-78%

est. 2Y upside i

AI & MLSeries B

Physical Intelligence is bringing general-purpose AI into the physical world. We are a group of engineers, scientists, roboticists, and company builders developing foundation models and learning algorithms to power the robots of today and the physically-actuated devices of the future.

Rank

#4196

Sector

Robotics / AI Foundation Models

Est. Liquidity

~5Y

Data Quality

Data: Medium

Pre-revenue at $5.6B with zero commercial validation.

Last updated: March 22, 2026

Bull (12%)+200%

π0 becomes dominant VLA; $500M+ licensing; $15B+ exit.

Base (38%)-20%

Reaches $50-100M ARR; 2-3 more rounds dilute; flat exit $5B.

Bear (50%)-75%

DeepMind open-sources VLA; down round to $1.5-2B wipes common.

Est. time to liquidity~5.0 years

Preference Stack Risk

high

Funding Intensity

19%

$1.07B on $5.6B (19.1%).

Dilution Risk

high

2-3 more rounds; 30-50% dilution.

Secondary Liquidity

limited

Some activity at this tier.

Hardware — 5 roles

Engineering — 4 roles

Business — 3 roles

Operations — 2 roles

Robot Operations — 2 roles

View all 16 open roles at Physical Intelligence →

Last updated: March 10, 2026

Questions to Ask at the Interview

Strategic questions based on Physical Intelligence's data — designed to show you've done your homework.

  • 1

    “Moat vs Google DeepMind?”

  • 2

    “Go-to-market vs Skild?”

  • 3

    “Additional rounds expected?”

Community

Valuation Sentiment

Our model estimates -78% upside. What do you think?

Anonymous. Do not share material non-public information.

Community Discussion

Comments are reviewed before they appear publicly.

0/2000

Loading comments...

Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.