Beyond the Demo: How Physical AI Companies Make Real Money - #SF TechWeek

Wednesday, Oct 7

4:00pm – 7:00pm

Hosted by

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Real Stories from Founders and Early Investors The future of AI isn't just software—it's machines that interact with the physical world. But commercializing Physical AI presents unique challenges. Hosted by TSVC, an early investor in multiple successful Physical AI startups, this panel explores how founders turned cutting-edge technology into scalable businesses. Learn about commercialization, enterprise adoption, manufacturing, partnerships, fundraising, and the hard-earned lessons behind sustainable growth. – What You'll Learn · Busting Physical AI Myths: Why aiming for 100% autonomy is a costly trap and how to succeed with imperfect real-world data. · From Demo to Repeat Revenue: Moving past flashy video demos to hit strict enterprise yield, cycle time, and ROI metrics. · Cracking Enterprise Sales: How to navigate Fortune 500 buyer chains, de-risk deployments, and turn single pilots into multi-unit scale-ups. · Real-World Execution: Hard-earned lessons on dirty data, field reliability, and scaling unit economics on the frontlines. – Agenda · 4:00 PM – 4:30 PM: Check-in & Registration · 4:30 PM – 6:00 PM: Panel Discussion & Q&A · 6:00 PM – 7:00 PM: Networking & Refreshments – Panelists · Dr. Zheng Xu (Founder & CEO, eBots Inc. https://ebots.com/): Serial entrepreneur, former Applied Materials VP, and former Silevo CEO (acquired by Tesla/SolarCity) holding 111 US patents. Now leading eBots Inc. in building high-precision, dual-arm embodied AI robots for complex manufacturing. · Dr. Yang Fang (Founder & CEO, Beagle Technology https://www.beagle-tech.com/): AgTech pioneer and former Veridis AI CEO applying AI vision and robotics to farm mechanization. Founder of Beagle Technology, creator of "See and Cut™" technology that cuts grower labor costs by over 50%. · Justin Li (Co-Founder & CBO, IndustrialMind.ai): Former Tesla commercial leader who scaled and managed a $1B+ business over a decade at Tesla. Now Co-Founder & CBO of IndustrialMind.ai, bringing Physical AI to engineering and manufacturing at Fortune 500 companies worldwide. – About TSVC TSV Capital (TSVC), founded in 2010 and formerly known as TEEC Angel Fund, is a Silicon Valley seed-stage venture firm focused on backing exceptional technical founders at the earliest stages of company building. Founded by serial entrepreneurs and engineers, TSVC has invested in more than 200 early-stage companies, helping build over 12 unicorns and several publicly listed firms, including Zoom, Carta, and Exa.AI. We are known for partnering early with founders tackling difficult technical challenges and building companies with global impact. Today TSVC focuses on the next wave of innovation at the intersection of AI, robotics, advanced manufacturing, and energy systems. We believe the coming decade will see artificial intelligence expand beyond software into what we call the Physical AI economy—where intelligent machines, autonomous systems, and next-generation infrastructure reshape the real world. https://www.tsvcap.com – This event is a part of #SF TechWeek—a week of events hosted by VCs and startups to bring together the tech ecosystem. Learn more at www.tech-week.com.