Webinar Replay: The Rise of Physical AI
Thank you to everyone who joined us for July’s webinar, where we explored the next wave of AI in the physical world, the shift from large language models to world models, and discussed why we believe this evolution presents a compelling investment opportunity.
For those who were not able to attend, we’ve provided a replay link and passcode below.
Passcode: InvestX&AI2026
Topics Discussed Include:
The evolution from large language models to world models, and why it matters for investors
Where Physical AI sits in the private market landscape today
Investing across the Physical AI stack: data, foundation models, and application layers
The private companies we believe are positioned to lead the category