Turner Novak
Bilal Zuberi, who left Lux Capital's $7B to start Red Glass Ventures, argues that physical AI's real value accrues at the deployment layer—actually putting robots in fields—not in models or infrastructure, and that founders must combine missionary conviction with hard-nosed commerciality to win.
Read the full post on Turner Novak ↗
Topics: AI (Horizontal) · Robotics · Defense & Aerospace
Published by Turner Novak · their site ↗
SandHill indexes 800+ venture capital blogs and newsletters and sends the best of them every Sunday. Browse the sources · browse by topic · read the blog.
Suggest a blog or newsletter for the SandHill index. We track the RSS feed and feature the best pieces in the weekly digest.
The latest theses & analyses from 800+ venture investors, curated into one email. Join 5,000+ investors, founders and LPs.