Where the Physical AI Money Is Actually Going
Capital is flooding into brain-computer interfaces, humanoid platforms and AI infrastructure at once. The allocation pattern says investors are paying…
Author: Martin Kardzhilov
Martin Kardzhilov is co-founder and CEO of BrainLayer, where he leads the commercialization of NeuroAI into enterprise Physical AI. He has founded and exited multiple ventures and raised over $100M, including backing from a16z.
The Balance Sheet of a Learning Machine
Every financial model for humanoid robotics assumes the asset holds still. A robot whose policy changes with every update does…