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jacomo corbo

T2 · manager / operator

Co-founder of PhysicsX, building an AI-driven engineering simulation platform for industrial companies across aerospace, semiconductors, automotive, and energy. Leads a team of ~270 people globally from London and New York.

5 calls·5 names·60% bull·last heard 2 months ago·Scaling Europe
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$PHYSICSXPhysicsXposition

PhysicsX founder outlines AI simulation stack replacing numerical methods across industrials

PhysicsX is building a horizontal AI platform that replaces legacy numerical simulation with inference-based physics models, achieving 10,000x to 1Mx speedups and enabling simulation across the full product lifecycle from design to manufacturing.

Scaling Europe2026-07episode →
2ndmedium conviction
$GENERAL-CATALYSTGeneral Catalyst

General Catalyst leads PhysicsX Series A in fall 2023, backing horizontal industrial AI platform

General Catalyst's early backing of PhysicsX signals conviction in a horizontal AI simulation platform spanning multiple industrial verticals.

Scaling Europe2026-07episode →
3rdmedium conviction
$NVDANvidia

Nvidia partners with PhysicsX on Industrial AI Cloud and invests in Series B, signaling push into industrial AI

Nvidia's partnership with PhysicsX on the Industrial AI Cloud and equity investment extends its reach into industrial physics simulation, providing training compute for large physics models at customer sites.

Scaling Europe2026-07episode →

most discussed · click a bar to filter

  • $GENERAL-CATALYST
  • $NVDA
  • $SIEGY
  • $DTEGY
  • $PHYSICSX

recurring themes

  • Advanced Manufacturing3
  • AI Infrastructure2
  • Geopolitics & Trade2
  • AI Applications1
  • Data Center Infrastructure1
5 total
$GENERAL-CATALYST
General Catalyst
MEDjacomo corbo·Scaling Europe·2 months ago·PhysicsX helps companies design & manufacture industrial products faster: Jacomo Corbo, PhysicsX
General Catalyst leads PhysicsX Series A in fall 2023, backing horizontal industrial AI platform
General Catalyst's early backing of PhysicsX signals conviction in a horizontal AI simulation platform spanning multiple industrial verticals.
"since the series A, you know, which we we raised led by General Catalyst in the fall of 2023"
10:29
$NVDA
···
Nvidia
MEDjacomo corbo·Scaling Europe·2 months ago·PhysicsX helps companies design & manufacture industrial products faster: Jacomo Corbo, PhysicsX
Nvidia partners with PhysicsX on Industrial AI Cloud and invests in Series B, signaling push into industrial AI
Nvidia's partnership with PhysicsX on the Industrial AI Cloud and equity investment extends its reach into industrial physics simulation, providing training compute for large physics models at customer sites.
"Deutsche Telekom um, NVIDIA joined our Series B extension uh, late uh, last year. Um, you know, the Industrial AI Cloud um, is uh, you know, we're working with both on the Industr…"
19:12
$SIEGY
···
Siemens
LOWjacomo corbo·Scaling Europe·2 months ago·PhysicsX helps companies design & manufacture industrial products faster: Jacomo Corbo, PhysicsX
Siemens collaborates with PhysicsX and Nvidia on data center engineering simulation
Siemens' involvement in the data center simulation partnership with PhysicsX and Nvidia highlights industrial software incumbents engaging with AI-native simulation.
"we announced earlier this year, you know, work that we're doing around data centers together with Nvidia and and and Siemens."
6:01
$DTEGY
···
Deutsche Telekom
MEDjacomo corbo·Scaling Europe·2 months ago·PhysicsX helps companies design & manufacture industrial products faster: Jacomo Corbo, PhysicsX
Deutsche Telekom joins PhysicsX Series B and co-develops Industrial AI Cloud for physics model training
Deutsche Telekom's investment and infrastructure partnership with PhysicsX provides sovereign European compute capacity for training large industrial physics models.
"Deutsche Telekom um, NVIDIA joined our Series B extension uh, late uh, last year. Um, you know, the Industrial AI Cloud um, is uh, you know, we're working with both on the Industr…"
19:12
$PHYSICSX
PhysicsX
HIGHjacomo corbo·Scaling Europe·2 months ago·PhysicsX helps companies design & manufacture industrial products faster: Jacomo Corbo, PhysicsX· position
PhysicsX founder outlines AI simulation stack replacing numerical methods across industrials
PhysicsX is building a horizontal AI platform that replaces legacy numerical simulation with inference-based physics models, achieving 10,000x to 1Mx speedups and enabling simulation across the full product lifecycle from design to manufacturing.
"Um so we describe what we're doing as building a new engineering simulation software stack, one that's purpose-built to bring AI to how engineering, manufacturing, production get…"
0:22
9
AI Infrastructuretailwind
AI inference replaces numerical simulation for industrial physics at 10,000x speedup
PhysicsX demonstrates that large physics models trained on simulation and real-world data can supersede traditional CAE, enabling high-fidelity simulation across the entire product lifecycle from design to manufacturing operations.
9
AI Applicationstailwind
AI inference replaces numerical simulation across industrial product lifecycle
PhysicsX is moving engineering simulation from legacy numerical methods to AI inference, achieving 10,000x to 1Mx speedups while training on both simulation data and real-world measurements from wind tunnels, test dynos, and operating equipment. This enables high-fidelity simulation to be used downstream in manufacturing, testing, and operations — not just detailed design — creating a new software layer for industrial production.
8
Data Center Infrastructuretailwind
Data center supply chain from energy to cooling drives demand for industrial AI simulation
The full data center stack — gas turbines, chilling units, step-down transformers, and internal equipment — represents a massive industrial surface area where AI-driven simulation can optimize design and manufacturing, pulling in partners like Nvidia and Siemens.
8
AI Economics & Business Modelstailwind
Scaling laws for physics models drive compute investment and horizontal platform strategy
Established data and model-size scaling laws for physics models — where larger models trained on more data generalize better zero-shot — give PhysicsX conviction to invest heavily in larger pre-trained models and pursue a land-grab across multiple industrial verticals simultaneously.
8
AI Infrastructuretailwind
Scaling laws validated for large physics models, driving compute investment
PhysicsX has established data and model-size scaling laws for pre-trained physics models analogous to those in language and robotics: larger models trained on more data show better generalization and zero-shot performance. This gives the company conviction to invest heavily in larger, more capable physics models, implying sustained demand for specialized AI training compute in industrial domains.
8
Advanced Manufacturingtailwind
Neo-manufacturers in quantum, fusion, aerospace scaling rapidly and adopting AI simulation
A new wave of neo-manufacturers across semiconductors, quantum, fusion, and aerospace are reaching production scale and becoming major engineering organizations, creating a growing customer base for AI-native simulation platforms.
7
Semiconductorstailwind
Semi-cap equipment makers and fabs adopt AI simulation for advanced packaging and process control
PhysicsX's work with semiconductor equipment manufacturers and fabs on advanced packaging and process control indicates the semi supply chain is a beachhead for AI-native simulation, with global footprint requiring global service capability.
7
Energy & Power Generationtailwind
AI process control cuts electricity use in aluminum smelting and optimizes gas turbines
Real-time AI control of industrial processes like aluminum smelting cell baths and gas turbine operations can materially reduce energy consumption and improve yield, linking industrial AI directly to power generation efficiency.