Katelin Holloway of Seven Seven Six and Paige Doherty of Behind Genius Ventures join Jason to discuss the surge in Physical AI investment. Paige explains her thesis favoring applications of physical AI over general-purpose robotics, and details the largest check she's ever written. The conversation covers the Pentagon's rollout of ChatGPT Mil and Grok for Government, Starcloud's massive orbital data center raise, and the EU designating ChatGPT as a very large online search engine. Katelin offers a contrarian take on the European VC landscape.
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Starcloud's Orbital Data Center Vision00:31:07
Starcloud raised $250M at a $2.3B valuation to build orbital data centers, aiming to scale AI infrastructure in space.
Paige Doherty invests in applications of physical AI rather than general-purpose robotics, recently writing her largest check ever for a company in this space.
The European Commission designated ChatGPT as a 'very large online search engine' under the Digital Services Act, triggering the strictest digital safety rules.