Core Matter

Core Matter

About the Substack

Deep dives on the global Physical AI value chain.

Free Subscription Benefits

• Physical AI digest, full stack from chips to deployment

Paid Subcription Benefits

• Research reports on the Physical AI stack (breakout robotics startups, World Models, supply chain), structured for investors and operators.
• Every subscriber-only post and the full archive
• Comment threads and replies on the research

Paid Subscription Plans

• $30 a month
• $250 a year

About Michelle Sun

Global Physical AI value chain: factory quoted component pricing, supply chains, dexterous hands to foundation model. Uncovering the gap between demo and deployment.