No. 003 FIELD NOTE
Physical AI · 1 min · Mar 22, 2026
Warehouses Are the First Real Market
Structured, repetitive, indoors, and paid by the hour. The warehouse is where embodiment ships first.
The notebook
27 dated entries, newest first. Teardowns, field notes, build logs, and signals.
Physical AI · 1 min · Mar 22, 2026
Structured, repetitive, indoors, and paid by the hour. The warehouse is where embodiment ships first.
Future · 1 min · Mar 19, 2026
The agent can draft the message. It cannot want the thing you want. That distinction holds.
Industry · 1 min · Mar 13, 2026
Compute is a supply chain, not a faucet. The shortage was a lesson in who controls the substrate.