Investing Where AI Meets the Physical World | Red Glass Ventures Founder & Managing Partner Bilal Zuberi

"What happens when the cost of intelligence goes to zero?" Tiffany Kayo is joined by Bilal Zuberi, founder and managing partner of Red Glass Ventures. Bilal has spent 18 years in venture. He was part of General Catalyst's early team, where he helped build its deep tech portfolio, and later backed around 70 companies as a GP at Lux Capital. He then raised a $150M first fund to write first checks into companies at the intersection of AI and the physical world, with LPs including Toyota's Woven Capital and Sojitz Corporation. He shares: How venture turned into a barbell of lottery-ticket seed funds and mega-fund asset allocators, and the missing middle it left behind Why he backs founders he'd still fund if they changed ideas, and how he tells missionaries from mercenaries Why physical AI is much bigger than robots, from software-designed hardware to the intelligence layer on top How he wrote the first check into Nominal at a $5M post, then invested again at $1B Why physical AI startups go global, and come to Japan, much earlier than software companies ever did Connect with Bilal Zuberi: https://www.linkedin.com/in/bzuberi/ https://x.com/bznotes Connect with Tiffany Kayo: https://www.linkedin.com/in/tiffanykayo/ https://x.com/tiffanykayo If you're working on something ambitious and Building with Japan, we'd love to hear from you! Get in touch with us here: https://coralcap.co/contact/?lang=en