For the past several months, my team at F50 Capital has been building something we kept calling "the report we wished had existed when we were forming our own thesis."
Today, the first wave of that work is available to anyone who subscribes at 50builders.ai/r.
The public preview is on f50.ai/r
And next week, the one I'm most proud of goes live: The State of Physical AI 2026 — a full annual intelligence report tracking the companies, capital, and infrastructure defining the next era of embodied intelligence. I'll be sharing more on that separately.
What each report includes
Every Future 50 sector report ships with two components:
The List — a curated Excel database you can actually work with. Filter it, sort it, use it in your own diligence.
The PDF Summary — a concise analyst brief on what the data means and why it matters right now.
Both files are free. Subscribers only.
Reports Download now or earlier week week)
Top Physical AI Investors
The firms and funds backing the embodied intelligence revolution.
Physical AI Startup Funding
Tracking where the money is moving across the sector.
M&A Transactions
The acquisitions and consolidations reshaping the landscape.
Top Ecosystems — Accelerators, Incubators & Labs
Regional and sector clusters driving physical AI forward.
Construction Robots
Machines transforming how the built environment gets made.
Agriculture Robots
Precision automation redefining food production at scale.
Mega Factories in the USA
The industrial-scale facilities powering the next manufacturing era.
Coming next week: The State of Physical AI 2026 — by David Cao. The definitive overview of where physical AI stands today. Subscribers get first access the moment it goes live. Read the preview →
Coming soon for paid subscribers: Advance Insights Reports — deeper analysis, proprietary scoring frameworks, and deal flow intelligence across every sector we cover.
How to get your downloads
1 Go to 50builders.ai/r — all available reports are listed there.
2 If you have not, Subscribe with your email. Free, takes 30 seconds.
3 Download the Excel list and PDF summary for any report you want. Both are included.
4 Watch for the State of Physical AI 2026 next week — you'll get a direct email the moment it's live.
Free for all subscribers. One login. Everything in one place.
If you're building in physical AI, investing in it, or trying to understand where it's going — these reports are a good place to start. And the flagship one drops next week.
More to come.