Billion-dollar Physical AI startups are coming, and most won't build their own hardware or models
Scobleizer · x · 2026-11-09
Amit Ezer (retweeted by Scobleizer) predicts an explosion of billion-dollar Physical AI startups — and most won't build their own hardware or foundation models.
- The playbook: buy existing robot hardware, take a robotics foundation model, post-train it for a specific task, deploy.
- Target verticals: construction, agriculture, manufacturing, and beyond.
- As hardware gets cheaper and foundation models improve, the barrier to building a robotics company is dropping dramatically.
His bet: the real opportunity isn't building the next robot or model, but figuring out what to do with them.
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