and energy is difficult, why? The industrial environment is rough, non-pleasant: there is no AC, no nice couch, no desk. But it turns out we’ve been preparing for this, and only a handful of teams have what’s needed: deep industry insight, strong technological talent, a clear vision, and the persistence to tackle these kinds of challenges. That is why we should focus on them and go out with a revolutionary product as other teams stay beside the court.

“AI will arrive to our world and i will change every production cycle, from product design to factory development, and we have a chance to be part of this process”.

This statement from above is not a commercial strategy. Is not meant to be static in a business canvas or a PowerPoint slide, this is a statement towards the future of the industry.

If you are reading this and thinking “we could make a ton of money”, first: you are right, second: the real opportunity is far greater. These technologies, combined, will reshape engineering itself. The robotic arms and humanoid figures we see in the media are just the shiny objects. The technology has no fixed shape yet—there’s no fully deployed solution, no proven model.

And that’s exactly why we should act now.

The laws of markets will be on our side. We’re looking at a incipient market: no leading companies, no accomplished solutions (no ChatGPT moment yet), and growing demand from US and European companies seeking efficient solutions to compete globally. There’s pressure to match Chinese manufacturing sophistication, and that pressure will only intensify.

Here’s where we can win: while big companies focus on creating models, we can build the middleware engine that trains and deploys those models on actuators while continuously collecting data to feed and improve the datasets they consume. If the model is the brain, we’re building the nervous system—the bidirectional infrastructure to make it interact with the environment.

That’s the gap. That’s where the opportunity lives. And we’re ready for it.

“A path is made by walking on it.”
― Chuang Tzu