INSIGHTS

When AI Leaves the Screen

Physical AI moves intelligence into machines that must perceive changing environments, make decisions, and safely perform work. Ottonomy is building at that intersection — across 14 geographies, healthcare workflows, and a remote Australian mining village.

By Connetic TeamPublished July 29, 2026

Cool Private Company

Most AI attention is still focused on software. Physical AI moves intelligence into machines that must perceive changing environments, make decisions, and safely perform work in the real world.

Ottonomy is building at that intersection. Its autonomous delivery robots are designed to navigate indoor and outdoor environments, while its Ottumn.AI platform is intended to coordinate robots, drones, elevators, smart lockers, and other connected infrastructure. In recent public updates, the company said its Ottobots were operating across 14 geographies and participating in healthcare workflows.

Ottonomy Contextual AI 2.0 perception and edge-intelligence visualization — Ottonomy’s Contextual AI 2.0 applies visual-language models at the edge. Image: Ottonomy.

Perceive	Act	Coordinate
Visual-language models help interpret context at the edge.	Robots move goods through dynamic indoor and outdoor environments.	One orchestration layer connects fleets and physical infrastructure.

A March 2026 pilot with Sodexo Australia at Rio Tinto’s Gudai-Darri mining operation points to the larger opportunity. The same underlying autonomy and orchestration capabilities can extend from hospitals to industrial sites and other environments where moving supplies reliably is operationally important.

Ottonomy autonomous delivery robot in the Gudai-Darri mining village pilot — Ottonomy and Sodexo are testing autonomous delivery in a remote Australian mining village. Image: Ottonomy.

Ottonomy was reported as a VCAFX portfolio holding in the Fund’s Schedule of Investments as of December 31, 2025. The company is included here because it illustrates the physical-AI theme, not as evidence of Fund or company performance.

Sources: Ottonomy public LinkedIn updates; Contextual AI 2.0; Sodexo-Ottonomy pilot announcement; and the Fund’s SEC-filed Schedule of Investments as of December 31, 2025. Operating and deployment statements are company-reported and have not been independently verified by Connetic. Fund holdings are subject to change.

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