The Global Software Market Is Just Too Small: Bilal Zuberi on Physical AI's Moment

Brad Porter sits down with Bilal Zuberi: MIT PhD, former Lux Capital GP, and the investor behind Applied Intuition, the most profitable physical AI company you've probably never heard of. They dig into why the smartest money is leaving mega-funds, what separates visionary founders from execution founders, and why the entire enterprise software market is smaller than most people think. Bilal makes the case that AI's real impact isn't in chatbots, it's in a physical world that's stayed dumb for decades.