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Elon Musk and Jensen Huang Just Made The Same $90 Trillion Bet – And a Tiny $2.50 Company Is Hiding Behind It

The two most powerful men in tech agree on what’s next. The first place it’s landing? Your living room.

Elon Musk and Jensen Huang discussing the future of AI on stage
author
Startup Hunter Research Desk

Something unusual is happening at the very top of the technology world.

Elon Musk — the richest man on earth — and Jensen Huang — CEO of Nvidia, the most valuable company on earth — have quietly converged on the exact same bet.

Two men. Two empires. One idea.

They call it Physical AI.

And hiding behind this entire boom is a tiny company, still private, with shares priced at just $2.50 — a company we believe is perfectly positioned to benefit.

We'll get to that company shortly. But first, you need to understand why the smartest money in technology is suddenly obsessed with this one phrase.

The Phrase Most Investors Skipped Right Past

Tesla Optimus humanoid robot on display

Last year, Tesla released its official Master Plan, Part 4.

Most investors skimmed it. Buried inside was a term that sounded like jargon:

Physical AI.

Then Elon said the quiet part out loud.

Asked about Tesla's long-term strategy, he wrote:

“80% of Tesla’s value will be Optimus.”

The robot. Not the cars.

Sit with that for a moment.

Elon has said Tesla could one day be worth $25 trillion. If 80% of that value comes from Physical AI...

The richest man on earth just put a roughly $20 trillion price tag on this single idea.

He’s called it “the largest product opportunity in history.”

And Jensen Huang? He might be even more bullish.

The Man Who Won the First AI Boom Says the Next One Is Bigger

Jensen Huang has earned the right to be listened to.

His chips power ChatGPT, Claude, and practically every AI system on earth. Nvidia rode the first AI wave to become the most valuable company in the world.

So when Jensen says the next wave has arrived, investors pay attention.

His words:

“The next frontier of AI is Physical AI.”

He says the “ChatGPT moment” for Physical AI has arrived. And he put a number on it that makes everything else look small.

The world’s physical industries — manufacturing, logistics, construction, homes, infrastructure — are worth $90 trillion, according to Jensen.

Physical AI, he argues, is how technology finally captures it.

On Nvidia’s own earnings call, he predicted “billions of robots” are coming.

So What Exactly Is Physical AI?

It’s simpler than it sounds.

For the past few years, AI has lived inside a screen.

It writes your emails. It answers your questions. It generates pictures.

Impressive — but trapped behind glass.

Physical AI is what happens when AI leaves the screen and starts doing real work in the real world.

AI with eyes. AI that senses its environment. AI that controls real machines and makes real decisions — without a human touching anything.

That’s the leap. From thinking to doing.

And Wall Street has noticed.

Morgan Stanley is forecasting that robots alone will become a $5 trillion market. The firm recently published a list of 25 companies positioned for the boom. Financial sites are running headlines like “The Physical AI Stocks Wall Street Is Quietly Loading Up On.”

The stampede has started.

But here’s the catch.

There’s always a catch — and this one is crucial.

The Problem With the Obvious Physical AI Stocks

Almost everyone is crowding into the exact same handful of robot stocks.

Stocks that are already priced for perfection.

And here’s what the headlines don’t tell you:

Even Morgan Stanley admits humanoid robots won’t hit mass adoption in America until the 2030s.

The robots everyone is betting on mostly don’t generate real revenue yet.

It’s a promise. A powerful promise. But a promise.

Which raises an obvious question:

Is there anywhere Physical AI is generating real revenue — today?

There is.

Just not where anyone is looking.

Physical AI Is Already Working — In the Most Familiar Place on Earth

It’s not in a factory.

It’s not in a warehouse.

It’s not a robotaxi. It’s not a humanoid robot at all.

It’s operating in the most familiar place on planet earth — a place you’re probably sitting in right now.

Your home.

AI smart home controlling lighting, climate, security and energy

Think about it.

Where is Elon sending Optimus first? Into homes.

Where does every tech giant want AI to live next? Inside your four walls.

The home is the first real battlefield of Physical AI.

And while Wall Street waits for robots that may not arrive until the 2030s, one overlooked company already has Physical AI running in living rooms across America.

AI that watches its environment.

AI that makes autonomous decisions.

AI that physically moves things in the real world — by itself, every single day.

And the proof is already stacking up:

Real products already selling

Millions in revenue already flowing

Already on shelves at Amazon, Home Depot, and Lowe’s

Already growing 200% year-over-year

Already backed by Daymond John from Shark Tank

Plus a multi-million dollar grant from the Canadian government to develop its autonomous AI technology

The company is called Ryse.

And right now, everyday investors can get in for just $2.50 a share — while it’s still private.

What Ryse Actually Built

Ryse smart home ecosystem

Think of Ryse’s technology as autonomous environmental control.

An AI that manages the environment inside your home — automatically.

Here’s how it works.

Remember that multi-million dollar government grant? It was awarded specifically for Ryse’s solar tracking technology.

Their AI intelligently follows the sun across the sky throughout the day.

It knows exactly when sunlight is hitting your home. Where it’s hitting. And how hard.

Then the AI physically responds — automatically adjusting your home’s environment in real time to cut cooling costs by up to 30%.

No programming. No human input. No one touching anything.

AI sensing the real world. Making decisions. Physically acting on them.

That’s the textbook definition of Physical AI.

The SmartShade: Physical AI You Can Buy Today

Ryse SmartShade device motorizing an existing window shade

Ryse’s first product delivering this technology is called the SmartShade.

It’s a device that attaches to any existing blind or shade in your home — and instantly transforms it into an AI-powered, fully autonomous system.

Why windows?

Because your windows are the single biggest factor in your home’s temperature. They’re where heat pours in during summer and escapes in winter.

Ryse’s AI takes control of them — and manages them for you, all day, every day.

No rip-and-replace renovation. No expensive custom installation. It works with the blinds you already own.

That last detail matters more than it seems. It means Ryse’s addressable market isn’t “people buying new smart blinds.” It’s everyone who already has blinds — which is to say, nearly every home in America.

Before You Shrug at “Smart Blinds,” Remember Ring and Nest

Now, some investors will hear “intelligent window control” and shrug.

That would be a mistake — because history has a clear lesson about “boring” home products.

The Ring doorbell. Literally just a smart doorbell. Amazon bought the company for over $1 billion.

News headline: Shark Tank reject sells Ring to Amazon for $1 billion

The Nest thermostat. Literally just a smart thermostat. Google bought the company for over $3 billion.

News headline: Google buys Nest for $3.2 billion

The unsexy corners of the smart home are where fortunes get made — precisely because nobody’s watching.

And here’s the key difference:

A doorbell notifies you. A thermostat follows a schedule.

Ryse’s technology is true Physical AI — autonomous intelligence that senses, decides, and physically acts on its own.

Already deployed. Already paid for. Already working.

In living rooms today — not in a lab, not in a prototype video, not in a promise about the 2030s.

The Validation Keeps Stacking Up

Early-stage companies live or die on credibility. Here’s what Ryse has assembled:

Celebrity investor backing. Daymond John of Shark Tank is an investor. Two investors from Dragons’ Den — the Canadian version of Shark Tank — are in as well.

Daymond John of Shark Tank on the Ryse raise

Government validation. A multi-million dollar grant from the Canadian government, awarded specifically to develop Ryse’s autonomous solar tracking AI.

Retail distribution. Products on shelves at Amazon, Home Depot, and Lowe’s — three of the most competitive retail channels in home products.

Real traction. Millions in revenue, growing 200% year-over-year.

Intellectual property. Ryse holds the patents on its technology.

Individually, each point is encouraging. Together, they paint a picture of a company that has already crossed the hardest chasm in hardware: from idea to product to paying customers at scale.

Why Now: The Window Before the Wave

Let’s bring this all together.

Elon Musk says Physical AI is 80% of Tesla’s future — and he’s even talked about Tesla Smart Homes.

Jensen Huang says Physical AI is a $90 trillion opportunity, and its ChatGPT moment has arrived.

Morgan Stanley says the stampede into Physical AI has already begun — while admitting the humanoid robots everyone’s chasing won’t reach mass adoption until the 2030s.

And the home is the very first place Physical AI is landing.

While Wall Street pays premium prices for robot companies with little or no revenue, Ryse has working Physical AI technology, real customers, national retail distribution, and real revenue — today.

And shares are priced at $2.50.

How Everyday Investors Can Get In Before an IPO

Normally, investing in a private company at this stage would be reserved for venture capitalists and the ultra-wealthy.

That changed with Regulation A+.

Ryse’s offering is SEC-qualified under Regulation A+ — a law that allows everyday investors, not just the wealthy and connected, to invest in private companies before they potentially go public.

You. Me. Everyday people.

Now, an important word of caution:

Nothing in investing is guaranteed. Early-stage investing carries real risk, including the possible loss of your entire investment. You should only invest what you can afford to lose. Past growth does not guarantee future results, and any figures about market size or future adoption are projections, not promises.

But with that said, ask yourself this:

What’s the bigger risk?

Putting money into a company with working technology... products on shelves at Amazon, Home Depot, and Lowe’s... millions in revenue... 200% year-over-year growth... a Shark Tank investor on the cap table... at the exact moment the Physical AI wave takes off?

Or sitting on the sidelines, watching the crowded robot stocks... and realizing the one Physical AI company that was already making money was sitting right there at $2.50 a share?

I’ll let you figure that one out for yourself.

Review the Ryse Offering

Shares of Ryse are available at $2.50 through its SEC-qualified Regulation A+ offering — but only while the company remains private.

Click here to review the Ryse offering while shares are still $2.50.

Your future self will thank you for taking a few minutes to look today.

Ryse smart home ecosystem
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