Reading physical AI through more than one lens.
Operator across humanoid robotics, manufacturing, and the design of hardware that has to live in the world.
01Investigations + Experiments
Investigations are the thinking; experiments are the made-things. They live in one section because the made-thing proves the thinking.
ship first
Form Factor as Strategy
What humanoid companies communicate through industrial design.
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manufacturing
The Humanoid Cost Curve
Where humanoid unit economics actually sit in 2026, and who survives the next 24 months.
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02Writings
What 150 funded AI companies have in common
Patterns from the YC + a16z comb, distilled.
One architecture principle, applied to AI systems
Proof the M.Arch isn't decorative.
A note on a recent physical-AI release
Products, tech, the occasional philosophical aside.
03About
intro video — placeholder · you, speaking · how you think on the fly
Operator working across physical AI, humanoid robotics, and Asia manufacturing — reading emerging hardware through the cross-domain lens it requires.
MS Artificial Intelligence · MBA, finance & global markets · M.Arch, products — [credential footnote: roles, programs, one or two lines of relevant background, a16z-bio style]
“We read tech a little differently.”
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