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Why a Chemist Left $7B to Bet on Physical AI Before Everyone Else | Bilal Zuberi, Red Glass Ventures
The Peel with Turner Novak

Why a Chemist Left $7B to Bet on Physical AI Before Everyone Else | Bilal Zuberi, Red Glass Ventures

10/8/20261:38:43
0:001:38:43

<p>Bilal Zuberi spent 18 years investing hard tech, most of it as a GP at Lux ($7B AUM), before starting @RedGlassVC in 2025 to bet on AI that touches the physical world.</p><p><br></p><p>Bilal was making defense tech investments 15 years ago, and he led the Series A in Applied Intuition, now a $15