VC experts on why Physical AI funding is heating up | E2333
September 2, 2026 · 1 h 20 min
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VC experts on why Physical AI funding is heating up | E2333
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Today's show:
Are we one step closer to data centers in space? Katelin Holloway of Seven Seven Six and Paige Doherty of Behind Genius Ventures break it down what it would take.
Plus investor interest is surging in Physical AI companies. Paige explains why she backs applications of physical AI over general-purpose robotics, and how her thesis on multimodal AI led to the largest check she's ever written.
We then dive into the Pentagon's rollout of ChatGPT Mil and Grok for Government. And Katelin gives us her insight into how VCs are investing in Europe and the regulations behind the scenes.
Guests:
Katelin Holloway on X: https://x.com/katelin_cruse
Seven Seven Six: https://sevensevensix.com/
Paige Doherty on X: https://x.com/paigefinnn
Behind Genius Ventures: https://www.behindgeniusventures.com/
Full Transcript and Summary, powered by Plaud
Related Links:
Department of War adds ChatGPT Mil and Grok for Government: https://fortune.com/2026/09/01/pentagon-chatgpt-grok-government-military-ai-members-pete-hegseth-defense-department/
OpenAI for Government: https://openai.com/global-affairs/introducing-openai-for-government/
Starshield — SpaceX's government/defense arm: https://www.spacex.com/starshield/
UN work on LAWS (Lethal Autonomous Weapons Systems): https://disarmament.unoda.org/the-convention-on-certain-conventional-weapons/background-on-laws-in-the-ccw/
European Commission designates ChatGPT a VLOSE: https://digital-strategy.ec.europa.eu/en/news/commission-designates-chatgpt-reddit-roblox-under-digital-services-act
Commission press release: https://ec.europa.eu/commission/presscorner/detail/en/ip_26_1772
Euronews on why a chatbot that searches the live web counts as a search engine: https://www.euronews.com/next/2026/08/31/eu-places-chatgpt-reddit-and-roblox-under-strictest-digital-safety-rules
Entrepreneur First: https://www.joinef.com/posts/introducing-the-bridge/
Henrick Johansson, the European VC persona: https://x.com/compliantvc
Starcloud — orbital data centers: https://w