Fellows Fund · Jun 8, 2026
Our Investment in Generalist: Foundation Model for the Physical World
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The world runs on physical work. More than 2.5 billion people work across factories, warehouses, labs, farms, hospitals, construction sites, restaurants, homes, and other real-world environments, representing over $20 trillion in annual labor spend. Robotics has barely touched this market because the real world does not stay still, and the internet does not contain the physical interaction data…

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