ROBOT ECONOMY
An investor’s view of Physical AI
Robots are coming.
Where are the returns?
Research. Relationships. Real-world deployment.
Find the growth. Track deployment. Identify investment opportunities.
Join the launch list
The investment opportunity.
Three lenses on the opportunity
01 / DEPLOYMENT & GROWTH
Follow the revenue.
Where paying customers turn robot deployments into scalable businesses.
02 / THE ENABLING ECONOMY
Find the picks & shovels.
Critical components, infrastructure, and recurring services powering the next wave of deployment.
03 / CAPITAL & RETURNS
Know who captures the upside.
Where margins, defensibility, and capital efficiency may create lasting value.
What we’re building
Connecting innovation with commercial opportunity.
Physical AI Roadmap maps investment opportunities across the robot economy, from robot companies to the materials, infrastructure, and services that support them.
Peter Jackson brings experience across more than 50 financing rounds and a network of investors, corporate leaders, and industry partners. Kyra Wynters brings experience in defense, technology, and operations, alongside research into Physical AI economics and adoption.
Together, we’re identifying promising companies and helping connect them with the customers, strategic partners, and capital they need to scale.
The people behind the thesis
An operator’s lens.
An investor’s questions.
Peter Jackson and Kyra Wynters connect operating experience with the question that matters: where does Physical AI create economic value?
UC Berkeley Haas Mentor
Berkeley Haas EMBA Candidate
The paper. The people. The opportunity.
Get the thesis.
Be there at launch.
Get first notice of the paper and details of our exclusive investor conference planned for early 2027.
Paper targeted for late December 2026 / January 2027. Final dates to be announced.
