Simulator + lab-in-the-loop: VCs argue physical-world modeling is a trillion-dollar AI opportunity

shyamalanadkat · x · 2026-10-10

Investor Alok Vasudev argues that unlike bio, physical sciences/engineering already have powerful simulation infrastructure, making "simulator + lab in the loop" the paradigm — a very rich idea space.

Reposting it, Shyamal Anadkat adds that AI-led discovery can't stay bottlenecked by linear scaling of physical infrastructure; modeling physical world dynamics to exponentially speed up the inner loop of discovery is inevitable — a trillion-dollar opportunity.

Related event: Investor: Physics Science AI's Rich Vein Lies in Simulator + Lab-in-the-Loop(2 posts)→

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