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Our Bet on the Next Layer of Physical AI

AI has learned to read, write, see and hear. But for machines to truly operate in the physical world, they also need to 𝗳𝗲𝗲𝗹.

That is one of the reasons In Group is leading the investment in TacnIQ.ai.

We believe Physical AI will be an important next frontier. As AI moves beyond screens into robots, industrial systems, wearables and autonomous machines, the ability to understand physical interaction becomes increasingly critical.

Some use cases:

– 𝘈 𝘳𝘰𝘣𝘰𝘵𝘪𝘤 𝘨𝘳𝘪𝘱𝘱𝘦𝘳 𝘵𝘩𝘢𝘵 𝘬𝘯𝘰𝘸𝘴 𝘸𝘩𝘦𝘯 𝘪𝘵 𝘪𝘴 𝘢𝘣𝘰𝘶𝘵 𝘵𝘰 𝘤𝘳𝘶𝘴𝘩 𝘢 𝘧𝘳𝘢𝘨𝘪𝘭𝘦 𝘰𝘣𝘫𝘦𝘤𝘵.

– 𝘈 𝘸𝘢𝘳𝘦𝘩𝘰𝘶𝘴𝘦 𝘸𝘦𝘢𝘳𝘢𝘣𝘭𝘦 𝘵𝘩𝘢𝘵 𝘥𝘦𝘵𝘦𝘤𝘵𝘴 𝘶𝘯𝘴𝘢𝘧𝘦 𝘭𝘪𝘧𝘵𝘪𝘯𝘨 𝘱𝘢𝘵𝘵𝘦𝘳𝘯𝘴 𝘣𝘦𝘧𝘰𝘳𝘦 𝘵𝘩𝘦𝘺 𝘤𝘢𝘶𝘴𝘦 𝘪𝘯𝘫𝘶𝘳𝘺.

– 𝘈 𝘳𝘦𝘩𝘢𝘣𝘪𝘭𝘪𝘵𝘢𝘵𝘪𝘰𝘯 𝘥𝘦𝘷𝘪𝘤𝘦 𝘵𝘩𝘢𝘵 𝘶𝘯𝘥𝘦𝘳𝘴𝘵𝘢𝘯𝘥𝘴 𝘤𝘩𝘢𝘯𝘨𝘦𝘴 𝘪𝘯 𝘱𝘳𝘦𝘴𝘴𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘷𝘦𝘮𝘦𝘯𝘵.

– 𝘈 𝘤𝘢𝘳𝘦 𝘳𝘰𝘣𝘰𝘵 𝘵𝘩𝘢𝘵 𝘤𝘢𝘯 𝘢𝘴𝘴𝘪𝘴𝘵 𝘢 𝘱𝘢𝘵𝘪𝘦𝘯𝘵 𝘸𝘪𝘵𝘩 𝘨𝘳𝘦𝘢𝘵𝘦𝘳 𝘴𝘦𝘯𝘴𝘪𝘵𝘪𝘷𝘪𝘵𝘺 𝘢𝘯𝘥 𝘱𝘳𝘦𝘤𝘪𝘴𝘪𝘰𝘯.

These are not abstract use cases. They require machines to interpret touch, force, friction, vibration and movement in real time.

What makes TacnIQ particularly interesting is that it is approaching this from the 𝗿𝗲𝗮𝗹 𝘄𝗼𝗿𝗹𝗱 𝗳𝗶𝗿𝘀𝘁. Unlike many AI companies that begin with software and later search for applications, TacnIQ is deploying tactile sensing systems across real operating environments today while building the data foundation for increasingly capable tactile foundation models.

That real-world data flywheel is a key part of our investment thesis: 𝘐𝘧 𝘷𝘪𝘴𝘪𝘰𝘯 𝘮𝘰𝘥𝘦𝘭𝘴 𝘩𝘦𝘭𝘱 𝘮𝘢𝘤𝘩𝘪𝘯𝘦𝘴 𝘶𝘯𝘥𝘦𝘳𝘴𝘵𝘢𝘯𝘥 𝘸𝘩𝘢𝘵 𝘵𝘩𝘦𝘺 𝘴𝘦𝘦, 𝘵𝘢𝘤𝘵𝘪𝘭𝘦 𝘮𝘰𝘥𝘦𝘭𝘴 𝘤𝘰𝘶𝘭𝘥 𝘩𝘦𝘭𝘱 𝘵𝘩𝘦𝘮 𝘶𝘯𝘥𝘦𝘳𝘴𝘵𝘢𝘯𝘥 𝘸𝘩𝘢𝘵 𝘵𝘩𝘦𝘺 𝘵𝘰𝘶𝘤𝘩.

We are also excited about TacnIQ’s work with Synaptics Incorporated. Synaptics brings decades of expertise in touch sensing, semiconductors and edge AI, and its involvement provides valuable technical and ecosystem alignment as TacnIQ works to bring tactile intelligence into real-world hardware at scale.

For us, this investment is a bet on a broader idea: 𝗧𝗵𝗲 𝗻𝗲𝘅𝘁 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻 𝗼𝗳 𝗶𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝘁 𝗺𝗮𝗰𝗵𝗶𝗻𝗲𝘀 𝘄𝗶𝗹𝗹 𝗻𝗲𝗲𝗱 𝘁𝗼 𝘂𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝘁𝗵𝗲 𝗽𝗵𝘆𝘀𝗶𝗰𝗮𝗹 𝘄𝗼𝗿𝗹𝗱 𝗻𝗼𝘁 𝗼𝗻𝗹𝘆 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗰𝗮𝗺𝗲𝗿𝗮𝘀 𝗮𝗻𝗱 𝗺𝗶𝗰𝗿𝗼𝗽𝗵𝗼𝗻𝗲𝘀, 𝗯𝘂𝘁 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗰𝗼𝗻𝘁𝗮𝗰𝘁 𝗶𝘁𝘀𝗲𝗹𝗳.

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