Medha Agarwal · 9 September 2026 · Industry Analysis

From Models to Machines: The Physical AI Market Map

Medha Agarwal, GP @ Defy

A VC framework decomposing the Physical AI market across horizontal layers (models, data/simulation, inference/ops, full-stack platforms) and twelve verticals, mapping 250+ companies as labor shortages, generalization capabilities, and infrastructure maturity converge to unlock automation of complex real-world tasks.

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Topics: AI (Horizontal) · Robotics · Manufacturing & Industrials

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