THE PHYSICAL AI DEPLOYMENT GAP

Summary from the TLDR Founders newsletter

Physical AI could be the biggest market in human history, but most robotics companies are stuck demoing instead of deploying. A system that works 95% of the time in the lab might drop to 60% in the real world. Production requires 99.9% reliability. At 95%, a picking robot fails 50 times per day, and each failure needs a human to step in. The gap won't close through research breakthroughs alone but through infrastructure and tooling that don't exist yet. This article maps exactly where those opportunities are for founders building in the space.