For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.
Thesis
Physical Intelligence is the leading public-facing bet on physical-AI foundation models — a "GPT for robots" thesis where a single VLA model controls many different robot embodiments through learned generalization rather than per-task programming. The team (Karol Hausman, Sergey Levine, others) sits at the intersection of robotics research and large-model training, and the company has raised more than $1B to date with Bezos, OpenAI, and Thrive Capital among the investors.
Forbes named it a 2025 AI 50 standout. The investment case is that physical AI follows a similar scaling curve to language models — and the foundation-model layer for robotics is currently a one-or-two-winner market with Physical Intelligence credibly ahead.
Catalysts
- Capability progression of π0 / π0.5 model releases
- Customer pilots across humanoid and industrial form factors
- Compute and data scaling milestones
- Capital raise pace and valuation marks