Franz Tschimben (ALLSIDES) & Michael Brehm & Ben Scheidt (Redstone): Why physical AI needs 3D data

<p>The next wave of AI will not be driven by larger general-purpose models alone. It will be verticalized, grounded in the physical world, and trained on reality-grade 3D data.</p><p>In this EUVC episode, host <a href="https://www.linkedin.com/in/andreas-euvc/?locale=en" target="_blank" rel="ugc noopener noreferrer">Andreas Munk Holm</a> speaks with <a href="https://www.linkedin.com/in/michaelbrehm/" target="_blank" rel="ugc noopener noreferrer">Michael Brehm</a> (General Partner and Founder at <a href="https://redstone.vc/" target="_blank" rel="ugc noopener noreferrer">Redstone</a>), <a href="https://www.linkedin.com/in/benjaminscheidt/" target="_blank" rel="ugc noopener noreferrer">Ben Scheidt</a> (Partner at <a href="https://redstone.vc/" target="_blank" rel="ugc noopener noreferrer">Redstone</a>) and <a href="https://www.linkedin.com/in/franz-tschimben/" target="_blank" rel="ugc noopener noreferrer">Franz Tschimben</a> (Co-Founder of <a href="https://www.allsides.tech/" target="_blank" rel="ugc noopener noreferrer">ALLSIDES</a>).</p><p>They explore why one-size-fits-all AI falls short in robotics, simulation, and other physical applications, and how ALLSIDES converts physical objects into relightable 3D digital twins in minutes.</p><p>ALLSIDES has worked with clients such as Meta, Amazon, Nike, adidas, Zalando, NUREG, GORE-TEX, La Sportiva, and Inditex Group brands including Zara, Massimo Dutti, and Bershka. It also has a deep integration with NVIDIA.</p><p><strong>Key takeaways</strong></p><ul><li>As foundation models commoditize, defensibility shifts toward specialized data and infrastructure</li><li>Physical AI and world models require high-fidelity 3D data, not only internet-derived 2D content</li><li>Reality-grade digital twins at scale can unlock robotics, simulation, generative 3D, digital commerce, and AI content creation</li><li>Building global deep tech from Europe requires proximity to customers and demand in the US and Asia</li></ul><p><strong>Timestamps</strong></p><ul><li>(00:00) The 3D data opportunity</li><li>(01:05) Why AI needs real-world grounding</li><li>(02:20) Why AI is becoming verticalized</li><li>(05:10) Building the data layer for physical AI</li><li>(07:25) Why robots need 3D data</li><li>(09:10) Automated 3D scanning at scale</li><li>(13:15) Market size and the platform opportunity</li><li>(17:00) Mapping the physical world</li><li>(21:00) Customers, NVIDIA and market adoption</li><li>(26:20) Building a global deep-tech company</li></ul><p><br></p><p><a href="https://www.eu.vc/newsletter" target="_blank" rel="ugc noopener noreferrer">Subscribe to</a> EUVC for more insights.</p>