Key facts
- Venture capital is increasingly focusing on AI applications in manufacturing, robotics, and industrial systems.
Nina Achadjian of Index Ventures discusses the shift of AI beyond software into manufacturing and robotics, identifying new trillion-dollar opportunities. She also touches on the significance of the SpaceX IPO for the venture capital space.

The shift of AI investment into physical industries signals a new phase of technological development and potential for significant economic growth, impacting sectors from manufacturing to robotics.
Nina Achadjian, a partner at venture capital firm Index Ventures, discussed the evolving landscape of artificial intelligence, particularly its expansion beyond software into physical domains such as manufacturing and robotics. Index Ventures, an early investor in companies like Anthropic, Physical Intelligence, and ServiceTitan, believes these integrated software and physical world applications represent the next wave of trillion-dollar opportunities. Achadjian also commented on the significance of the SpaceX IPO within the broader venture capital market. The discussion took place on Bloomberg Tech.
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