ABSTRACT
- As the AI industry moves beyond the scaling laws of software-centric Large Language Models (LLMs), Silicon Valley is rapidly shifting its focus toward 'Physical AI'—the convergence of AI with the real world. This talk explores the rising paradigms of 'Agentic AI' and 'World Models,' highlighting how the era of 'Token Maxing' is shifting the ultimate bottleneck from software to hardware, energy, and physical infrastructure. Drawing from firsthand reporting in the Bay Area, the presentation examines key investment frontiers such as robotics, autonomous systems, and space/defense tech. Furthermore, it discusses how Korea's existing strengths in semiconductors, precision manufacturing, and industrial infrastructure present a realistic and strategic opportunity to build a powerful moat through 'extreme co-design' in the impending Physical AI era.
BIOGRAPHY
- JaeKwon Son is the Founder and CEO of TheMiilk, a cross-border tech media company based in Silicon Valley. A veteran tech journalist with 17 years of experience at Electronic Times, Munhwa Ilbo, and Maeil Business Newspaper, he previously served as a Silicon Valley correspondent. He was also a visiting scholar at Stanford University. With deep expertise in the global tech ecosystem, he has extensively covered major conferences such as CES, Google I/O, and Meta F8. Through TheMiilk, he provides frontline insights and strategic analysis on the latest innovations and investment trends shaping the future of AI and technology.
- Speaker
- JaeKwon Son | CEO, The Miilk
- Date
- April 21, 2026
- Time
- 4:00 PM
- Location
- Seoul AI Hub Conference Room A
