Core Matter - The Business of Robotics & Physical AI

Core Matter - The Business of Robotics & Physical AI

About the Substack

Deep dives on the Physical AI & robotics value chain.
Covers robotics' supply chain, from chips to actuators, foundation models, data and deployment economics.
Interviews with CEOs and founders of top robotics founders and investors.

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.