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This Week in Startups / episode intelligence

VC experts on why Physical AI funding is heating up | E2333

2 Sept 2026 3 published claims 0 attributable people
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prediction 2belief 1

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01 / prediction

Um, but I'm very excited about this possibility of people taking the open source stuff and then um building their own verticalized language models. And I think 11 Labs, Lovable are starting to realize, hey, backing up the Brinks truck and giving tens of millions of dollars, if not hundreds of millions of dollars, to Frontier Labs and then giving those tokens to our users in a wrapper to provide a service is really dangerous.

“Um, but I'm very excited about this possibility of people taking the open source stuff and then um building their own verticalized language models. And I think 11 Labs, Lovable are starting to realize, hey, backing up the Brinks truck and giving tens of millions of dollars, if not hundreds of millions of dollars, to Frontier Labs and then giving those tokens to our users in a wrapper to provide a service is really dangerous.”
Speaker
Not verified from transcript
Publisher
This Week in Startups

02 / prediction

If I believe for example that um you know there's going to be this entirely new race um within the stars and for humanity like I can say okay great um or or AI for example if we believe that AI is inevitable um how does the world work well I know that I don't want to be downstream of a lab for example I know for a fact I don't want to be downstream of a lab I want to be uh investing where the labs are reliant on me right I need to be their their supplier for something and so I think a lot about supply chain I think a lot about um being upstream so that that there's reliance not just from a revenue standpoint but also a learning standpoint because that is how you get your best data is talking to customers.

“If I believe for example that um you know there's going to be this entirely new race um within the stars and for humanity like I can say okay great um or or AI for example if we believe that AI is inevitable um how does the world work well I know that I don't want to be downstream of a lab for example I know for a fact I don't want to be downstream of a lab I want to be uh investing where the labs are reliant on me right I need to be their their supplier for something and so I think a lot about supply chain I think a lot about um being upstream so that that there's reliance not just from a revenue standpoint but also a learning standpoint because that is how you get your best data is talking to customers.”
Speaker
Not verified from transcript
Publisher
This Week in Startups

03 / belief

I think you know I I've lived in San Francisco for for nearly 25 years and and this idea that you know San Francisco is back and everyone's coming and everyone's signing leases again.

“I think you know I I've lived in San Francisco for for nearly 25 years and and this idea that you know San Francisco is back and everyone's coming and everyone's signing leases again.”
Speaker
Not verified from transcript
Publisher
This Week in Startups
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