Simon Vagapov @simonmeta2 - Twitter Profile

14 days ago

1/ The #PhysicalAI stack is forming in real time and most people only watch one layer of it. 2/ Perception is the bottom layer. The 3D sensing that lets a machine measure the world instead of watching video of it. Privacy-safe, works in the dark, centimeter accurate. That is what @quanergy builds. 3/ Autonomy sits on top. Turning sensor data into coordinated action for fleets in defense and complex environments. That is what @kapilkanugo is building at #Thalmaar. 4/ Different companies, different layers, same direction. A category is not one product. It is a whole stack arriving at once.

SimonMeta2's tweet photo. 1/ The #PhysicalAI stack is forming in real time and most people only watch one layer of it.
2/ Perception is the bottom layer. The 3D sensing that lets a machine measure the world instead of watching video of it. Privacy-safe, works in the dark, centimeter accurate. That is what @quanergy builds.
3/ Autonomy sits on top. Turning sensor data into coordinated action for fleets in defense and complex environments. That is what @kapilkanugo is building at #Thalmaar.
4/ Different companies, different layers, same direction. A category is not one product. It is a whole stack arriving at once.

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Simon Vagapov

@SimonMeta2

14 days ago

For years the easy money chased #software while the people building rockets, interceptors, fusion, and new materials were stuck. Hard to raise, hard to find each other. @Andercot quietly fixed that. @deeptechweek is the highest concentration of serious hard-tech people I have seen in one room, and the mixing is the point. The atoms world is having its moment because someone built the connective tissue #hardware never had.

SimonMeta2's tweet photo. For years the easy money chased #software while the people building rockets, interceptors, fusion, and new materials were stuck. Hard to raise, hard to find each other.

@Andercot quietly fixed that. @deeptechweek is the highest concentration of serious hard-tech people I have seen in one room, and the mixing is the point.

The atoms world is having its moment because someone built the connective tissue #hardware never had.

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Simon Vagapov

@SimonMeta2

14 days ago · San Francisco

Best conversation of @deeptechweek was @jordannoone. He founded @relativityspace and bet everything on building propulsion in-house. So when he says buy proven engines and build the layer above, integrate fast, do not reinvent the engine, it carries weight almost nobody else has. That is the build-versus-buy thesis I keep coming back to, and the one some of the strongest interceptor teams are built on. Hearing it from the person who did it the hard way at #Relativity hit different. The atoms era is not coming. It is here. Bravo @Andercot, great event!