Mapping the Physical AI Safety Gap: A Multi-Source Industry Survey

Robotics venture investment reached approximately fourteen billion United States dollars in 2025, up from approximately seven point eight billion in 2024. The International Federation of Robotics reports an installed base of 4.664 million industrial robots, with 542,000 new installations in 2024. Investment in the safety infrastructure that governs these systems is, by contrast, not separately tracked in any public funding or industry index.

This paper maps the resulting Physical AI Safety Gap using public-source data and a hedged, multi-measure framework. The base survey covers 155 organizations: 123 Israeli companies drawn from the Israel Innovation Authority national strategy report of April 2026, plus 32 globally selected organizations added for category and geographic coverage. Five measurement axes are introduced: a funding ratio, a patent ratio, a personnel ratio, a Physical AI Safety Maturity (PAS) Level distribution, and a time-to-PAS-3 transition window. Direction of evidence on each axis points to a substantial gap between capability investment and safety-infrastructure investment.

Specific per-company classifications, per-category breakdowns, and longitudinal series are reserved for forthcoming editions, when primary-source data of sufficient quality is collected. This first edition establishes the methodology, the multi-axis measurement frame, and a public baseline of sourced totals against which future editions will compare.