Скачать или смотреть Physical AI Is the Next Trillion-Dollar Wave | Bilal Zuberi

Physical AI is rapidly transforming the world and investors, founders, and operators are racing to understand what comes next. In this high-signal conversation, Nilanjana Bhowmik sits down with Bilal Zuberi, Founder & General Partner at Red Glass Ventures, to break down how AI is moving beyond screens and into the physical world, powering robots, machines, industrial systems, transportation, defense, healthcare, and every sector that keeps our economy running.

With 16+ years in deep tech and early-stage venture, Bilal shares how the falling cost of intelligence is reshaping industries, why physical AI represents the next trillion-dollar shift, and what today’s founders need to build enduring companies. He discusses execution vs. visionary founders, founder–market fit, the role of integrity in investing, the future of hardware infused with intelligence, and how early-stage VCs can become true partners, not just capital.

Connect with Bilal on LinkedIn: linkedin.com/in/bzuberi
Red Glass Ventures: https://www.redglass.vc/
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🎧 Listen on Your Platform of Choice:

Substack (full episodes + show notes):
https://postmoneypodcast.substack.com/
Spotify:
https://open.spotify.com/show/3SvcS1S...

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CHAPTERS:
00:00 – The Cost of Intelligence Hits Zero
01:02 – Bilal’s Journey & The Story Behind Red Glass Ventures
07:00 – Integrity, Humility & Bilal’s Core Values
10:10 – Physical AI Explained
12:58 – AI’s Impact on Manufacturing, Automotive & Defense
17:00 – A New Generation of Founders
18:55 – Why Early-Stage VC Is Broken
23:40 – Founder Archetypes: Visionary vs. Execution Machines
45:00 – Case Studies: Cybersecurity, Ride-Sharing & Nominal

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