YC Demo Day’s nine buzziest startups mostly target the physical world

  • Beyond software wrappers: TechCrunch’s list of companies named by at least two investors leans toward AI compute, robotics, and energy. TechCrunch

Indie builders can sell software around the hardware

  • You do not have to build a robot: Waddle Labs is making an API that turns natural-language instructions into robot control code. Praxis AI converts videos of people at work into robot training data. For a small team, integration, data collection, or verification software is more accessible than manufacturing the machines.

Start with one customer and one narrow task

  • Leave the general robotics platform for later: Find a business that already uses a specific machine, then test whether you can turn one repetitive job into an instruction or training-data workflow. Add hardware only after a customer pays for the first use case.

The rest of today’s news

  • AI labs reopen the safety debate: The industry is arguing over warnings from Anthropic researchers and recent agent-security incidents. TechCrunch
  • Obama asks Democrats for an AI safeguards plan: He called for a public policy framework covering AI’s economic effects and safety risks. TechCrunch
  • Fusion startups seek defense funding: As climate-tech funding slows, companies including Xcimer are signing defense partnerships and investments. TechCrunch