physical ai

A Y Combinator alum that bolts sensors onto industrial machines raised $130M and crossed into unicorn territory. The real story isn't the valuation — it's the $1.4 trillion annual downtime problem it's chasing.

Sequoia led a $60M Series B into Mecka, with Nvidia, Microsoft's M12, Qualcomm and Samsung alongside. The bet isn't a robot — it's a dataset of real human motion, and a revenue curve that already looks nothing like an early-stage startup's.