Labor, demographics, technology and capital all align to make this the exact right moment for physical intelligence.
Every decade or two, structural shifts align to produce a generational platform company. This is one of those moments.
manufacturing workers retiring by 2030 in G7 alone — with no replacement cohort in sight.
real industrial labor cost increase in the last decade, accelerating nearshoring and reshoring waves.
price drop per kg payload since 2018 — arms, AMRs and grippers are now economically ubiquitous.
annual improvement in vision, language and motor models — compounding capabilities every 12 months.
committed to robotics & automation private markets in 2024–2026, searching for the intelligence layer.