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Wall Street for the Physical Buildout

Y Combinator Short 16 days ago

Description

Software is cheap to start. Robots, GPU clusters, and data centers are not.

The physical AI buildout will need new ways to finance steel and silicon: lenders, leasing companies, securitization, and hedging products designed around machines and compute. Every great infrastructure boom created financial giants alongside it.

Apply for the Winter 2027 batch at ycombinator.com/apply.