Physical AI Talent War — Where the Best Engineers Are Going and What It Predicts
Where top ML researchers and robotics engineers are concentrating in 2026 — and what their choices predict for technology leadership by 2028.
Where top ML researchers and robotics engineers are concentrating in 2026 — and what their choices predict for technology leadership by 2028.
Read this because NVIDIA and AMD on the same cap table is the buried signal: the bet is on a workload (recursive search over architectures) that burns cycles on whichever silicon is available — not a model family loyal to one vendor.
$650M raise at $4.65B, pre-product, <30 staff. GV/Greycroft led; NVIDIA AND AMD both joined. Thesis: AI that automates its own architecture search.