The best Physical AI newsletters

Ed Sim's weekly newsletter offers short personal notes and commentary on AI infrastructure, security, enterprise software, physical AI and venture investing, often tied to portfolio companies. Readers get a venture investor's take on recent industry announcements and deal flow, mixed with some reflective essays.

A weekly podcast-style newsletter featuring long conversations with founders, investors and operators, with episode timestamps, show notes and sponsor reads. Readers get interview takeaways on fintech, hard tech investing and consumer hardware building.