Archive

Dive into a collection of past posts and rediscover timeless content.

TSMC Eyes More than $265B in Dallas, Dallas Is Taiwan's New Tech Home

Oct 1, 2026

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3 min read

TSMC Eyes More than $265B in Dallas, Dallas Is Taiwan's New Tech Home

TSMC Considers Dallas as second US campus for more than $265B investment - Physical AI Signal Report — Special Edition

David Cao

The Factory Is the Weapon: Rearming America — from Austin to Silicon Valley with Physical AI and Unmanned Vehicles, and Capital

Sep 20, 2026

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7 min read

The Factory Is the Weapon: Rearming America — from Austin to Silicon Valley with Physical AI and Unmanned Vehicles, and Capital

Ukraine and the Middle East proved the point: America runs out of metal before it runs out of algorithms.

David Cao

Physical AI Signal Report — August 2026 - Funding, MA and Supply Chain

Sep 7, 2026

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6 min read

Physical AI Signal Report — August 2026 - Funding, MA and Supply Chain

Land · Ocean · Air · Space · Supply Chain

David Cao

Sep 2, 2026

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3 min read

Physical AI Newsletter is one year old, thank you!

Now also on Linkedin, X.com

David Cao

Behind A16z's $1.1B Hardware Shift - Silicon Valley Went Physical - From Robot Brain to Infrastructure

Aug 30, 2026

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2 min read

Behind A16z's $1.1B Hardware Shift - Silicon Valley Went Physical - From Robot Brain to Infrastructure

Fifteen years after "software is eating the world," Marc Andreessen's own firm just admitted atoms are eating software's margins.

David Cao

How to Build The $100B Spaceport at Starbase Louisiana — SpaceX's autonomy ambition with Autonomous Construction & Robotics

Aug 26, 2026

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7 min read

How to Build The $100B Spaceport at Starbase Louisiana — SpaceX's autonomy ambition with Autonomous Construction & Robotics

The largest ever ...

David Cao

The Supply Chain Shortage for UxV and Robots: Who Is Filling the Gap?

Aug 17, 2026

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6 min read

The Supply Chain Shortage for UxV and Robots: Who Is Filling the Gap?

Top 20 Components to Watch | New suppliers from Mexico, Taiwan, Japan, Korean | The VC and Entrepreneurs Angle

Nia Nexus Morales

The eVTOL Race to $100B: Joby & Archer's Buying Spree — Boeing Enters the Arena

Aug 12, 2026

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5 min read

The eVTOL Race to $100B: Joby & Archer's Buying Spree — Boeing Enters the Arena

Two deals, 24 hours apart — and a new blueprint for how eVTOL platforms earn a premium multiple

David Cao

The $500B Autonomy Bet: Turns AI Factories into Wall Street's Next Asset Class

Aug 11, 2026

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5 min read

The $500B Autonomy Bet: Turns AI Factories into Wall Street's Next Asset Class

Who is getting the $500 billion AI infrastructure capital put together by Nvidia together with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR?

David Cao

Autonomy Supplychain - Dec 3rd: From Factory Floor to Autonomous Fleet

Aug 6, 2026

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2 min read

Autonomy Supplychain - Dec 3rd: From Factory Floor to Autonomous Fleet

F50 Physical AI Summit — Austin 2026 | UxV and Supply Chain Report | Supply Chain As Service

Nia Nexus Morales

Archive

Dive into a collection of past posts and rediscover timeless content.

TSMC Eyes More than $265B in Dallas, Dallas Is Taiwan's New Tech Home

The Factory Is the Weapon: Rearming America — from Austin to Silicon Valley with Physical AI and Unmanned Vehicles, and Capital

Physical AI Signal Report — August 2026 - Funding, MA and Supply Chain

Physical AI Newsletter is one year old, thank you!

Behind A16z's $1.1B Hardware Shift - Silicon Valley Went Physical - From Robot Brain to Infrastructure

How to Build The $100B Spaceport at Starbase Louisiana — SpaceX's autonomy ambition with Autonomous Construction & Robotics

The Supply Chain Shortage for UxV and Robots: Who Is Filling the Gap?

The eVTOL Race to $100B: Joby & Archer's Buying Spree — Boeing Enters the Arena

The $500B Autonomy Bet: Turns AI Factories into Wall Street's Next Asset Class

Autonomy Supplychain - Dec 3rd: From Factory Floor to Autonomous Fleet

Physical AI Builders Newsletter Beta

Austin, Silicon Valley, Dallas
Sponsorship | Speaker

Archive

Dive into a collection of past posts and rediscover timeless content.

TSMC Eyes More than $265B in Dallas, Dallas Is Taiwan's New Tech Home

The Factory Is the Weapon: Rearming America — from Austin to Silicon Valley with Physical AI and Unmanned Vehicles, and Capital

Physical AI Signal Report — August 2026 - Funding, MA and Supply Chain

Physical AI Newsletter is one year old, thank you!

Behind A16z's $1.1B Hardware Shift - Silicon Valley Went Physical - From Robot Brain to Infrastructure

How to Build The $100B Spaceport at Starbase Louisiana — SpaceX's autonomy ambition with Autonomous Construction & Robotics

The Supply Chain Shortage for UxV and Robots: Who Is Filling the Gap?

The eVTOL Race to $100B: Joby & Archer's Buying Spree — Boeing Enters the Arena

The $500B Autonomy Bet: Turns AI Factories into Wall Street's Next Asset Class

Autonomy Supplychain - Dec 3rd: From Factory Floor to Autonomous Fleet

Physical AI Builders Newsletter Beta

Austin, Silicon Valley, DallasSponsorship | Speaker

Austin, Silicon Valley, Dallas
Sponsorship | Speaker