physical AI

“I think the products will support investment grade buyers who are going to have contracts that say, like, we want it, and you can raise debt against it.”

“And so I think the natural kind of extension of what we see is kind of what happened in the compute markets where you really needed flexible capital, where it wasn't just equity, it was debt and, you know, a variety of project finance to really scale capex. Yo…”

“And right now, beside the agentic AI, now you're looking at physical AI, it's a mixed big frontier, and then you have to really look at a full stack. That's why I'm still involved with a lot of this frontier model that we very familiar, and some of the investm…”