PitchBook: robotics and physical AI companies have raised ~$48B YTD, as they gather training data from people completing tasks in factories, offices, and homes
THE SO WHAT
Nearly $48B into physical AI with cameras in homes, offices, and factories means the real moat is shifting to proprietary human-task datasets, not just robot hardware. If you operate in these environments, you’re about to be asked for data access terms—get your privacy, IP, and revenue-sharing stance written down before the robots show up.
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