Issue Brief Physical AI A Primer for Policymakers on AI-Robotics Convergence Author John VerWey February 2026 Executive Summary algorithms and software, and scalable manufacturing requires large amounts of patient capital. In addition, much of the supply chain for robotics components is commoditized, and the relatively slim margins dissuade innovative startups from competing with established incumbents. Adding to these challenges, each robotics company is pursuing its own unique approach, meaning the supply ...