The Next Frontier
The Next Frontier
A House of 434 Evening on Frontier and Physical AI
The last wave of AI happened on screens. The next one happens in the physical world.
Models now write code, run experiments and work for hours without supervision. Now they're getting bodies: robots in warehouses, systems running labs, fabs and energy grids, agents that act on the physical world rather than a browser tab.
The people who built the last wave know what's coming before anyone else. Many of them are now deciding what to build and back next.
We're bringing together researchers and builders from the frontier labs with the founders taking AI into the physical world. First a short, sharp panel. Then smaller roundtables where the real conversation happens.
The panel
[Moderator, title, company]
[Frontier lab researcher, e.g. OpenAI Anthropic Google DeepMind]
[Physical AI or robotics founder]
[NVIDIA or AI infrastructure leader]
[Investor backing frontier and physical AI]
The roundtables
After the panel, pick a table. Each one is led by a panelist or guest host, with 8–10 people. Closed-door, off the record.
Inside the frontier. What's actually working in the labs right now, and what comes next.
Physical AI. Robotics, embodied agents, AI for science and manufacturing. What's real and what's hype.
Where the value lands. When intelligence gets cheap, what stays scarce: physical-world data, hardware, trust, distribution?
Building vs. backing. For the people who built the frontier: what should you back next, and what would you build yourself?
The evening
5:00 PM: Arrivals and drinks
5:30 PM: Welcome from hosts
5:40 PM: Panel
6:20 PM: Roundtables
7:15 PM: Dinner and conversation
Who's coming
Frontier lab researchers and early employees, physical AI founders, and investors. Seats are limited and approval is required.
No media and no recordings. Roundtables follow the Chatham House Rule.
Hosted by
House of 434 is a private community for founders, operators and investors building at the edge of AI and ownership. It's run by 434 VC, an early-stage fund backing founders who use AI to rebuild expert work.