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Making sense of all things software and tech. I'll unpack the what, why, and how of buzzy trends. There will definitely be (more than a few) hot takes, a breakdown of the trend, and takeaways that are actionable for founders and operators.

Newsletter · By Medha Agarwal · English · Official site

Indexed issues, last 90 days
1
Latest publication
Sep 9, 2026
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Sep 9, 2026

Latest issues

  1. Issue · Sep 9, 2026

    From Models to Machines: The Physical AI Market Map (opens the original)

    Excerpt · Neutral tone

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    Over the past several years, the focus of AI has mostly been about automating the digital world. Models trained to generate text, write code, summarize documents, and answer questions. At defy.vc we have been excited by the next wave of AI and its impact on the physical world as well. Cars are driving themselves. Robots are picking product in warehouses. Drones are inspecting power lines. And it is just the beginning.It feels like we are at a critical point for Physical AI. Nvidia CEO, Jensen Hu

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