“We've got investments in Physical Intelligence, Dyna Robotics, Skild”
Source→“Physical Intelligence (Pi) cited as a research-oriented robotics lab”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.
“The lower the trough, the more you need to cultivate your mind.”
Source→“Product research differs from traditional research... within the boundaries of research I have guardrails.”
Source→“Dyna-1... we were the first company to show a commercializable demo... folding napkins, 24 hours, 99%+ success rate.”
Source→“Generalist Named alongside Pi as a research-oriented robotics company.”
Source→“Dyna-2, which 'scales a world-action model over a million hours of human and robot video'”
Source→“D-Robotics leads with $400M for robot infrastructure.”
“Capital is moving beyond model-layer bets toward the 'picks and shovels' of AI—chips, sensors, robotics, and industrial hardware that support real-world deployment.”