F50 Physical AI & Manufacturing Podcast
The premier show decoding Physical AI and North America's $1 trillion re-industrialization.
Uniting Three Manufacturing Innovation Powerhouses
Silicon Valley
Innovation capital driving AI breakthroughs. World-class tech talent and venture funding.
Texas
Massive scale and infrastructure. Land, power, and business-friendly environment.
Monterrey MX
Manufacturing muscle and expertise. Skilled workforce and supply chain depth.
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No Hype. Only Signal.
Every episode features 2-3 world-class speakers. Candid, data-rich conversations on AI, robotics, and automation.
We reveal proprietary data and capex realities. Migration playbooks from executives moving billions in capital.
Frontline war stories from those relocating thousands of jobs.
100K
Monthly Reach
Decision-makers
2-3
Speakers
Per episode
Distributed Everywhere That Matters
Youtube Platforms
F50 Channel, Physical AI and Entrepreneurs, and David Cao channels.
Linkedin
F50, Physical AI Builders, Long 100 Capital, David Cao profiles.
X.com
F50, SVE, David Cao
Newsletter and Audio
Substack with episode deep dives.
🎤 Producer David Cao
David Cao, managing partner at F50 and Long 100 Capital , has extensive experience in Silicon Valley and Texas industries, possessing firsthand observation and practical experience in cross-border capital chains.
As an entrepreneur located in the heart of Texas's economic growth and frequently commuting between Silicon Valley and Texas, David has witnessed Texas's transformation over the past five years from a traditional manufacturing and logistics city into an emerging hub attracting top-tier technology companies and financial institutions from across the United States.
🎬 Program Structure Design
Opening Trailer
A 60-90 second highlight reel to tease core issues and create visual impact.
Guest Opening Remarks
Each guest introduces their professional background and perspective in a concise 60-90 second address.
In-Depth Core Discussion
A 40-minute deep dive into 3-4 core issues, exploring real-world examples and data insights.
Concise Summary
A 5-minute recap of key takeaways, providing a clear framework for the audience.
Sponsorship Information
An optional 1-minute segment for brand information, seamlessly integrated into the program's tone.
Special Guest Host: Keith Newman
Managing Partner @TheGTMFirm & Newman Media Studios. Host of the Top Founder Podcast: “Liftoff with Keith” featuring interviews with leading Founders as they talk growth strategies.
Keith Newman is a seasoned marketing and media executive who has run and worked at several media and tech companies. Today he is a GTM consultant and advisor specializing in developing unique growth tactics @TheGTMFirm for firms looking to accelerate growth.

Newman has a few media projects including his podcast: THE LOOK BACK where he interviews Silicon Valley's greatest founders, funders and influencers (Mark Cuban, Ron Conway, Nolan Bushnell, Ann Winblad +80 more). 250k listeners!
Special Guest Host: Thomas Miranda
Managing Partner, Topline Ventures
Tomás is a computer scientist, entrepreneur, investor, & CEO with over two decades of experience driving innovation at the intersection of technology, product development, & enterprise strategy. His career spans the heart of Silicon Valley during an era of exponential growth, disruptive business models, and extensive M&A activity—helping create market-defining, intelligent technologies that have impacted billions globally.
He began his entrepreneurial journey early, founding his first tech venture in high school. He later joined the legendary HP Labs in Palo Alto as a product engineer before moving to Cisco, where he helped build & scale multiple billion-dollar intelligent products. Throughout his career, he has created lasting enterprise value across product development, GTM, corporate strategy, enterprise IT, and executive leadership—delivering impact across every growth stage.
A longtime advocate for inclusive innovation, Tomás has held board chairmanship roles with the Austin Hispanic Chamber, Mission Capital, Austin Ed Fund, and EGBI. He currently or has recently served on the following boards: UFCU, Texas Lyceum, Capital Area Workforce, Austin Area Research Organization, KUT, GABC, Austin Chamber, Leadership Austin, UT CNS
Tomás is now General Partner at Topline Ventures, an early-stage venture capital firm based in Austin. Topline backs technical founders, pioneers and outliers —often with STEM roots—who are building generational companies across AI (agentic and non-agentic), cybersecurity, SaaS, dev tools, and frontier technologies.
Special Guest Host: Scott Armanini
Associate Director of Strategic Initiatives, DataLab of UC Davis
Scott Armanini is responsible for civic and corporate engagement, creating partnerships with government agencies, corporations, and venture firms. His experience includes business development, innovation commercialization and venture capital roles at Accenture Ventures, Cisco Systems, HP, Microsoft and Samsung NEXT Ventures. Scott received his MBA from USC’s Marshall School of Business, and BA in Economics and Political Science from UCLA.   He teaches design thinking, entrepreneurship, product innovation, and serves as an advisor to game-changing startups
Who's Listening
Founders & CTOs
Physical AI, robotics, and automation unicorns building the future.
Manufacturing Leaders
VPs and site-selection executives at Fortune 500s and scale-ups.
Deep-Tech VCs
Family offices deploying $100M+ in hard tech and manufacturing.
Economic Development
Leaders in Texas and Northern Mexico driving regional growth.
Supply Chain Executives
Driving nearshoring and North American expansion strategies.
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Why Top Speakers Join Us
01
Shape the Narrative
Define the story of AI-driven American manufacturing rebirth.
02
Reach Decision-Makers
Access executives controlling site selection, capital, and partnerships.
03
Zero Fluff
Only proprietary data, real capex, and unfiltered founder stories.
04
Instant Authority
Join 50 defining voices in North American manufacturing's next decade.
Who We're Booking
Physical AI Unicorns
CEOs and CTOs of Series B+ robotics companies.
Manufacturing Heads
Leaders at Tesla, SpaceX, Figure, Apptronik, Boston Dynamics, Foxconn.
Tier-1 Leaders
Manufacturing executives in Texas, Monterrey, Saltillo, Querétaro building AI supply chains.
Deep-Tech VCs
Investors closing $100M+ hardware and AI funds recently.
Economic Development
Heads of Texas agencies and mega-site industrial parks.
Relocators
Founders who moved HQ or factories to Texas in last 3-4 years.
Episode Topics That Make Speakers Compete
2026-2027 season lineup designed to trigger instant interest.
1
The Humanoid Robot Factory Race
Tesla, Figure, Apptronik: Who wins in Texas?
2
Why Texas or Monterrey
Most serious robotics companies quietly opening main factories here in 2026.
3
The $100 Billion Bet
Inside largest Physical AI and robotics funds being raised now.
4
Monterrey: The New Shenzhen
Data no one is publishing on humanoid robots and AI hardware.
5
Dallas-Fort Worth Surprise
The unexpected winner for AI-native manufacturing capital.
6
Why Foxconn, BMW, Tesla Double Down
The real reason behind massive Nuevo León investments.
More Game-Changing Topics
Hidden Constraints
Power, water, talent deciding which Texas region wins the next decade.
2030 Roadmap
Texas-Mexico nearshoring boom just starting. Top CEOs' playbooks.
Autonomous Factories
The 2030 vision becoming reality today.
The Great Corridor
Silicon Valley brains plus Texas land plus Monterrey hands.
Sponsorship Opportunities
Align your brand with the defining media platform of Physical AI renaissance.
Title Sponsorship
Per season or episode. Maximum brand visibility and association.
Segment Sponsorship
"The Capex Report" or "The Migration Playbook" branded segments.
On-Site Activations
At F50 Corridor Summits with direct access to attendees.
Co-Branded Research
Reports with F50 Insights reaching 100K+ decision-makers.
Limited, high-integrity sponsorships available. Contact: partnerships@f50.io
Apply to Be a Speaker
Now Booking 2026-2027 Season
Moving factories? Raising $100M+ funds? Building the future of Physical AI?
This is your platform.
Spots are limited. Priority given to active builders and investors in the corridor.

Where the future of North American manufacturing is built — one conversation at a time.