Michelle Sun is founder of Core Matter, a research publication tracking the full stack of physical AI, from chips and actuators to deployment economics, published between San Francisco and Shenzhen. She began her career in equity research at Goldman Sachs, then founded and scaled First Code Academy into one of Asia's largest K-12 coding education companies. She has advised MIT CSAIL since 2017 and started angel investing in frontier technology in 2018. Recent Core Matter reports have covered Unitree's IPO roadshow, farm labor automation economics, and China robot import rules.