SOSV sees near-term physical AI opportunities in compute and sensing infrastructure

• SOSV management identified infrastructure and narrowly focused applications as near-term physical AI opportunities during a TechCrunch Disrupt panel.
• General Partner Duncan Turner said the firm has focused on semiconductor production equipment over the past eight or nine months.
• Partner Susan Schofer expects vertical applications to lead over the next five years, with broader platforms requiring proven product-market fit.
• General Partner Pae Wu said lengthy qualification processes would delay adoption of novel semiconductor materials compared with established technologies.
• Turner cautioned that humanoid robotics companies face a long path to profitable business models, favoring opportunities in enabling compute and sensing technologies.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. SOSV Investments LLC published the original content used to generate this news brief on October 27, 2026, and is solely responsible for the information contained therein.