Investing in Atlas Motion

Solving the most critical bottleneck in scaling Physical AI

At Also Capital, we love to go against the grain. And when we do, we bet big.

We lead ~10 Formation-stage investments per fund.

Since 2020, we’ve backed founders building bigger satellites when everyone thought we should go smaller. We’ve backed companies making drugs in space when consensus was that comms was the only business case. And we’ve backed companies commercializing nuclear power before Executive Orders were even a thought.

We’re doing it again with Atlas Motion, which today announced their $11.5M seed, with Greycroft, Sunflower, Ravelin, and angels Jai Malik (AMCA) and Scott Sanders (Forterra) participating.

Atlas convinced us of two things we historically hadn’t been willing to believe:

1. You can generate venture returns building at the sub-system level; and

2. The ability to scale manufacturing is a defensible moat with potential for high returns on capital over time.

The authenticity, credibility, and clarity of thought from Christian, Tom, and Carlo forced us to evolve our thinking. And from what I’ve watched them build and deliver over the past 6 months, I’m glad we did.

They’ve gone from emptying their bank accounts to fund the initial days of Atlas to production capacity of 10,000 motors/mo, scaling to 40,000/mo by year end, representing revenue capacity in the tens of millions, and with real customer contracts already in hand.

They’ve built a world class team of nearly 20 across two continents, with more expansion on the horizon.

Most importantly, they’ve articulated a clear view of the true bottleneck in Physical AI:

“Intelligence is improving monthly. The motion systems are not. Physical intelligence is a manufacturing problem.”

What a fun journey ahead.

Visit them to learn more at https://atlasmotion.com/