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从2023年市场寒冬开始创业，到今天正式向SEC提交了招股书，代码：OTAI，感恩各位老师、投资人一路的支持🙏
人工智能和比特币会成为星际时代的水和空气，不可或缺，OTAI 将致力于建设、收购并运营新一代的太空、算力、加密相关的基础设施与应用，未来已来。
人工智能和比特币会成为星际时代的水和空气，不可或缺，OTAI 将致力于建设、收购并运营新一代的太空、算力、加密相关的基础设施与应用，未来已来。
Gus Starbro
Verified account This account is verified. Learn more@Gus_Nobody
Chairman NYSE: OTAI; Physical AI Machines
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Latest posts 5
Hard tech’s next bottleneck isn’t talent or chips. It’s debt. Every turbine, robot and satellite needs someone to fund it before it earns, and equity is the most expensive way to do that.
YC is the YC for hard techView quoted post on X
Venture funding to robotics startups has soared in 2026, with the bulk of investment going to companies based in China and the U.S. All told, global venture funding to robotics startups totaled $9.9 billion in Q3, more than double the $4.3 billion invested in Q3 2025.
$9.9B of robotics equity in one quarter. Almost none of it is debt. Every past buildout flipped from equity to debt once the machines started earning. Robotics hasn’t flipped yet.
$9.9B of robotics equity in one quarter. Almost none of it is debt. Every past buildout flipped from equity to debt once the machines started earning. Robotics hasn’t flipped yet.
Once robots are practical, someone has to pay for them. Today a robot earning rent every month still gets priced by banks like a used forklift. That gap is the next big opportunity in physical AI.
Practical robotics is nighView quoted post on X
Lenders aren’t scared of AI. They’re scared of revenue that only exists in a forecast.
Machines with real customers paying every month are a different credit. That’s where robots are headed.
Machines with real customers paying every month are a different credit. That’s where robots are headed.
Pretty much.View quoted post on X
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
