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IQT insights, analysis, & news

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What’s Next: World Models and Their Importance in Physical AI

This post focuses on the middle layer (world models) and why they are becoming a foundational ingredient in how physical AI systems understand context, predict change, and reason about the real world. This shift is happening now because the kind of data machines can learn from has fundamentally changed from static datasets to continuous, multimodal recordings of the physical world.

Capital Stack Analysis: Private and Public U.S. Investment in Foundational Biotechnology, Platforms, and Products

This report examines U.S. investment trends in engineering biology (specifically foundational technologies, platform innovations, and end-use applications) over the five-year period from 2020 to 2024.

IQT Explains: How Robotics Are Transforming Military Construction ft. ICON

What if military infrastructure could be built faster, smarter, and better, using robotics instead of legacy construction methods?

What Is Physical AI? A Definition and Framework

Physical AI is not about making machines better at a single job. It is about creating intelligence that can operate in the physical world across many jobs.

IQT Quarterly Recap: Fall 2025

As we step into a new year, let’s celebrate the progress we made in IQT’s fall quarter of 2025. From bold investments to cutting-edge technical insights that set the stage, discover how IQT is creating impact and shaping what’s ahead.

Rebuilding Strength at Home: How Innovation Can Galvanize American Manufacturing

By scaling the adoption of ready-now technologies and strategically investing in potentially game-changing breakthroughs, the United States can get closer to reclaiming its industrial edge.
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What’s Next: World Models and Their Importance in Physical AI

Esube Bekele, Vice President, Technology | Natalie Golota, Technology Architect | Kevin Schaeffer, Senior Vice President, Advanced Systems
This post focuses on the middle layer (world models) and why they are becoming a foundational ingredient in how physical AI systems understand context, predict change, and reason about the real world. This shift is happening now because the kind of data machines can learn from has fundamentally changed from static datasets to continuous, multimodal recordings of the physical world.

Capital Stack Analysis: Private and Public U.S. Investment in Foundational Biotechnology, Platforms, and Products

This report examines U.S. investment trends in engineering biology (specifically foundational technologies, platform innovations, and end-use applications) over the five-year period from 2020 to 2024.

IQT Explains: How Robotics Are Transforming Military Construction ft. ICON

What if military infrastructure could be built faster, smarter, and better, using robotics instead of legacy construction methods?

What Is Physical AI? A Definition and Framework

Rita Waite, Partner | Natalie Golota, Technology Architect
Physical AI is not about making machines better at a single job. It is about creating intelligence that can operate in the physical world across many jobs.

IQT Quarterly Recap: Fall 2025

IQT’s Marketing & Creative Team
As we step into a new year, let’s celebrate the progress we made in IQT’s fall quarter of 2025. From bold investments to cutting-edge technical insights that set the stage, discover how IQT is creating impact and shaping what’s ahead.

Rebuilding Strength at Home: How Innovation Can Galvanize American Manufacturing

Sam McEntee, Senior Technology Architect | Ellen Ng, Research Director | Natalie Golota, Technology Architect | Adam Esposito, Senior Associate
By scaling the adoption of ready-now technologies and strategically investing in potentially game-changing breakthroughs, the United States can get closer to reclaiming its industrial edge.

Harnessing Bioconvergence for U.S. Manufacturing Security and Sustainability

Kevin O’Connell, SVP, Technology | Jess Dymond, Practice Lead, VP, Technology | Eugene Chiu, Senior Partner
Scaling biomanufacturing would not only strengthen supply chain resilience but also open new markets for American farmers, whose crops can serve as feedstocks for bio-based production, reducing their dependence on volatile global markets.

IQT Explains: Breakthroughs in Biotechnology ft. Antheia & Alta Resource Technologies

From medicines to minerals, the conversation shows how biology can anchor U.S. industrial strength and why execution now will determine who leads the next era of innovation and security.

Fermentation to Fabrication: The Rise of Engineered Biology in U.S. Industry

Kevin O’Connell, SVP, Technology | Jess Dymond, Practice Lead, VP, Technology | Eugene Chiu, Senior Partner
To enhance national security and economic competitiveness, there are now major efforts underway to “re-shore” the manufacturing of these and other vital materials back to the U.S.

Digital Sovereignty in Mobile Wireless Networks: Why It Matters Now More Than Ever

Ruffy (Rafi) Zarookian, Technology Architect
This is the second in a 2-part series dedicated to 6G.

The Future of Wireless: From 5G’s Killer App to 6G’s Sensing Revolution

Ruffy (Rafi) Zarookian, Technology Architect | Isaac Myauo, SVP, Technology
This is the first in a two-part series dedicated to wireless communications and 6G.

IQT Explains: What's So Critical About Critical Minerals (ft. Atomionics)

In this episode of IQT Explains, host Jon Chait, Managing Partner at IQT, talks with Russ Ross, VP of Technology at IQT, and Sahil Tapiwala, CEO of Atomionics, about how critical minerals like lithium, cobalt, nickel, and rare earths shape the economy, the clean-energy transition, and U.S. security.

Don’t Compete — Leap: A Vision for American Battery Leadership

Brian Smith, Senior Partner | Russ Ross, VP, Technology
In July, a delegation of eight venture capitalists visited CATL’s state-of-the-art manufacturing facility in Ningde, China. What they witnessed was staggering: twelve fully automated battery cell production lines operating in flawless parallel.

IQT Quarterly Recap – Summer 2025

IQT’s Marketing Team
The leaves are turning amber at IQT’s headquarters and fall is officially in the air, which means it’s time to reflect on IQT’s summer quarter. From new investments and technical insights to milestone events, we’ve rounded up everything you need to know from the past few months. Catch up on all the highlights below.

DIBS: A New Framework for National Security Innovation

Dr. Megan Anderson, EVP, Capabilities
The global security environment is entering a new era — one defined not just by the sophistication of military systems, but by the speed, scale, and resilience with which they can be deployed. At IQT, we believe the Defense Industrial Base (DIB) must evolve. And we propose “DIBS” as the solution: Design, Iterate, Build, and Source.
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