The Ledger

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Insight
Khoshniyati: AI Models Are Useless Without Ground-Truth Physical Tracking Data
“If you don't have a reliable data source, And the assets slash products that you're tagging, they're not providing the right data triggers behind it and the right insights into those assets and products when they're through the supply chain. None of this matte…”
Amir Khoshniyati Jul 20, 2026 ▶ 23:42 Inside The Rise of Physical AI — With Amir Khoshniyati
Insight
Khoshniyati: Physical AI gives every asset digital identity and condition tracking
“Physical AI is our ability to take every physical asset in the world and give it a digital identity. And you go beyond just having recognition of what information from that asset is associated to a tag around it, but the condition that that asset is sitting in…”
Amir Khoshniyati Jul 20, 2026 ▶ 3:51 Inside The Rise of Physical AI — With Amir Khoshniyati
Insight
Khoshniyati: Physical AI eliminates finger-pointing between food processors and receivers
“It creates a frictionless handshake between food processors and the folks that are receiving the items. So there's no finger pointing. You can actually go to the source of the truth where something went wrong and then fix the compliance between those two parti…”
Amir Khoshniyati Jul 20, 2026 ▶ 13:52 Inside The Rise of Physical AI — With Amir Khoshniyati
Assertion Not checkable as stated
Khoshniyati: Major Retailer Lost $270M Annually Due to 37-Minute Pallet Delays
“We have a major retailer out there. They factored in that every time they had a pallet and it was sitting idle more than 37 minutes, there was loss. And then we multiplied that out on an annual basis. And that 37 minutes translated to north of two hundred seve…”
Amir Khoshniyati Jul 20, 2026 ▶ 26:46 Inside The Rise of Physical AI — With Amir Khoshniyati
Prediction Not checkable as stated
Khoshniyati: Standardized Physical AI Telemetry Will Provide Baselines for Small Businesses
“But as we get macro level and this becomes standardized, you will start to pick up the trends, very similar to the example earlier, that food processors that work with distributors are going to have commonalities. And then some of these more public domains aro…”
Amir Khoshniyati Jul 20, 2026 ▶ 30:14 Inside The Rise of Physical AI — With Amir Khoshniyati
Assertion Supported
Khoshniyati: Wiliot sensors detect spoilage and halt damaged produce mid-transit
“We've had these examples with everyday items like strawberries that go through some level of, you know, refrigeration. They come out, there's condensation. It goes through another temperature variance that it might be too cold, and then there's freezing. And w…”
Amir Khoshniyati Jul 20, 2026 ▶ 14:51 Inside The Rise of Physical AI — With Amir Khoshniyati
Assertion Supported
Khoshniyati: Wiliot IoT Pixels Harvest Ambient Waves to Transmit Telemetry Data
“We have proprietary IP around IOT pixels. So these are, ah, reference designs that all RFID manufacturers could produce. These tags go on physical items. They're battery free, so they harvest energy off of ambient waves. So we have a capacitor that acts like a…”
Amir Khoshniyati Jul 20, 2026 ▶ 6:48 Inside The Rise of Physical AI — With Amir Khoshniyati
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