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Emanuel Maceira's avatar

The physical AI prediction is where compute shortages meet a deployment reality that's rarely discussed: edge connectivity. Autonomous agents and robots don't just need raw intelligence -- they need persistent, low-latency data paths to function reliably. The class divide between premium and free-tier AI users will mirror what we already see in IoT: organizations with eSIM-based carrier orchestration, private 5G, and OTA firmware governance can deploy physical AI at scale, while others remain stuck in demo mode. The real UX moat in physical AI isn't the interface -- it's the invisible connectivity and edge inference stack that determines whether a robot actually works on a factory floor or fails silently.

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