F50 Physical AI & Manufacturing

Podcast

YouTube

Physical AI Podcast

f50.ai/podcast About the Physical AI & Manufacturing Podcast The only show bridging Silicon Valley breakthroughs, Texas execution, and Monterrey production i...

The premier show decoding Physical AI and North America's $1 trillion re-industrialization.

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The Physical AI Ecosystem

The Physical AI Podcast anchors a broader ecosystem, connecting technology innovation with real-world industrial deployment. This ecosystem includes:

The F50 Physical AI Summit

Our flagship summit, bringing together leaders and innovators in Physical AI.

Physical AI Advisory Committee

A group of expert advisors guiding the strategic direction of Physical AI development.

Physical AI & Manufacturing Newsletter

David Cao’s industry insights across manufacturing, construction, real estate, hardware, and industrial AI.

Physical AI Podcast

Long-form conversations with industry leaders shaping the future of Physical AI, manufacturing, robotics, and infrastructure.

Physical AI Builders

A global community of founders, operators, investors, and researchers building AI systems deployed in factories, robots, supply chains, construction, logistics, and energy systems.

Future 50 / Physical AI Industry Outlook Report

A semi-annual industry report informed by advisory committee contributions.

Key Partners

We are proud to collaborate with key strategic partners who are instrumental in fostering innovation and growth within the Physical AI ecosystem:

F50

F50 is a leading venture capital and innovation platform, connecting groundbreaking startups with investors and resources to drive technological advancements and market leadership.

Physical AI Builders

This global community unites founders, operators, investors, and researchers dedicated to developing and deploying AI systems in critical industrial sectors like manufacturing, robotics, and energy.

GTM Firm

Our Go-To-Market (GTM) Firm specializes in market strategy, helping Physical AI innovations achieve successful product launches and scalable market penetration.

Silicon Valley Entrepreneurs

This network of visionary entrepreneurs provides critical insights, mentorship, and a dynamic environment for fostering the next generation of Physical AI leaders and companies.

Long 100 Capital


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.

Podcast Positioning

The definitive podcast for leaders uniting Silicon Valley innovation, Texas scale, and Monterrey's manufacturing power in an unfiltered conversation.

We reveal how Physical AI—humanoid robots, autonomous factories, AI-native hardware, and smart supply chains—is re-engineering the North American industrial landscape in real time.

Forget the hype and recycled headlines.

Gain access to proprietary data, capex realities, migration playbooks, and frontline war stories. Hear directly from executives deploying billions in capital and creating thousands of jobs.

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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.

F50, SVE, David Cao

Newsletter and Audio

Substack with episode deep dives.

Meetup Groups


Core Audience

  • Founders & CTOs of Physical AI, robotics, and automation unicorns
  • Manufacturing VPs & site-selection leaders at Fortune 500s and scale-ups
  • Deep-tech VCs and family offices deploying $100M+ in hard tech
  • Economic development leaders in Texas and Northern Mexico
  • Supply-chain executives driving nearshoring and North American expansion

Upcoming Episodes

Dive deep into critical discussions shaping the future of Physical AI with these upcoming podcast episodes:

  1. CES 2026: Data Centers – Power, Supply Chain, and Market Dynamics
  1. Navigating Supply Chain Challenges in Robotics
  1. The Future of Physical AI Operating Systems
  1. The $100 Billion Bet: Inside Leading Physical AI & Robotics Investment Funds
  1. Dallas–Fort Worth Stock Exchanges: An Emerging Capital for AI-Native Manufacturing

🎬 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


🎤 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.

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.