I really enjoyed this framing of “the physical world fights back” vis-à-vis AI. It really underscores that the next wave of AI value isn’t another chat interface but pushing intelligence into messy, constrained real‑world environments where latency, power, and uncertainty actually matter. The global spread of smaller, earlier checks plus all these deeply specific, non-obvious use cases makes this feel less like a hype spike and more like an actual build‑out of a new industrial layer.
I really enjoyed this framing of “the physical world fights back” vis-à-vis AI. It really underscores that the next wave of AI value isn’t another chat interface but pushing intelligence into messy, constrained real‑world environments where latency, power, and uncertainty actually matter. The global spread of smaller, earlier checks plus all these deeply specific, non-obvious use cases makes this feel less like a hype spike and more like an actual build‑out of a new industrial layer.
The interesting tension now is this.
Are we at the beginning of an AI hardware cycle, or are these early bets before the economics of manufacturing bite back?
I love this format, more fluid