# Bilal Zuberi

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Navigating the AI Investment Landscape

The AI investment landscape is rapidly evolving, with groundbreaking innovations and challenges emerging at every turn. Arif Hilaly of Bain Capital Ventures, Calvin Chin of E14 Fund, Bilal Zuberi of Lux Capital, John Chu of Khosla Ventures, and Lisa of 99 VC discuss trends, valuation dynamics, and …

Shake-ups at Silicon Valley's Biggest VC Firms

After a brief hiatus, the Newcomer podcast is back! Madeline Renbarger has rejoined me as my co-host to help break down all of the news across venture capital and startups. This week, we’re kicking off with a massive $693 million chip deal and Google’s huge quantum computing breakthroughs, in ne…

Investing in the Age of AI: Deep Tech, Risk, and Reward with Bilal Zuberi

How will AI reshape the future of deep tech, industry, and investment? In this episode of the MIT CSAIL Alliances Podcast, host Kara Miller speaks with Bilal Zuberi, founder and managing partner of Red Glass Capital. A longtime venture capitalist, Zuberi explains why AI isn’t just changing apps a…

AI in the Physical World, Human-Centered Founders, and the New Role of Venture Capital with Bilal Zuberi

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, int…

Tweets over coffee 2 Apr 2026

Tweets over Coffee with Joe Haslam ☘ 🇪🇺, Bilal Zuberi, Paul Treyvaud, Lex Fridman, 𝘽𝙤𝙗𝙗𝙮 𝙃𝙚𝙖𝙡𝙮

The Global Software Market Is Just Too Small: Bilal Zuberi on Physical AI's Moment

Brad Porter sits down with Bilal Zuberi: MIT PhD, former Lux Capital GP, and the investor behind Applied Intuition, the most profitable physical AI company you've probably never heard of. They dig into why the smartest money is leaving mega-funds, what separates visionary founders from execution fo…

What Happens When AI Enters the Physical World

Bosch outsells nearly every software company in the automotive industry, but nobody in Silicon Valley thinks of Bosch as a software company. That blind spot is the entire thesis of this episode: the physical world runs on trillions of dollars of GDP that AI has barely touched, and the founders who …

Fault Lines #10 - Bilal Zuberi - Deep Tech Ventures and the Future of AI

Bilal Zuberi, a renowned deep tech investor, recently shared insights during a visit to Paris. With over 16 years of experience in deep tech investing, Bilal has been at the forefront of backing innovations across various sectors, including semiconductors, biotechnology, clean energy, and defense t…

Investing Where AI Meets the Physical World | Red Glass Ventures Founder & Managing Partner Bilal Zuberi

"What happens when the cost of intelligence goes to zero?" Tiffany Kayo is joined by Bilal Zuberi, founder and managing partner of Red Glass Ventures. Bilal has spent 18 years in venture. He was part of General Catalyst's early team, where he helped build its deep tech portfolio, and later backed …

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

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. Bilal was making defense tech investments 15 years ago, and he led the Series A in Applied Intuition, now a $15 billion company. …