Physical Intelligence revenue and valuation
Specter estimates Physical Intelligence's annual revenue at $20M to $124M and its valuation at $2.99B to $11B. The company was priced at $5.6B in November 2025.
- Estimated revenue
- $20M–$124M
- Estimated valuation
- $2.99B–$11B
- Total funding
- $1.07B
- Founded
- 2024
- Headquarters
- San Francisco, United States
- Employees
- 399
Physical Intelligence revenue
Specter's model puts current revenue between $20M and $124M.
Monthly data
| Month | Specter estimate | Low | High | Reported revenue |
|---|---|---|---|---|
| $72M | $20M | $124M | ||
| $67M | $19M | $115M | ||
| $50M | $16M | $84M | ||
| $44M | $14M | $75M | ||
| $47M | $17M | $77M | ||
| $41M | $17M | $66M | ||
| $39M | $14M | $64M | ||
| $35M | $10M | $60M | ||
| $36M | $10M | $63M | ||
| $34M | $11M | $57M | ||
| $35M | $13M | $58M | ||
| $31M | $9M | $52M | ||
| $22M | $7M | $36M | ||
| $23M | $6M | $39M | ||
| $20M | $7M | $33M | ||
| $18M | $5M | $30M | ||
| $18M | $5M | $30M | ||
| $15M | $4.7M | $25M | ||
| $14M | $4.2M | $23M | ||
| $14M | $3M | $26M | ||
| $13M | $3M | $23M | ||
| $10M | $4.2M | $17M | ||
| $10M | $4.9M | $15M | ||
| $9M | $2.8M | $15M | ||
| $2.9M | $1M | $4.8M | ||
| $2.3M | $800K | $3.9M | ||
| $2M | $600K | $3.4M |
Physical Intelligence valuation
Physical Intelligence's valuation rose from $2.4B at its Series A in November 2024 to $5.6B at its Series B in November 2025. Specter's live estimate sits between $2.99B and $11B.
Monthly data
| Month | Specter estimate | Low | High | Reported valuation |
|---|---|---|---|---|
| $5.74B | $2.99B | $11B | ||
| $5.73B | $3.22B | $10.2B | ||
| $5.8B | $3.38B | $9.98B | ||
| $5.73B | $3.56B | $9.22B | ||
| $6.26B | $4.63B | $8.46B | ||
| $5.97B | $4.56B | $7.81B | ||
| $5.79B | $4.53B | $7.41B | ||
| $5.73B | $4.63B | $7.09B | ||
| $5.79B | $4.72B | $7.1B | ||
| $5.73B | $4.72B | $6.95B | ||
| $5.86B | $4.85B | $7.09B | ||
| $5.6B | $4.66B | $6.73B | $5.6B (round) | |
| $5.22B | $3.81B | $7.15B | ||
| $4.86B | $3.93B | $6.02B | ||
| $4.53B | $3.57B | $5.75B | ||
| $4.22B | $3.34B | $5.33B | ||
| $3.93B | $3.04B | $5.1B | ||
| $3.67B | $2.86B | $4.7B | ||
| $3.42B | $2.69B | $4.33B | ||
| $3.18B | $2.53B | $4.01B | ||
| $2.97B | $2.37B | $3.71B | ||
| $2.76B | $2.24B | $3.41B | ||
| $2.58B | $2.08B | $3.19B | ||
| $2.4B | $2B | $2.89B | $2.4B (round) | |
| $390M | $193M | $820M | ||
| $360M | $195M | $750M | ||
| $410M | $240M | $960M |
Physical Intelligence funding rounds
| Date | Round | Raised | Post-money valuation | Lead investors |
|---|---|---|---|---|
| Non-equity assistance | Undisclosed | Undisclosed | The Walt Disney Company | |
| Series B | $600M | $5.6B | CapitalG | |
| Series A | $400M | $2.4B | Thrive Capital, Jeff Bezos, Lux Capital | |
| Seed | $70M | Undisclosed | Thrive Capital |
Physical Intelligence competitors
The embodied AI market splits between specialized industrial automation and general humanoid intelligence.
| Company | Revenue | Valuation |
|---|---|---|
| $20M–$124M | $2.99B–$11B | |
| $8.7M–$27M | $1.17B–$1.8B | |
| $5.6M–$38M | $2.57B–$3.79B | |
| $20M–$45M | $2.49B–$4.07B | |
| $4.1M–$13M | $17M–$113M |
Physical Intelligence revenue and valuation FAQ
What is Physical Intelligence's revenue?
Specter estimates Physical Intelligence's annual revenue at $20M to $124M as of October 2026.
What is Physical Intelligence's valuation?
Physical Intelligence's latest post-money valuation is $5.6B, from a November 2025 Series B. Specter's live estimate is $2.99B to $11B.
How much funding has Physical Intelligence raised?
$1.07B across four rounds, from a $70M Seed in March 2024 to a non-equity assistance in July 2026.
Who invested in Physical Intelligence?
16 investors, including CapitalG, Jeff Bezos, Lux Capital, The Walt Disney Company and Thrive Capital.
Who are Physical Intelligence's competitors?
Rhoda AI, Generalist, X Square Robot (自变量机器人) and Menlo Research. Specter ranks 29 competitors for Physical Intelligence.