Clark: A new wave of hardware companies will tackle physical GDP
Philip Clark · Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea · Nov 24, 2025 · at 56:07
Philip Clark, Partner at Thrive Capital, outlines his outlook on robotics, hardware, and physical AI with Molly O'Shea.
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“I think we're gonna see a real renaissance of, you know, problems that don't just have to be solved with bits. They can also be solved with atoms as well. You know, sometimes to make a real impact on the world, you actually need to move something in reality. And so, you know, we're investors in physical intelligence. You're doing this on the robotic side. We've talked about nudge. We talked about MASH, we talked about Anderil, but I think we're gonna see a new wave of companies that can actually address, you know, the large swath of global GDP, you know, well north of 50%, where actually affecting the physical world really matters.”
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