For Investors

The Opportunity

The market needs reliable embodied agents with explainable behavior and controlled costs. PHYSIS combines physical reservoirs, neuromodulation, and diffusion planning into a practical stack ready for pilots.

Value Propositions

Action Before Speech

behavior emerges from physics, language only explains.

Control Levers

simple 'chemical' settings for risk/energy/plasticity instead of fragile workarounds.

Sim-to-Real by Default

domain randomization + short adaptation.

Computational Efficiency

calling 'expensive' modules based on uncertainty.

Explainability

episode logs, critics/energy, narrator.

Product Forms and Monetization

PHYSIS-Core (B2B licenses/subscription) — per-robot / per-lab.

Pilots and integrations — setup fee + support.

DevKit/hardware (Bot One) — margin on kits.

IP portfolio — patents (modulator bus, guidance, sleep/replay) and licensing; later — partnerships on physical modules.

Competitive Moats

Architecture (modulators + reservoir-guidance + narrator), proprietary logs/sleep episodes, onboard hardware profiles, IP and trade secrets of modulation 'recipes'.

Development Roadmap (High-Level)

MVP → pilots with B2B clients → transition to physical modules → platform and scenario ecosystem scaling.

Risks and Mitigation

Integration complexity — modular interfaces (gRPC) and phased demos.

Sim-to-real — DR + short fine-tuning + safety constraints.

Computational costs — distillation/consistency, calls based on uncertainty.

Hardware — start with virtual skyrmions, move to 'physics' after proof-points.

What We're Looking For

Pre-seed/seed round for R&D (sims, modulators, policy, sleep/replay), reference robot, pilots and safety, IP/patents.

Get in Touch

If our direction resonates with you — leave your contact details below. We'll send you a brief technical memorandum and propose a pilot format for your vertical.

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