When I talk about Physical AI
I am talking about so much more than Humanoids.
In fact, I am not even thinking about humanoids a majority of the time.
Layer 1: Training and Model Development
Companies like $NBIS $U $PL $BKSY $INOD $TASK etc.
Layer 2: Simulation and Synthetic Data
Companies like $BBAI $CAE $U $BSY $SVCO etc.
There are 9 more layers.
My goal with my Physical AI thematic coverage is:
> Educate on all the layers
> Introduce the best companies for each layer
> Strategically invest + share weightings
That's what coverage looks like on Substack.
> In depth education
> Unpacking the companies
> A live portfolio as I build it out