BUILDING THE
ROBOT ECONOMY
Physical AI Roadmap | 2026–2031

An investor’s view of Physical AI

Robots are coming.
Where are the returns?

Find the growth. Follow real deployment. Understand who gets paid.

Join the launch list
Robotic platform with an articulated mechanical arm
From machines that move to markets that grow.
THE PAPERTarget release: late Dec 2026 / Jan 2027
THE CONFERENCEInvestor launch · Planned for early 2027

Where the money moves.

Three lenses on the opportunity
Mobile robots operating on a warehouse floor

01 / DEPLOYMENT & GROWTH

Follow the revenue.

Where paying customers turn robot deployments into scalable businesses.

Close view of an industrial robotic joint

02 / THE ENABLING ECONOMY

Find the picks & shovels.

The components, infrastructure, and services that get paid as robotics grows.

Autonomous mobile robot beside warehouse containers

03 / CAPITAL & RETURNS

Know who captures the upside.

Where margins, defensibility, and capital efficiency may create lasting value.

The people behind the thesis

An operator’s lens.
An investor’s questions.

Peter Jackson and Kyra Wynters connect operating experience with the question that matters: where does Physical AI create economic value?

Peter Jackson
Peter JacksonResearch collaboratorHaas Mentor
Chairman · Advisor
Kyra Wynters
Kyra WyntersResearch collaboratorArmy Veteran · Operator
UC Berkeley Executive MBA