America is facing the greatest national security emergency in history. AI and robotics systems that rival human capabilities will likely emerge within the next five to 10 years. We're already using software products that can mimic or exceed human intelligence in some domains — and hardware will be next. Waymo is here (and expanding). Tesla Optimus estimates it's ~five to 10 years from obviating repetitive human labor via robotics at scale.

Once physical AI is integrated across all domains, we’re likely to experience centuries' worth of technological and scientific progress in the decades that follow — across manufacturing, defense tech, biotech, energy, materials science, and pretty much every domain that matters to human progress.

Whoever wins the race for physical AI will win everything.