Dear Friend,

The physical intelligence revolution is gaining momentum—and the investment window is narrowing.

Embodied AI has captured over 50% of venture investment in 2025, with the market exploding from $4.44 billion to a projected $23 billion by 2030. But here's what most people get wrong: not all robotics opportunities are created equal. While humanoid robots dominate headlines, $6+ billion in 2025 funding is flowing into an entirely different category—and the investors who understand this trend are positioning themselves for strong returns.

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