The Physical AI Podcast anchors a broader ecosystem, connecting technology innovation with real-world industrial deployment. This ecosystem includes:
Our flagship summit, bringing together leaders and innovators in Physical AI.
A group of expert advisors guiding the strategic direction of Physical AI development.
David Cao’s industry insights across manufacturing, construction, real estate, hardware, and industrial AI.
Long-form conversations with industry leaders shaping the future of Physical AI, manufacturing, robotics, and infrastructure.
A global community of founders, operators, investors, and researchers building AI systems deployed in factories, robots, supply chains, construction, logistics, and energy systems.
A semi-annual industry report informed by advisory committee contributions.
We are proud to collaborate with key strategic partners who are instrumental in fostering innovation and growth within the Physical AI ecosystem:
F50 is a leading venture capital and innovation platform, connecting groundbreaking startups with investors and resources to drive technological advancements and market leadership.
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.
Our Go-To-Market (GTM) Firm specializes in market strategy, helping Physical AI innovations achieve successful product launches and scalable market penetration.
This network of visionary entrepreneurs provides critical insights, mentorship, and a dynamic environment for fostering the next generation of Physical AI leaders and companies.
Innovation capital driving AI breakthroughs. World-class tech talent and venture funding.
Massive scale and infrastructure. Land, power, and business-friendly environment.
Manufacturing muscle and expertise. Skilled workforce and supply chain depth.
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.
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.
Decision-makers
Per episode
F50 Channel, Physical AI and Entrepreneurs, and David Cao channels.
F50, Physical AI Builders, Long 100 Capital, David Cao profiles.
F50, SVE, David Cao
Substack with episode deep dives.
Dive deep into critical discussions shaping the future of Physical AI with these upcoming podcast episodes:
A 60-90 second highlight reel to tease core issues and create visual impact.
Each guest introduces their professional background and perspective in a concise 60-90 second address.
A 40-minute deep dive into 3-4 core issues, exploring real-world examples and data insights.
A 5-minute recap of key takeaways, providing a clear framework for the audience.
An optional 1-minute segment for brand information, seamlessly integrated into the program's tone.

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!

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.
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
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.
Physical AI, robotics, and automation unicorns building the future.
VPs and site-selection executives at Fortune 500s and scale-ups.
Family offices deploying $100M+ in hard tech and manufacturing.
Leaders in Texas and Northern Mexico driving regional growth.
Driving nearshoring and North American expansion strategies.
Define the story of AI-driven American manufacturing rebirth.
Access executives controlling site selection, capital, and partnerships.
Only proprietary data, real capex, and unfiltered founder stories.
Join 50 defining voices in North American manufacturing's next decade.
CEOs and CTOs of Series B+ robotics companies.
Leaders at Tesla, SpaceX, Figure, Apptronik, Boston Dynamics, Foxconn.
Manufacturing executives in Texas, Monterrey, Saltillo, Querétaro building AI supply chains.
Investors closing $100M+ hardware and AI funds recently.
Heads of Texas agencies and mega-site industrial parks.
Founders who moved HQ or factories to Texas in last 3-4 years.
2026-2027 season lineup designed to trigger instant interest.
Tesla, Figure, Apptronik: Who wins in Texas?
Most serious robotics companies quietly opening main factories here in 2026.
Inside largest Physical AI and robotics funds being raised now.
Data no one is publishing on humanoid robots and AI hardware.
The unexpected winner for AI-native manufacturing capital.
The real reason behind massive Nuevo León investments.
Power, water, talent deciding which Texas region wins the next decade.
Texas-Mexico nearshoring boom just starting. Top CEOs' playbooks.
The 2030 vision becoming reality today.
Silicon Valley brains plus Texas land plus Monterrey hands.
Align your brand with the defining media platform of Physical AI renaissance.
Per season or episode. Maximum brand visibility and association.
"The Capex Report" or "The Migration Playbook" branded segments.
At F50 Corridor Summits with direct access to attendees.
Reports with F50 Insights reaching 100K+ decision-makers.
Limited, high-integrity sponsorships available. Contact: partnerships@f50.io
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.

F50 Physical AI & Manufacturing