Product & Tech
Seb
"Infrastructure meets intelligence": physical AI is redefining the connected world — AI fed real-time data from IoT sensors, processed at the far edge, triggering near-immediate physical action
Signal: the canonical physical-AI loop (sensor → far-edge reasoning → physical action) is exactly daXos's data path — and the piece treats the sensor-data substrate as the bottleneck, not the model. Lift this framing into the deck: own the "trusted real-time substrate for physical AI" line before a chip vendor does.
Telefónica Tech's 2026 IoT outlook puts physical AI and autonomous mobility at the top of the list — sensor-fed AI acting on the physical world is now the headline trend, not an edge case
Watch: a carrier-grade IoT operator naming physical AI as the #1 trend means the connectivity layer wants in on the data value. Telefónica is a potential channel and a potential land-grabber — map it as a partner conversation now, while we still define the neutral layer above their pipes.
GTIA's 11 IoT predictions for 2026: autonomous systems will not only fire real-time actions but generate their own predictive-maintenance code — IoT crosses from connected to self-operating
Signal: self-writing, self-acting devices raise the stakes on data lineage — you cannot let an agent generate maintenance code off a corrupt or single-vendor feed. Position reconciled, provenanced data as the safety pre-req for agentic IoT, not a reporting nicety.
IoT Analytics maps the emerging industrial digital technologies to watch — edge AI, agentic AI and physical AI top the radar for sensor-driven operations
Use: a clean third-party taxonomy to slot daXos into ("the data layer beneath edge + agentic + physical AI"). Borrow their category map for the architecture slide so investors see exactly where our wedge sits relative to the hyped layers above it.