VC experts on why Physical AI funding is heating up | E2333

This Week In Startups is made possible by: Sentry https://sentry.io/twist Lightfield https://lightfield.app Odoo https://Odoo.com/twist Today’s show: Are we one step closer to data centers in space? Katelin Holloway of Seven Seven Six and Paige Doherty of Behind Genius Ventures break it down what it would take. Plus investor interest is surging in Physical AI companies. Paige explains why she backs applications of physical AI over general-purpose robotics, and how her thesis on multimodal AI led to the largest check she's ever written. We then dive into the Pentagon’s rollout of ChatGPT Mil and Grok for Government. And Katelin gives us her insight into how VCs are investing in Europe and the regulations behind the scenes. Guests: Katelin Holloway on X: https://x.com/katelin_cruse Seven Seven Six: https://sevensevensix.com/ Paige Doherty on X: https://x.com/paigefinnn Behind Genius Ventures: https://www.behindgeniusventures.com/ Full Transcript and Summary, powered by Plaud https://web.plaud.ai/s/pub_772dbc9f-cd78-4de7-911e-8d3ee2883fbb::AF3ncHtIZkSyKKL-K-XUZBAUBEdoQQBEGCQSsja3gXsll8Dm6-Xbrrlhk7g8U-xwIW9kHyYwaB0dBuoC Related Links: Department of War adds ChatGPT Mil and Grok for Government: https://fortune.com/2026/09/01/pentagon-chatgpt-grok-government-military-ai-members-pete-hegseth-defense-department/ OpenAI for Government: https://openai.com/global-affairs/introducing-openai-for-government/ Starshield — SpaceX's government/defense arm: https://www.spacex.com/starshield/ UN work on LAWS (Lethal Autonomous Weapons Systems): https://disarmament.unoda.org/the-convention-on-certain-conventional-weapons/background-on-laws-in-the-ccw/ European Commission designates ChatGPT a VLOSE: https://digital-strategy.ec.europa.eu/en/news/commission-designates-chatgpt-reddit-roblox-under-digital-services-act Commission press release: https://ec.europa.eu/commission/presscorner/detail/en/ip_26_1772 Euronews on why a chatbot that searches the live web counts as a search engine: https://www.euronews.com/next/2026/08/31/eu-places-chatgpt-reddit-and-roblox-under-strictest-digital-safety-rules Entrepreneur First: https://www.joinef.com/posts/introducing-the-bridge/ Henrick Johansson, the European VC persona: https://x.com/compliantvc Starcloud — orbital data centers: https://www.starcloud.com/ Timestamps: 0:00 Why making it to Fund IV is when it gets real 8:55 Pentagon rolls out ChatGPT Mil and Grok for Government 10:20 Sentry - Your team should be focused on shipping features — not chasing down bugs. New users can get $240 in free credits when they go to https://sentry.io/twist and use the code TWIST 11:24 Paige on defense tech and three years at Northrop Grumman 13:11 Katelin: The bottleneck used to be winning the contract, now it's surviving one 15:44 Autonomous weapons, robot dogs, and the Boston Dynamics conversation in Paris 18:38 Lightfield - Name one person who's ever enjoyed updating a CRM. Exactly. Lightfield's AI agent does it for you — it even prospects and books your meetings. Used by thousands of startups. Free at https://lightfield.app 21:34 EU designates ChatGPT a "very large online search engine" under the DSA 24:25 Katelin's contrarian take: Europe is undercapitalized 29:27 Odoo - The all-in-one business platform. Your first app is free! Get started today at https://Odoo.com/twist 30:38 Starcloud raises $250M at a $2.3B valuation 52:37 Competing with Elon: the single point of failure for the whole space economy 57:20 Physical AI raised ~$47B in the first half of 2026 1:03:13 Jason's Zipline regret and the death of "hardware is hard" 1:06:38 Is "unc" a compliment? A Gen X / millennial / Gen Z / Gen Alpha 1:09:10 Anthropic reverses its data retention policy after enterprise pushback 1:11:49 Katelin on data custody: "That's not a procurement question" 1:15:02 Back to on-prem: Go.AI, the Go1, and vertical LLMs Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Check out Jason’s suite of newsletters: https://substack.com/@calacanis Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com

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