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Hardware hurdles and the deployment layer in physical AI investing
The Peel Pod host says guest Bilal discussed why hardware remains hard and what makes physical AI’s deployment layer attractive.
TLDR
The Peel Pod’s host says Bilal spent 18 years investing in hard tech, mostly as a GP at Lux, before starting Red Glass VC in 2025 to back AI tied to the physical world. Their conversation covers why hardware remains hard, why Bilal sees the deployment layer as physical AI’s most attractive area, and how venture-fund economics shape investing.
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2 Sources, first seen ago
