Physical AI Unlocking scalable heavy industry

​The hosts:

• ​Gemma Bloemen, Systemiq Capital

• ​Camilla Dolan, Eka Ventures

​What is this Ripple about?

​Physical AI enabling re-industrialisation in developed markets and accelerating the transition to decarbonised manufacturing

​⁠Why this topic timely or urgent in 2026

​AI and sensors /robotics crossed a chasm in accuracy and price which now makes this possible alongside the drive for sovereignty across the world

​⁠Key questions or challenges being explored

• ​Challenge: Is this narrative wishful thinking, and China is so far ahead that we are past the point of domestic heavy industry being suitable for private enterprise?

• ​Question: Within heavy industries, where do you see the largest commercial opportunities for Physical AI

• ​Question: What is the right capital structure for investing in Physical AI?

​⁠The key tension or debate at the heart of this discussion

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​Who would get the most value from attending this Ripple?

​Founders building in Physical AI, leaders in existing manufacturing companies in particular from China. Policy makers (for example, Sovereign AI)