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SITUATION ANALYSIS: Everyone assumes the humanoid robotics race will be won by whoever builds the best foundation model. FleetingBits says that's exactly backwards. "The long run winners [in humanoid robotics] are people who make the robots cheaply, not those training the models." "That's the total opposite of the reasoning...

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16,194 просмотров • 3 месяцев назад •via X (Twitter)

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The robotics talent market is remarkably constrained. And that's going to shape who wins. Investor Bhavik Nagda shares two predictions from Bessemer’s Robotics Day: 1️⃣The power law in robotics will be more extreme than in software. 2️⃣Value will accrue to vertical end-to-end players, not foundation model companies. Foundation models matter. But the winners will be the ones deploying them. Learn more →
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The robotics talent market is remarkably constrained. And that's going to shape who wins. Investor Bhavik Nagda shares two predictions from Bessemer’s Robotics Day: 1️⃣The power law in robotics will be more extreme than in software. 2️⃣Value will accrue to vertical end-to-end players, not foundation model companies. Foundation models matter. But the winners will be the ones deploying them. Learn more →

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Godfather of AI Yann LeCun reveals the humanoid robot industry's secret: the companies building the robots have no idea how to make them smart enough to be useful. "There is a lot of expectations that robotics is going to be a revolution, essentially, in a big market, eventually." "But the secret of the industry is that none of the companies at the moment that are building robots, like humanoid robots, none of those companies has any idea how to make those robots smart enough to be useful." "There's a big push for AI to make progress towards... understanding the physical world. That's what is prompting this investment." "There's nothing wrong with investing in LLMs. LLMs are useful. They're just addressing a completely different set of applications, really." LeCun is not describing someone else's problem. He has spent 15 years on world models, raised more than $1 billion for AMI Labs to build that missing intelligence layer, and in the same interview he calls 2026 the year of the world model and puts consumer robots 3 to 5 years out. Every humanoid robot demo you have seen is a body waiting for a brain. The winner in robotics will not be the company that shipped the body; it will be the one that ships the intelligence. - Yann LeCun (Yann LeCun), Turing Award winner and founder of AMI Labs, on Bloomberg Television.
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