​GeeksTap with Addison Shelton: Is AI turning Investors from Software to Hardware?

​What if AI makes software less scarce, and hardware more valuable?

​Addison Shelton has spent 12 years as CEO of Kickr Design, an Atlanta engineering firm that takes products from sketch to production for the CDC, Delta, Chick-fil-A, Kimberly-Clark, and Newell. Before Kickr, he worked on display products at Apple and was a founding process engineer at Sila Nanotechnologies. He now also runs Kickr Labs, an 8,000-square-foot hardware-focused product realization lab.

​His thesis is provocative: engineering value may be about to invert.

​As AI makes software faster to build, Addison thinks the complexity embedded in physical products could become a much more valuable moat.

​And then there’s Physical AI. Forget the humanoid for a moment. What if the real opportunity is in machines built to do one thing exceptionally well?

​We’ll get into hardware defensibility, AI-assisted product design, robotics, industrial automation, and what all of this could mean for builders and investors.

​If AI changes what’s scarce, where should you be looking next?

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