Physical AI Safety
Independent weekly analysis by Mati Melchior.
Data
Venture funding into robotics startups in 2025 is tracked to the dollar. Venture funding into robot safety infrastructure is not tracked at all. I searched every major VC database. The category does not exist. Not because investment is low. Because the category hasn't been defined yet.
Standards
Software watchdogs are enough to keep robots safe. That's the myth. The reality is that software fails with the system it's watching. Aviation, nuclear, and rail learned this decades ago. Physical AI is learning it now.
Standards
Software safety has a ceiling. Understand where it sits, and you understand why Physical AI in 2030 will look very different from Physical AI in 2020 — not because models got smarter, but because the industry finally accepted that certain guarantees cannot be made in software alone.
A 30-page report on why robot intelligence outpaced robot safety infrastructure.
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