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Pillar 01 of 03 · Embodied & Physical AI
Unit n.
Intelligence is leaving the screen. Program a humanoid from the factory cell to the care home, and make every deployment cheaper than the last.
- 01Build a program from motion commands.
- 02Run it and watch the robot execute.
- 03Every instruction adds $500 to unit cost. Hit par.
Five deployments · 3 to 5 minutes
SENUUnit n · Pillar 01
BOM
Instructions
0 PAR
Unit n cost
ProgramTap a step to select it. New steps go after it.
KEYS · W or ↑ forward · A or ← left · D or → right · G grip · S soft grip · P place · R repeat · Backspace delete · Enter run
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VENTURE PARTNERS
Unit n · Deployment complete
From factory cell to care home.
Your programs · BOM path: Bank of America Institute · Mar 2026
We would rather own the company that makes a capability affordable than the one that makes it first.
When the cost of a capable technology halves, the market does not grow linearly. It steps up geometrically.
Three interlocking domains
Sources: Bank of America Institute, Transformation: Physical AI, Part 2 (Mar 2026) · PitchBook (2025) · SENU Investment Thesis (Oct 2026) · U.S. FDA, Medical Device User Fees FY2027 · Global Coalition on Aging. The game timeline starts in 2026 from the cited 2025 BOM. Values for 2027 to 2029 are an illustrative path toward the 2030 projection of $13K to $17K.
SENU Venture Partners · Chicago · Not an offer to sell or solicitation to buy any security.
SENU Venture Partners · Chicago · Not an offer to sell or solicitation to buy any security.