The Missing Layer of Physical AI

Why the next AI transition will run on habitat, not models.

There is a building in Tel Aviv that does not look like the beginning of a theory. Eight hundred square meters. Concrete floors. High ceilings. Mediocre parking. Near a Honda motorbike dealership. Inside, for almost a decade, a handful of early-stage startups shared desks, whiteboards, and a kitchen with people from some of the world's largest corporations, companies whose combined revenue exceeds what most nations produce in a year.