Nilanjana Bhowmik and Bilal Zuberi decode the next trillion-dollar shift: AI transforming the physical world.

With 16+ years in early-stage deep tech investing, and a career spanning MIT, General Catalyst, Lux Capital, and now Red Glass Ventures, Bilal Zuberi explains why physical AI, robotics, intelligent machines, and industrial automation represent the next trillion-dollar wave.

He dives deep into how AI reduces the cost of intelligence, how it will touch every physical industry (automotive, manufacturing, construction, energy, semiconductors, healthcare, defense), and what kind of founders will define the next decade.

This episode is a masterclass for founders, operators, and investors building at the intersection of AI, software, and the real world.

Inside the Episode:

- Why physical AI is the next big shift

- AI’s impact on automotive, aviation, semiconductors, manufacturing, construction, healthcare, and defense

- How AI can fill critical shortages in scientists, engineers, healthcare specialists, and manufacturing talent

- Why most industrial incumbents lack internal AI capability

- Types of founders that succeed

- Founder–market fit: what Bilal looks for in the first 10 minutes

- Why mega-funds cannot support early founders the way they used to

- The gap between small seed funds and massive multibillion-dollar firms

- How Bilal supports founders across hiring, GTM, product insertion points, and capital strategy

- Capital Strategy in the Physical World

- How to think about $5M, $10M, and $50M raises

- The human side of venture

Post Money Podcast features conversations with the world’s leading founders and venture capitalists across industries. Hosted by Nilanjana Bhowmik, Founder & General Partner at Converge, Post Money dives into the art of raising capital, building high-growth companies, founder psychology, early-stage strategy, and the human decisions behind iconic outcomes. New episodes weekly with the builders and backers shaping the next decade of innovation.