Physical AI Webinar
SuperReturn follow up | Online
Speakers:
- Joachim Laqueur - Founding Partner 432 Legacy
- Natalya Lopareva – CEO and Co-Founder Algorized
To be confirmed:
- The CEO of a leading industrial automation company
- Senior partner from a top multi-stage VC
- SVP Commercial of a top-three automotive
or SVP industrial silicon vendor
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Trust and safety as the unlock for the Physical AI capital cycle
Robotics has had sixty years to prove itself, and it has. The lines run, the throughput is real, and the technology works. But when a human enters the picture, everything stops. ABB estimates that stoppage costs are $125,000 per hour, adding up to $1.4 trillion in annual losses across the Fortune 500. Roughly 11% of total revenue is lost to a problem that remains almost entirely unsolved. Only 1% of industrial environments are automated today, and the five million machines already deployed are being joined by a million more each year.
Most Physical AI capital chases hardware. The wave that actually unlocks returns from that investment is forming elsewhere, in certified perception, real-world consented datasets, and machine-readable safety standards.
Our Data Science Approach
The 432 Legacy process operates as a coordinated intelligence stack with two engines beneath it. Quannix is our head of market intelligence: 18 years of compounding proprietary data and disruption science that maps global technology value chains at component-level resolution, scores every node for bottleneck severity, and classifies any company's go-to-market strategy against 5,000+ historical market entries to produce a survival probability before we commit a euro. ARIA is the deal origination and discovery engine that turns each validated thesis into a complete market map, surfacing 1,000 to 5,000 companies per thesis (roughly 40% of which never appear in Crunchbase).
We map global technology value chains at the level of individual components, not sectors. A single analysis produces hundreds of nodes across dozens of segments. Each node is scored for supply-demand imbalance, severity, persistence, and competitive density. The output is a ranked map of the most investable clusters.
One of the experts joining us is the founding CEO of Algorized who is going to put this data into context of customer conversations with KUKA, Amazon, BMW, Renault, Toyota Industries, TI, Qualcomm, and STMicroelectronics.
Last, but certainly not least, we have several other industry executives who will give us their first hand perspectives.
We are breaking down the Physical AI ecosystem in multiple value chains and show the big upcoming opportunities in a data driven way.
Why join our webinar?
Event details
Format: Webinar online
Time: We will follow up after our SuperReturn lunch with the specific date and time
Audience: Sophisticated investors who are interested in the physical AI space
Take away: A clear data driven breakdown of the key opportunities and core insights from the top industry players.
