ROBOT ECONOMY
Physical AI Roadmap | 2026–2031
An investor’s view of Physical AI
Robots are coming.
Where are the returns?
Find the growth. Track deployment. Identify investment opportunities.
Join the launch list
THE PAPERTarget release: late Dec 2026 / Jan 2027
THE CONFERENCEInvestor launch · Planned for early 2027
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.
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.
