Where the Opportunity Sits in Physical AI: Bilal Zuberi (Red Glass Ventures) & Kanu Gulati (Khosla Ventures)

​For this Choose Good Quests session, we’re hosting Bilal Zuberi, founder and general partner of Red Glass Ventures, and Kanu Gulati, partner at Khosla Ventures, for a fireside chat on how top VCs are thinking about Physical AI.

​Physical AI is moving fast — but for founders, the map is still being drawn.

​Where are investors seeing real opportunities? Which markets are opening up now? What should founders build: full-stack robotics companies, enabling infrastructure, embodied foundation models, or domain-specific hardware? And what kinds of teams are actually fundable in this category?

​Bilal and Kanu have backed some of the most ambitious companies across frontier tech, robotics, AI, and deep tech. They’ll share what they’re seeing from the investor seat: where the biggest opportunities are, what makes a strong founding team, how founders should think about wedge, market timing, defensibility, and what kinds of Physical AI companies they’d be excited to fund.

​Agenda:

• ​5:30pm Door opens + snacks

• ​6:00pm Intro

• ​6:10 fireside chat with Bilal Zuberi

• ​6:55 Photos + Introducing the second speaker

• ​7:00 fireside chat with Kanu Gulati

• ​7:45 networking + dinner

• ​8:30 end of event, attendees are welcomed to stay until 9:00 at the latest

​Small room. High signal. Come with sharp questions!

​About the Host:
Savant is a community of technologists embarking on good quests, ideas that are hard, consequential and civilizational-defining. We support founders navigate this brutal -1 to 0 phase with a rare concentration of exceptional peers, hardware lab & office space, office hours, access to our network and more — often before we ever write a check. Together, let's move civilization forward!

​Lighthouse: Lighthouse is the fastest immigration solution for the world's brightest technologists. Our goal is to help you navigate U.S. immigration with speed and ease. In the last year, we've supported 400+ applicants across 150+ ambitious companies including Cursor, Ramp, Together AI, Notion and more.

Rho: Rho is the all-in-one banking platform for startups and the accountants supporting them. With banking setup in minutes, 2% cashback cards, and powerful tools for managing spend, paying bills, and closing the books, Rho helps high-growth startups move fast and stay focused, backed by support that goes to the end of the earth to help you win.