Robotics VC bull case: Physical AI funding still below pre-ChatGPT levels, winners will win
Rewkang · x · 2026-11-11
Investor Rewkang pushes back on market fears about robotics/Physical AI. His chart (Crunchbase data) shows robotics VC funding still far below pre-ChatGPT AI levels, while frontier Physical AI models already exceed GPT-3.5-era capabilities. Key argument: software dev is only 2-3% of global labor yet drives half of Anthropic/OpenAI revenue; physical work is 50% of labor, implying a far bigger ceiling. Short-term corrections may slow weak funding rounds, but 'winners will win' — he cites the Great Depression, when a fifth of tractor-farm growth from 1920-1954 came in the 1930s. SpaceX and Anthropic IPOs should fuel downstream VC for years.
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