Can You Underwrite a Robot? — with Giulio Brugnaro & Manas Gosavi

​Capital doesn't flow to what it can't trust, and nobody yet agrees how to measure, verify, or insure what a robot does. This roundtable explores the missing trust infrastructure that turns physical AI into a financeable asset class.

​Physical AI is moving from pilots to real deployments, and the bottleneck is shifting from what robots can do to whether operators, lenders, and insurers can price their risk. Decisions made today around telemetry, standards, reporting and guarantees will determine which robots scale commercially and which remain venture-funded experiments.

​Capital demands performance history. Performance history requires deployment at scale. Deployment at scale requires capital. Breaking that cycle requires more than capable robots. It requires agreement on who bears the loss when they fail, and what infrastructure would make someone confident enough to own that risk.

​This roundtable aims to bring together the people shaping how robotics scales: investors, founders, insurers, operators, and others building the data, standards, and risk models the industry still lacks.

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​Speakers:

​Giulio Brugnaro — Founding Partner, Production Capital.

​Manas Gosavi — Founding Advisor, Production Capital.