Know what’s really happening at
Physical Intelligence before you sign on.
- On the roadmap
- Robotics Foundation Models
- Embodied AI
- General-Purpose Robotics
Physical Intelligence (π) is building general-purpose foundation models designed to control any robot, backed by over $1 billion in funding and a team drawn from Google DeepMind, UC Berkeley, and Stanford. As one of the most heavily capitalized startups in embodied AI, its trajectory has significant implications for the future of robotics.
How we do it.
Most "AI market intel" is a summarized crawl of press releases. This Altis research is built from our knowledge graph of sector expert calls, synthesized with public sources.
Physical Intelligence
- Total funding raised
- $1.07B
- Reported valuation at Series B
- $5.6B valuation
- Latest closed round (Nov 2025)
- $600M Series B
- Year founded
- 2024
- Headquarters
- San Francisco, California
- Lead investor, Series B
- CapitalG
- Reported upcoming raise (unclosed as of July 2026)
- roughly $1B more at a valuation above $11B
Press reported
Altis Verified
What's in the report
Most "AI market intel" is a summarized crawl of press releases. This is what customers, competitors, and former employees actually told us.
Market Overview
Market structure, where the company sits, and growth drivers.
- market map
- Robotics Foundation Models landscape
- Robotics Foundation Models growth rate
- CAGR
Total Addressable Market
Bottom-up TAM / SAM / SOM.
- Physical Intelligence TAM
- Robotics Foundation Models market size
- market opportunity
Company Overview
What the company does and how it operates.
- what does Physical Intelligence do
- Physical Intelligence product
- business model
Product / Go-to-Market
Product, GTM motion, ICP, and who buys.
- Physical Intelligence customers
- who uses Physical Intelligence
- Physical Intelligence ICP
- go-to-market
Competitive Dynamics
The Altis Market Map and the Altis Win-Rate Index.
- Physical Intelligence competitors
- Physical Intelligence alternatives
- who competes with Physical Intelligence
- Physical Intelligence win rate
Customer Signals
Retention, satisfaction, and win/loss signals.
- Physical Intelligence reviews
- Physical Intelligence NRR
- Physical Intelligence churn
- current customers
- switching costs
Investment Debates
Investment thesis, moat, bull/bear, and key risks.
- Physical Intelligence investment thesis
- Physical Intelligence moat
- bull case bear case
- Physical Intelligence risk factors
Monetization & Financials
Business model, revenue model, and unit economics.
- Physical Intelligence ARR
- Physical Intelligence revenue
- Physical Intelligence valuation
- unit economics
Team and culture
Founders, leadership, and org.
- Physical Intelligence founders
- Physical Intelligence CEO background
- leadership team
- headcount
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Profile based on verified public reporting, funding disclosures, and structured company data as of July 2026.