Data Is the New Constraint

AI is moving into the physical economy.

In this episode of Big Ideas 2026, we explore what changes when AI leaves the screen and becomes part of factories, construction sites, supply chains, and critical infrastructure. When the product is physical, reliability matters, real-world constraints appear quickly, and the advantage shifts from standalone software to end-to-end systems.

You will hear from Erin Price-Wright on factory-first principles, Ryan McEntush on the electro-industrial stack, Zabie Elmgren on physical observability, and Will Bitsky on why data, not compute, determines who wins.

Together, these ideas define what physical AI really means: not smarter chat, but deployable systems built for the real world, grounded in new operating models, industrial infrastructure, and defensible data collection.

Resources:

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Read more all of our 2026 Big Ideas

Part 1: https://a16z.com/newsletter/big-ideas-2026-part-1

Part 2: https://a16z.com/newsletter/big-ideas-2026-part-2/

Part 3: https://a16z.com/newsletter/big-ideas-2026-part-3/

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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

Stay Updated:

Find a16z on X

Find a16z on LinkedIn

Listen to the a16z Show on Spotify

Listen to the a16z Show on Apple Podcasts

Follow our host: https://twitter.com/eriktorenberg

Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.

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