The Drop 2025 - Ripple summaries

Physical AI: A lot of hype, but where should climate founders focus?


This Ripple discussed how robotics and physical AI are changing real-world industries. The conversation covered manufacturing, agriculture, and forestry, focusing on what actually works outside of labs and startups.

Some key takeaways:

  • True game changers come from rethinking old processes, not just replacing humans with robots.

  • Getting early revenue and proof of concept with big customers helps smaller companies break through.

  • Deep knowledge of one industry often beats broad horizontal solutions.

  • Manufacturing needs a full shift toward digital and sustainable methods to really lower waste and cost.

  • Founders should focus on selling and real-world results, not just perfecting tech.

  • Asia is now leading in scaling and manufacturing—Europe must learn and adapt fast.

  • Policy, strong teams, and the right commercial strategy matter as much as the latest gadgets.

All in all, Ripple’s message: To make real impact with robotics and climate tech, focus on results, keep an open mind, and build strong partnerships from the start.

HOSTS

Ari Helgason
Transition

Anjum Rangwala
EQT Foundation

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