Today, Pace has raised a $46 million Series B, co-led by @ThriveCapital and @Sequoia, with participation from @emergencecap and @pruvencapital, to help our customers insure more of the world’s risk.
@pacecom agents have completed more than 250,000 critical insurance operations, growing 3x every quarter. The world’s leading insurers, like Prudential, WTW and Convex, trust Pace to scale back-office operations.
60% of the world's losses last year went uninsured. Closing this $9 trillion protection gap starts with AI-native operations.
1/ General-purpose robotics is the rare technological frontier where the US / China started at roughly the same time and there's no clear winner yet.
To better understand the landscape, @zoeytang_1007, @intelchentwo, @vishnuman0 and I spent the last ~8 weeks creating a deep dive on humanoid robotics hardware and flew to China to see the supply chain firsthand.
Here's everything we've created + our takeaways about the components, humanoid comparisons, supply chains, and geopolitics👇
1/ The future of general-purpose robotics will be decided by one major question: which flavor of data scales reasoning? Every major lab represents a different bet.
Over the past 3 months, @adam_patni, @vriishin, and I read the core research papers, spoke with staff at the major labs, and mapped the talent pool. This has completely changed how we think about general-purpose robotics.
Our paper builds intuition, step-by step, across the 2025 frontier: from architectures → evals → data → industry dynamics. Each layer reveals a different bottleneck, but they all converge on one truth—data decides everything.
Our takeaways + process below👇
If you want access to our graph (sound on), comment or DM me
“But the next frontier isn’t just digital — it’s a physical world where intelligent robots become a ‘read/write API to physical reality.’”
If you’re building in embodied AI, @SourishJasti and I would love to hear from you!
AI agents are redefining productivity. Physical agents will redefine labor.
In our latest POV, Managing Director Lonne Jaffe, Adithya Sanjay, and Sourish Jasti unpack how robotics is moving from the lab to the real world — delivering ROI across logistics, security, agtech, and more.
https://t.co/tz2Kgbq0kc