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We profiled the most hyped robotics company in the world. Inside Physical Intelligence with Co-founder Lachy Groom Exclusive interview in the Physical Intelligence robotics lab, who’re backed by top investors to build robots which work in the real world. Not just scripted environments. We cover: 0:00 So…What is Physical...

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Sachin Shah

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119,403 Aufrufe • vor 5 Monaten •via X (Twitter)

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Karol Hausman is the co-founder and CEO of Physical Intelligence, a robotics company building a general-purpose “AI brain for the physical world.” The company has raised more than $1 billion in funding to develop foundation models that allow robots to operate across many machines, environments, and tasks rather than being programmed for a single purpose. In our conversation, we explore: • The moment a lecture from Sergey Levine convinced him to abandon his PhD research direction and pivot fully to deep learning • The case for building a general “AI brain” for the physical world rather than a single specialized robot • The role of real-world data in training robots, the limits of simulation, and how deployment could create a powerful data flywheel • The unique challenges of physical intelligence and why robots must operate with far higher reliability than language models Thank you to the partners who make this possible - Brex: The intelligent finance platform: - Granola: The app that might actually make you love meetings: Timestamps (00:00) Intro (04:05) Karol’s early fascination with robots (18:21) Karol’s entry point to robotics and PhD program (25:49) Combining robotics with LLMs: The Taylor Swift demo (30:48) The 1970s SHRDLU AI experiment (39:40) How research shapes what Physical Intelligence builds (49:07) The return of reinforcement learning in robotics (1:00:00) NVIDIA’s simulation engines (1:07:31) Compensating for missing senses
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Karol Hausman is the co-founder and CEO of Physical Intelligence, a robotics company building a general-purpose “AI brain for the physical world.” The company has raised more than $1 billion in funding to develop foundation models that allow robots to operate across many machines, environments, and tasks rather than being programmed for a single purpose. In our conversation, we explore: • The moment a lecture from Sergey Levine convinced him to abandon his PhD research direction and pivot fully to deep learning • The case for building a general “AI brain” for the physical world rather than a single specialized robot • The role of real-world data in training robots, the limits of simulation, and how deployment could create a powerful data flywheel • The unique challenges of physical intelligence and why robots must operate with far higher reliability than language models Thank you to the partners who make this possible - Brex: The intelligent finance platform: - Granola: The app that might actually make you love meetings: Timestamps (00:00) Intro (04:05) Karol’s early fascination with robots (18:21) Karol’s entry point to robotics and PhD program (25:49) Combining robotics with LLMs: The Taylor Swift demo (30:48) The 1970s SHRDLU AI experiment (39:40) How research shapes what Physical Intelligence builds (49:07) The return of reinforcement learning in robotics (1:00:00) NVIDIA’s simulation engines (1:07:31) Compensating for missing senses

Mario Gabriele 🦊

27,871 Aufrufe • vor 4 Monaten

My conversation with Sergey Levine (Sergey Levine). Sergey is the co-founder of Physical Intelligence -- a company building foundation models that can control any robot to do any task in any environment. The company's thesis is that generality is more scalable than specialization, meaning that a model trained across many different robots and tasks will ultimately outperform any system built to do one thing well (eg, just wash dishes). Sergey is a researcher by background, but I think you will appreciate how practical and commercially grounded this conversation is. We discuss: - Why changing a diaper will be the last task a robot masters - The simulation v. real-world data debate - How multimodal LLMs give robots common sense - Moravec's Paradox + Robot Olympics - Why robots can do long-horizon tasks now - A realistic timeline for robots in our homes I should note that I am an investor in Physical Intelligence -- I made the investment because I believe it is one of the most important companies tackling the problem of robotics. Enjoy! Timestamps: 0:00 Intro 2:39 Defining Physical Intelligence 5:19 The Challenge of Building General Models 6:34 The Stakes and Future of General Purpose Robotics 8:15 Pros and Cons of Humanoid Robots 10:12 Historical Milestones in Robotics Research 15:31 Combining Generative AI and Deep RL 21:24 Moravec's Paradox 25:33 Kitchen Robots 29:30 Simulation vs. Real-World Data 30:48 The Robot Olympics 36:31 The Physiological Reality of Embodiment 38:56 Controversies in the Robotics Community 44:18 What Makes a Great Researcher 48:27 How Businesses Should Prepare for Robotics 54:09 Tracking Progress Through Research Papers 57:02 The Next Step: Mid-Level Reasoning 1:02:00 The Kindest Thing
1:15:15

My conversation with Sergey Levine (Sergey Levine). Sergey is the co-founder of Physical Intelligence -- a company building foundation models that can control any robot to do any task in any environment. The company's thesis is that generality is more scalable than specialization, meaning that a model trained across many different robots and tasks will ultimately outperform any system built to do one thing well (eg, just wash dishes). Sergey is a researcher by background, but I think you will appreciate how practical and commercially grounded this conversation is. We discuss: - Why changing a diaper will be the last task a robot masters - The simulation v. real-world data debate - How multimodal LLMs give robots common sense - Moravec's Paradox + Robot Olympics - Why robots can do long-horizon tasks now - A realistic timeline for robots in our homes I should note that I am an investor in Physical Intelligence -- I made the investment because I believe it is one of the most important companies tackling the problem of robotics. Enjoy! Timestamps: 0:00 Intro 2:39 Defining Physical Intelligence 5:19 The Challenge of Building General Models 6:34 The Stakes and Future of General Purpose Robotics 8:15 Pros and Cons of Humanoid Robots 10:12 Historical Milestones in Robotics Research 15:31 Combining Generative AI and Deep RL 21:24 Moravec's Paradox 25:33 Kitchen Robots 29:30 Simulation vs. Real-World Data 30:48 The Robot Olympics 36:31 The Physiological Reality of Embodiment 38:56 Controversies in the Robotics Community 44:18 What Makes a Great Researcher 48:27 How Businesses Should Prepare for Robotics 54:09 Tracking Progress Through Research Papers 57:02 The Next Step: Mid-Level Reasoning 1:02:00 The Kindest Thing

Patrick OShaughnessy

133,833 Aufrufe • vor 3 Monaten

Physical Intelligence (Physical Intelligence) is building a foundation model that can control any robot to do any task — what the team describes as the GPT moment for robotics. The company's cross-embodiment approach trains across many different robot platforms, and recent results show tasks being performed zero-shot that last year required hundreds of hours of data collection. In this episode of the Lightcone Podcast , co-founder Quan Vuong (Quan Vuong) sat down with Garry Tan, Jared Friedman, Diana, and Harj Taggar to talk about why robotics is finally ready for its scaling moment, how PI runs its models in the cloud rather than on-device, and the playbook for what Quan sees as a Cambrian explosion of vertical robotics companies. 00:00 — Robotics just got cheaper 00:41 — The GPT moment for robotics 02:24 — Why robots didn’t work before 05:30 — The breakthrough that changed everything 09:12 — The data problem 13:33 — Robots learning without data 15:05 — Robots folding laundry (for real) 22:18 — From engineering problem → ops problem 29:12 — The startup playbook 38:46 — Thousands of robotics startups are coming
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Physical Intelligence (Physical Intelligence) is building a foundation model that can control any robot to do any task — what the team describes as the GPT moment for robotics. The company's cross-embodiment approach trains across many different robot platforms, and recent results show tasks being performed zero-shot that last year required hundreds of hours of data collection. In this episode of the Lightcone Podcast , co-founder Quan Vuong (Quan Vuong) sat down with Garry Tan, Jared Friedman, Diana, and Harj Taggar to talk about why robotics is finally ready for its scaling moment, how PI runs its models in the cloud rather than on-device, and the playbook for what Quan sees as a Cambrian explosion of vertical robotics companies. 00:00 — Robotics just got cheaper 00:41 — The GPT moment for robotics 02:24 — Why robots didn’t work before 05:30 — The breakthrough that changed everything 09:12 — The data problem 13:33 — Robots learning without data 15:05 — Robots folding laundry (for real) 22:18 — From engineering problem → ops problem 29:12 — The startup playbook 38:46 — Thousands of robotics startups are coming

Y Combinator

115,590 Aufrufe • vor 3 Monaten

.Sergey Levine is one of the world's leading robotics researchers (and co-founder of Physical Intelligence). He thinks fully autonomous robots are much closer than people realize - when I pushed him on a prediction, he said 5 years to robots that can autonomously run your household). The big game changer, in his view, is that we finally have LLMs with common sense and prior knowledge that we can scaffold the robot models around. We get into all the reasons this might not happen, the data flywheel from deployment, architecture, simulation, manufacturing, and much more. Enjoy! 0:00:00 – Timeline to widely deployed autonomous robots 0:22:12 – Why robotics will scale faster than self-driving cars 0:32:15 – How vision-language-action models work 0:50:26 – Improvements needed for brainlike efficiency 1:02:48 – Learning from simulation 1:14:08 – How much will robots speed up AI buildouts? 1:22:54 – If hardware’s the bottleneck, does China win by default?
1:33:14

.Sergey Levine is one of the world's leading robotics researchers (and co-founder of Physical Intelligence). He thinks fully autonomous robots are much closer than people realize - when I pushed him on a prediction, he said 5 years to robots that can autonomously run your household). The big game changer, in his view, is that we finally have LLMs with common sense and prior knowledge that we can scaffold the robot models around. We get into all the reasons this might not happen, the data flywheel from deployment, architecture, simulation, manufacturing, and much more. Enjoy! 0:00:00 – Timeline to widely deployed autonomous robots 0:22:12 – Why robotics will scale faster than self-driving cars 0:32:15 – How vision-language-action models work 0:50:26 – Improvements needed for brainlike efficiency 1:02:48 – Learning from simulation 1:14:08 – How much will robots speed up AI buildouts? 1:22:54 – If hardware’s the bottleneck, does China win by default?

Dwarkesh Patel

210,969 Aufrufe • vor 10 Monaten

NEW: Brett Adcock, CEO of Figure Full Interview At a $39 billion valuation, Figure has raised nearly $2 billion in just 4 years to build general-purpose humanoid robots designed to perform real work at scale. We go deep on the progress, what’s working today, the biggest challenges ahead, & the biggest misconceptions about robotics. Plus: • ~50% of global GDP = human labor • Why this is a $30–40T labor opportunity • Scaling to thousands → millions of robots • “This is an intelligence problem” • Why they walked away from OpenAI Brett Adcock Figure 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Brett Adcock, Founder & CEO at Figure (01:13) Hot take on Humanoids (teleoperated?) (04:09) Race to a Million Robots (06:24) Building Figure From Scratch (08:15) Leaving Archer Aviation (09:25) Post-IPO Move (12:54) Cover, Hark & NASA's IP (16:06) How Figure Outgrew OpenAI (19:18) Founder Performance Playbook (24:24) Learning from Bezos & Jobs (29:19) Biggest Risks to the Business (31:26) Building the World's First Physical AGI
33:00

NEW: Brett Adcock, CEO of Figure Full Interview At a $39 billion valuation, Figure has raised nearly $2 billion in just 4 years to build general-purpose humanoid robots designed to perform real work at scale. We go deep on the progress, what’s working today, the biggest challenges ahead, & the biggest misconceptions about robotics. Plus: • ~50% of global GDP = human labor • Why this is a $30–40T labor opportunity • Scaling to thousands → millions of robots • “This is an intelligence problem” • Why they walked away from OpenAI Brett Adcock Figure 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Brett Adcock, Founder & CEO at Figure (01:13) Hot take on Humanoids (teleoperated?) (04:09) Race to a Million Robots (06:24) Building Figure From Scratch (08:15) Leaving Archer Aviation (09:25) Post-IPO Move (12:54) Cover, Hark & NASA's IP (16:06) How Figure Outgrew OpenAI (19:18) Founder Performance Playbook (24:24) Learning from Bezos & Jobs (29:19) Biggest Risks to the Business (31:26) Building the World's First Physical AGI

Molly O’Shea

381,276 Aufrufe • vor 2 Monaten

Not enough people are talking about physical AI and robotics. I sat down with Andrew Kang, one of the best investors of the last decade, to discuss his massive bet on humanoids and robotics. He breaks down the industry, the addressable market, multiple leading companies, and why he launched a publicly-traded fund ($BOT) focused on investing in the top private robotics companies. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:28 - Why Andrew shifted from crypto to humanoid robots 3:58 - How big is the total addressable market? 8:08 - Building conviction — the $19M bet on Figure AI 16:06 - US vs. China — who wins the robot race? 28:08 - General purpose vs. specialized robots 31:05 - Where does training data come from? 40:24 - Humanoid robots in your everyday life 43:27 - Can Tesla & Elon win the humanoid race? 46:19 - Job displacement & UBI 51:15 - RoboStrategy — the publicly traded venture fund 1:11:17 - What is exciting about Apptronik? 1:13:24 - Addressing the critics
1:20:17

Not enough people are talking about physical AI and robotics. I sat down with Andrew Kang, one of the best investors of the last decade, to discuss his massive bet on humanoids and robotics. He breaks down the industry, the addressable market, multiple leading companies, and why he launched a publicly-traded fund ($BOT) focused on investing in the top private robotics companies. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:28 - Why Andrew shifted from crypto to humanoid robots 3:58 - How big is the total addressable market? 8:08 - Building conviction — the $19M bet on Figure AI 16:06 - US vs. China — who wins the robot race? 28:08 - General purpose vs. specialized robots 31:05 - Where does training data come from? 40:24 - Humanoid robots in your everyday life 43:27 - Can Tesla & Elon win the humanoid race? 46:19 - Job displacement & UBI 51:15 - RoboStrategy — the publicly traded venture fund 1:11:17 - What is exciting about Apptronik? 1:13:24 - Addressing the critics

Anthony Pompliano 🌪

607,413 Aufrufe • vor 1 Monat

The world today is built for humans, & cities built for cars... The world tomorrow will be built around the evolution of robotics. It was a pleasure hosting this week's Robotics episode of the Super Cycle Pod with Michael Cho - Rbt/Acc (BitRobot Network) & Nils of (Auki) have packed this full of insanely valuable insights: 0:00 - Intro + wen terminator? 5:13 - Robotics vs "GPT moment" 7:08 - Privacy in the world of robotics 11:40 - Web3 robotics + intro to frodobots / bitrobot 14:50 - Impact of $HNT on Michael and Nils 17:06 - Intro to $AUKI 19:26 - Why does dePIN as an investable asset suck? 25:36 - $AUKI community building philosophy 28:30 - Bitrobot mission w/ PhD researchers 31:40 - Bitrobot subnet structure 35:28 - Bitrobot value accrual + Impact 39:40 - $AUKI and proving people wrong 42:20 - Robotics is the biggest industry in the world 50:16 - Dangers of physical AI 55:25 - Human Philosophy in Physical AI 57:05 - How cities will change w/ robots 1:03:20 - Skills of the future 1:06:32 - Responsibility as innovators in robotics Where do you think we are in the robotics cycle? My DMs are open to teams wanting to chat about what they're building.
1:10:20

The world today is built for humans, & cities built for cars... The world tomorrow will be built around the evolution of robotics. It was a pleasure hosting this week's Robotics episode of the Super Cycle Pod with Michael Cho - Rbt/Acc (BitRobot Network) & Nils of (Auki) have packed this full of insanely valuable insights: 0:00 - Intro + wen terminator? 5:13 - Robotics vs "GPT moment" 7:08 - Privacy in the world of robotics 11:40 - Web3 robotics + intro to frodobots / bitrobot 14:50 - Impact of $HNT on Michael and Nils 17:06 - Intro to $AUKI 19:26 - Why does dePIN as an investable asset suck? 25:36 - $AUKI community building philosophy 28:30 - Bitrobot mission w/ PhD researchers 31:40 - Bitrobot subnet structure 35:28 - Bitrobot value accrual + Impact 39:40 - $AUKI and proving people wrong 42:20 - Robotics is the biggest industry in the world 50:16 - Dangers of physical AI 55:25 - Human Philosophy in Physical AI 57:05 - How cities will change w/ robots 1:03:20 - Skills of the future 1:06:32 - Responsibility as innovators in robotics Where do you think we are in the robotics cycle? My DMs are open to teams wanting to chat about what they're building.

0xSammy

60,470 Aufrufe • vor 7 Monaten

Here's my conversation with Marc Raibert, founder and long-time CEO of Boston Dynamics, and head of their new AI Institute, all about the history and future of robotics. It's here on X in full, and is up on YouTube, Spotify, and everywhere else. Links in comment. Timestamps: 0:00 - Introduction 1:43 - Early robots 6:47 - Legged robots 25:27 - Boston Dynamics 28:45 - BigDog 36:52 - Hydraulic actuation 38:44 - Natural movement 44:31 - Leg Lab 51:23 - AI Institute 54:41 - Athletic intelligence 1:02:35 - Building a team 1:05:37 - Videos 1:13:25 - Engineering 1:16:53 - Dancing robots 1:21:40 - Hiring 1:25:32 - Optimus robot 1:34:02 - Future of robotics 1:38:56 - Advice for young people
1:43:38

Here's my conversation with Marc Raibert, founder and long-time CEO of Boston Dynamics, and head of their new AI Institute, all about the history and future of robotics. It's here on X in full, and is up on YouTube, Spotify, and everywhere else. Links in comment. Timestamps: 0:00 - Introduction 1:43 - Early robots 6:47 - Legged robots 25:27 - Boston Dynamics 28:45 - BigDog 36:52 - Hydraulic actuation 38:44 - Natural movement 44:31 - Leg Lab 51:23 - AI Institute 54:41 - Athletic intelligence 1:02:35 - Building a team 1:05:37 - Videos 1:13:25 - Engineering 1:16:53 - Dancing robots 1:21:40 - Hiring 1:25:32 - Optimus robot 1:34:02 - Future of robotics 1:38:56 - Advice for young people

Lex Fridman

484,938 Aufrufe • vor 2 Jahren

Twitter boi, do you want to see a humanoid AI lab from the inside? Well I do ;) Join me to visit Flexion A world-leading lab building the AI brains for humanoids – in Zurich, one of the best hubs for Physical AI. Their goal? Build the Android of robotics. One operating system that works on any humanoid hardware. It is crazy what their robots can do. We pushed a robot on the stairs. It didn't care. They left one in a rainy forest it was never trained on. Chilled and hiked there. And because they let robots train on their own, from zero through reinforcement learning, the robots do odd inhuman things. Eg they stand up from the ground in ways no human ever would. If their humanoid brain works, this will be industry defining. This is why Flexion is one of Europe's Most Ambitious Startups. 🇪🇺🔥 0:00 Intro 0:38 Inside a Lab with 14 Humanoids 2:17 What’s Actually Inside a Humanoid? 4:43 The Robot Navigates on Its Own 6:31 Why Grasping Is So Hard 7:01 Stairs, Pushes, and Balance Tests 7:55 Training 4,000 Robots in Parallel 10:50 Teleoperation vs Reinforcement Learning 14:35 The Case for Humanoids 15:55 Why Europe Could Win Robotics Please like & RT 🙏
18:51

Twitter boi, do you want to see a humanoid AI lab from the inside? Well I do ;) Join me to visit Flexion A world-leading lab building the AI brains for humanoids – in Zurich, one of the best hubs for Physical AI. Their goal? Build the Android of robotics. One operating system that works on any humanoid hardware. It is crazy what their robots can do. We pushed a robot on the stairs. It didn't care. They left one in a rainy forest it was never trained on. Chilled and hiked there. And because they let robots train on their own, from zero through reinforcement learning, the robots do odd inhuman things. Eg they stand up from the ground in ways no human ever would. If their humanoid brain works, this will be industry defining. This is why Flexion is one of Europe's Most Ambitious Startups. 🇪🇺🔥 0:00 Intro 0:38 Inside a Lab with 14 Humanoids 2:17 What’s Actually Inside a Humanoid? 4:43 The Robot Navigates on Its Own 6:31 Why Grasping Is So Hard 7:01 Stairs, Pushes, and Balance Tests 7:55 Training 4,000 Robots in Parallel 10:50 Teleoperation vs Reinforcement Learning 14:35 The Case for Humanoids 15:55 Why Europe Could Win Robotics Please like & RT 🙏

Andreas Klinger 🦾

14,699 Aufrufe • vor 4 Monaten

Dr. Fei-Fei Li just called out the biggest blind spot in the entire AI industry. We have been building half of human intelligence. And calling it the finish line. Li: “If you look at human intelligence, it pretty much boils down to two buckets.” The first bucket is language. Symbolic reasoning. Communication. The ability to think in words and abstractions. That’s what every major AI lab has spent the last decade building. The second bucket is the one the industry has almost entirely ignored. Li: “We call that in AI spatial intelligence.” How humans and animals perceive, navigate, and interact with the three-dimensional physical world. How we reach for objects. How we move through space. How we build and manipulate physical reality. From painting masterpieces to constructing the pyramids, non-verbal spatial intelligence is what actually shapes the world. Language describes reality. Spatial intelligence acts on it. And the gap between those two things is the gap between a chatbot and a robot. Li: “When this technology is ready, the robotic revolution is gonna start. We’re already seeing that trend.” Every robot is a moving agent. Every moving agent requires spatial intelligence to function in the real world. The humanoid robots being deployed in factories right now are hitting the ceiling of what language models alone can power. Spatial intelligence is the unlock. But Li didn’t stop at robotics. Li: “From a geopolitics point of view, this is part of the technology that goes straight into weapons.” Autonomous drone swarms. Battlefield navigation. Physical target acquisition without human oversight. Every military application of AI that operates in the real world runs on spatial intelligence. The nation that masters the transition from static text to dynamic three-dimensional perception doesn’t just win the software race. It commands the physical battlefield. The AI arms race just broke out of the data center. It’s operating in three dimensions now.
3:08

Dr. Fei-Fei Li just called out the biggest blind spot in the entire AI industry. We have been building half of human intelligence. And calling it the finish line. Li: “If you look at human intelligence, it pretty much boils down to two buckets.” The first bucket is language. Symbolic reasoning. Communication. The ability to think in words and abstractions. That’s what every major AI lab has spent the last decade building. The second bucket is the one the industry has almost entirely ignored. Li: “We call that in AI spatial intelligence.” How humans and animals perceive, navigate, and interact with the three-dimensional physical world. How we reach for objects. How we move through space. How we build and manipulate physical reality. From painting masterpieces to constructing the pyramids, non-verbal spatial intelligence is what actually shapes the world. Language describes reality. Spatial intelligence acts on it. And the gap between those two things is the gap between a chatbot and a robot. Li: “When this technology is ready, the robotic revolution is gonna start. We’re already seeing that trend.” Every robot is a moving agent. Every moving agent requires spatial intelligence to function in the real world. The humanoid robots being deployed in factories right now are hitting the ceiling of what language models alone can power. Spatial intelligence is the unlock. But Li didn’t stop at robotics. Li: “From a geopolitics point of view, this is part of the technology that goes straight into weapons.” Autonomous drone swarms. Battlefield navigation. Physical target acquisition without human oversight. Every military application of AI that operates in the real world runs on spatial intelligence. The nation that masters the transition from static text to dynamic three-dimensional perception doesn’t just win the software race. It commands the physical battlefield. The AI arms race just broke out of the data center. It’s operating in three dimensions now.

Dustin

122,680 Aufrufe • vor 4 Monaten

Bitcoin has the most significant moat in the world. This is how Jordi Visser thinks about the asset compared to other investment opportunities. Given his 30+ years on Wall Street, that is not an insignificant statement. Add in the acceleration of artificial intelligence and you have an exciting time to be investing right now. We discuss shifts in sentiment, various economic policies, and how humanoid robots are going to change the world. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:20 - Bitcoin is a moat? 5:18 - AI disruption 15:20 - CHIPS Act impact on the market 19:35 - Evaluating what data to believe 23:58 - Market outlook 32:56 - Robots are coming 36:35 - Areas of the market that are undervalued
40:01

Bitcoin has the most significant moat in the world. This is how Jordi Visser thinks about the asset compared to other investment opportunities. Given his 30+ years on Wall Street, that is not an insignificant statement. Add in the acceleration of artificial intelligence and you have an exciting time to be investing right now. We discuss shifts in sentiment, various economic policies, and how humanoid robots are going to change the world. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:20 - Bitcoin is a moat? 5:18 - AI disruption 15:20 - CHIPS Act impact on the market 19:35 - Evaluating what data to believe 23:58 - Market outlook 32:56 - Robots are coming 36:35 - Areas of the market that are undervalued

Anthony Pompliano 🌪

152,036 Aufrufe • vor 1 Jahr

Robotics is expected to become a multi-trillion dollar sector over the coming years, and we are still in the early stages! However, many of the top companies in the space have yet to go public and are only open to accredited investors. CEO Mauricio Zolliker Mauricio | XMAQUINA created XMAQUINA with the goal of removing the barriers for investment into these companies, opening up access to the normal everyday investor. In this must watch interview, we break down all of the details that you need to know! $DEUS 0:00 Intro 2:38 XMAQUINA Mission 3:14 Accredited Investor Requirements 5:22 Borderless Capital – Investment Waves 8:14 Community Launch – Virtuals 11:10 Messari DePAI Report 13:01 Mauricio’s Background 15:15 Evolution of DePIN 18:16 Avoiding Extraction 19:42 Humanoid Landscape 21:43 XMAQUINA Blog 24:25 DAO Voting Structure 26:27 Treasury Breakdown 30:49 BOT-08 36:05 NEURA Robotics 38:48 Sunday – Memo 40:37 Investment Process 44:19 Physical AI Stack 46:47 Web3 Robotics Projects 51:13 TGE Preparation 53:15 Token Allocation Breakdown 55:43 Treasury mNAV 58:29 DAO Leaderboard 62:00 Closing Thoughts
1:04:11

Robotics is expected to become a multi-trillion dollar sector over the coming years, and we are still in the early stages! However, many of the top companies in the space have yet to go public and are only open to accredited investors. CEO Mauricio Zolliker Mauricio | XMAQUINA created XMAQUINA with the goal of removing the barriers for investment into these companies, opening up access to the normal everyday investor. In this must watch interview, we break down all of the details that you need to know! $DEUS 0:00 Intro 2:38 XMAQUINA Mission 3:14 Accredited Investor Requirements 5:22 Borderless Capital – Investment Waves 8:14 Community Launch – Virtuals 11:10 Messari DePAI Report 13:01 Mauricio’s Background 15:15 Evolution of DePIN 18:16 Avoiding Extraction 19:42 Humanoid Landscape 21:43 XMAQUINA Blog 24:25 DAO Voting Structure 26:27 Treasury Breakdown 30:49 BOT-08 36:05 NEURA Robotics 38:48 Sunday – Memo 40:37 Investment Process 44:19 Physical AI Stack 46:47 Web3 Robotics Projects 51:13 TGE Preparation 53:15 Token Allocation Breakdown 55:43 Treasury mNAV 58:29 DAO Leaderboard 62:00 Closing Thoughts

DePIN Connection

271,784 Aufrufe • vor 6 Monaten

New Episode. Nils Pihl (Nils), CEO of Auki Labs, discuss the "Real World Web" and making physical spaces accessible to robots. We dive into decentralized mapping and Auki’s latest retail deployments. Nils also shares his take on the US-China robotics race, drawing on 15 years of building ventures in the heart of China’s tech ecosystem. 2:05 Nils' journey into the technology 8:36 Six layers of Robotics value chain 11:00 Use case for AUKI's perception stack 17:04 Compute challenge of distributed mapping 20:16 Decentralized solution to privacy 22:36 Programmable robots vs closed approach 25:43 Most valuable layers or robotics ecosystem 28:53 Behind China's rapid humanoid boom 36:06 140 humanoid OEMs, who's gonna win 41:32 US-China geopolitics 44:52 What can the west do to compete with China 46:55 Technology adoption in Asian countries 54:01 Memes
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New Episode. Nils Pihl (Nils), CEO of Auki Labs, discuss the "Real World Web" and making physical spaces accessible to robots. We dive into decentralized mapping and Auki’s latest retail deployments. Nils also shares his take on the US-China robotics race, drawing on 15 years of building ventures in the heart of China’s tech ecosystem. 2:05 Nils' journey into the technology 8:36 Six layers of Robotics value chain 11:00 Use case for AUKI's perception stack 17:04 Compute challenge of distributed mapping 20:16 Decentralized solution to privacy 22:36 Programmable robots vs closed approach 25:43 Most valuable layers or robotics ecosystem 28:53 Behind China's rapid humanoid boom 36:06 140 humanoid OEMs, who's gonna win 41:32 US-China geopolitics 44:52 What can the west do to compete with China 46:55 Technology adoption in Asian countries 54:01 Memes

The Humanoid Hub

39,794 Aufrufe • vor 5 Monaten

The hardest problems in AI aren't research problems anymore. They're deployment problems. It’s how we actually deliver real value, today, to build the future people want. That’s why, after 20 years in AI, my next step was inevitable: make robots do useful work for and alongside people, right now. Today, I am delighted to announce the launch of Walden Robotics to tackle just that. We started this year and are coming out of stealth today with a $300M seed round backed by some of the most serious companies and investors in the world. They have seen firsthand our general-purpose robots being useful in production on day one, and getting better every day after. You can see a glimpse of what we've been building in the video below. Physical AI has gone through a rapid phase transition, in part thanks to pioneering research from my friends and co-founders Russ Tedrake , Ben Burchfiel , Siyuan Feng, Rareș Ambruș , and many others at Walden. But from our long experience working together with co-founders Kerri Fetzer-Borelli and Dave Johnson, we learned how hard it is to deploy cutting-edge AI in a real, live, incredibly sophisticated production environment with an intricate ballet of automation and human ingenuity. That’s why we deliberately created Walden Robotics as a full-stack, human-centric, customer-focused robotics company from the start: we seeded the company with a world-class team across hardware, software, AI, deployment, operations, product, and business talent, so we could continuously optimize our whole system end-to-end, deeply and purposefully, from real-world experience with real customers. The efficacy of this strategy speaks for itself: since February, our general-purpose robots have been doing useful work in production at a Toyota plant in North America, moving from first pilot to real work in under two months. Not a lab. Not a demo. Not a future promise. Real work on a real line, today, at one of the best large-scale manufacturers in the world, with general-purpose robots that get better every day. And this is just the beginning. Two ways to find us: If you run a manufacturing or logistics business and want robots that are widely useful now, not someday, let's talk. We own “ for a reason! And if you want to build them: we're hiring across the company, from software, to hardware, AI, ops, product, business, and more. In particular, as the Chief Strategy Officer at Walden, I am recruiting for three incredibly impactful founding roles to fuel our agent-native go-to-market engine. Check out Let’s build together!
2:31

The hardest problems in AI aren't research problems anymore. They're deployment problems. It’s how we actually deliver real value, today, to build the future people want. That’s why, after 20 years in AI, my next step was inevitable: make robots do useful work for and alongside people, right now. Today, I am delighted to announce the launch of Walden Robotics to tackle just that. We started this year and are coming out of stealth today with a $300M seed round backed by some of the most serious companies and investors in the world. They have seen firsthand our general-purpose robots being useful in production on day one, and getting better every day after. You can see a glimpse of what we've been building in the video below. Physical AI has gone through a rapid phase transition, in part thanks to pioneering research from my friends and co-founders Russ Tedrake , Ben Burchfiel , Siyuan Feng, Rareș Ambruș , and many others at Walden. But from our long experience working together with co-founders Kerri Fetzer-Borelli and Dave Johnson, we learned how hard it is to deploy cutting-edge AI in a real, live, incredibly sophisticated production environment with an intricate ballet of automation and human ingenuity. That’s why we deliberately created Walden Robotics as a full-stack, human-centric, customer-focused robotics company from the start: we seeded the company with a world-class team across hardware, software, AI, deployment, operations, product, and business talent, so we could continuously optimize our whole system end-to-end, deeply and purposefully, from real-world experience with real customers. The efficacy of this strategy speaks for itself: since February, our general-purpose robots have been doing useful work in production at a Toyota plant in North America, moving from first pilot to real work in under two months. Not a lab. Not a demo. Not a future promise. Real work on a real line, today, at one of the best large-scale manufacturers in the world, with general-purpose robots that get better every day. And this is just the beginning. Two ways to find us: If you run a manufacturing or logistics business and want robots that are widely useful now, not someday, let's talk. We own “ for a reason! And if you want to build them: we're hiring across the company, from software, to hardware, AI, ops, product, business, and more. In particular, as the Chief Strategy Officer at Walden, I am recruiting for three incredibly impactful founding roles to fuel our agent-native go-to-market engine. Check out Let’s build together!

Adrien Gaidon

59,664 Aufrufe • vor 3 Tagen

We profiled the most hyped energy startup in America. Exclusive look inside the $4B startup, Base Power, with co-founders Justin Lopas & Zach Dell A former SpaceX engineer & a Thrive capital investor, rebuilding American energy dominance. Trying to do what SpaceX did to NASA and Anduril to Lockheed. But for energy. Yep, a lot of ambition. So, what do they have to show for it? 0:00 Meet Zach & Justin: Raising $1.3B To Fix America's Grid 1:16 How The Grid Came 4 Minutes From Collapse 1:56 Zach: Why The U.S Desperately Needs A SpaceX for Energy 3:25 Justin Explain's Their Home Battery Installation 4:14 Why Thrive Capital Bet on Zach & Justin (feat. Avery Klemmer) 5:16 How Justin & Zach Met? (Anduril Factory Tour) 6:32 Zach’s Secret Co-founder Test on Justin 7:20 How Base Build Their Competitive MOAT... 10:34 Justin: “Everything you do more than once is a factory” 11:17 Zach: This Is How To Raise $1.3B from Tier-1 Funds... 13:38 How to Build An Elite Team & Culture 14:26 Zach: "I'm Never Stoked To Fire People, But..." 15:33 The Personal Cost of Being An Entrepreneur 16:35 Energy, China and America’s future 18:22 Unpacking The Chip on Zach's Shoulder 19:13 Zach: “I Am Not the CEO This Company Needs in 5 Years” 19:49 Sachin & Adam: Our 3 Biggest Takeaways
21:22

We profiled the most hyped energy startup in America. Exclusive look inside the $4B startup, Base Power, with co-founders Justin Lopas & Zach Dell A former SpaceX engineer & a Thrive capital investor, rebuilding American energy dominance. Trying to do what SpaceX did to NASA and Anduril to Lockheed. But for energy. Yep, a lot of ambition. So, what do they have to show for it? 0:00 Meet Zach & Justin: Raising $1.3B To Fix America's Grid 1:16 How The Grid Came 4 Minutes From Collapse 1:56 Zach: Why The U.S Desperately Needs A SpaceX for Energy 3:25 Justin Explain's Their Home Battery Installation 4:14 Why Thrive Capital Bet on Zach & Justin (feat. Avery Klemmer) 5:16 How Justin & Zach Met? (Anduril Factory Tour) 6:32 Zach’s Secret Co-founder Test on Justin 7:20 How Base Build Their Competitive MOAT... 10:34 Justin: “Everything you do more than once is a factory” 11:17 Zach: This Is How To Raise $1.3B from Tier-1 Funds... 13:38 How to Build An Elite Team & Culture 14:26 Zach: "I'm Never Stoked To Fire People, But..." 15:33 The Personal Cost of Being An Entrepreneur 16:35 Energy, China and America’s future 18:22 Unpacking The Chip on Zach's Shoulder 19:13 Zach: “I Am Not the CEO This Company Needs in 5 Years” 19:49 Sachin & Adam: Our 3 Biggest Takeaways

Sachin and Adam

66,684 Aufrufe • vor 2 Monaten

A new robot policy just cleaned up a kitchen it had never seen before [watch what happens. paper included ⬇️] Pi-0.5 builds on top of Pi-0 and shows how smart co-training with diverse data can unlock real generalization in the home. It doesn’t just learn from one setup but adapts to many, including homes it’s never seen. What it does ✅ Handles new homes without training in them ✅ Follows complex language instructions ✅ Cleans, places dishes, handles spills ✅ Matches in-home training models using cross-embodiment and web data Robots that understand tasks and adapt to new spaces are finally within reach. More in the blog: Read the paper ⬇️ Physical Intelligence, co-founded by UC Berkeley professor Sergey Levine, is a robotics startup developing general-purpose AI foundation models that enable robots to perform a wide variety of real-world tasks with human-like adaptability, recently raising $400 million to advance this vision.
1:22

A new robot policy just cleaned up a kitchen it had never seen before [watch what happens. paper included ⬇️] Pi-0.5 builds on top of Pi-0 and shows how smart co-training with diverse data can unlock real generalization in the home. It doesn’t just learn from one setup but adapts to many, including homes it’s never seen. What it does ✅ Handles new homes without training in them ✅ Follows complex language instructions ✅ Cleans, places dishes, handles spills ✅ Matches in-home training models using cross-embodiment and web data Robots that understand tasks and adapt to new spaces are finally within reach. More in the blog: Read the paper ⬇️ Physical Intelligence, co-founded by UC Berkeley professor Sergey Levine, is a robotics startup developing general-purpose AI foundation models that enable robots to perform a wide variety of real-world tasks with human-like adaptability, recently raising $400 million to advance this vision.

Ilir Aliu - eu/acc

18,120 Aufrufe • vor 1 Jahr

My interview with Greg Brockman (Greg Brockman), Cofounder and President of OpenAI. 0:00 Intro 1:06 Scaling Sora 2:18 Are transformer models the future? 4:29 Building with AMD 5:50 Other kinds of compute 7:28 Bottlenecks 9:17 Deciding where to invest 11:38 Decoupling of the internet 16:29 Why ChatGPT is different 17:59 Proactive AI 19:39 Compressing Intelligence 20:48 ChatGPT’s Longest Thought Ever 21:13 Sora 2 29:47 Is my job in danger? 31:51 Building on top of OpenAI 34:11 Humans in the loop 35:36 Fully generated software 39:25 Agentic Commerce Protocol 40:41 What does 2026 look like? 42:43 AGI
43:44

My interview with Greg Brockman (Greg Brockman), Cofounder and President of OpenAI. 0:00 Intro 1:06 Scaling Sora 2:18 Are transformer models the future? 4:29 Building with AMD 5:50 Other kinds of compute 7:28 Bottlenecks 9:17 Deciding where to invest 11:38 Decoupling of the internet 16:29 Why ChatGPT is different 17:59 Proactive AI 19:39 Compressing Intelligence 20:48 ChatGPT’s Longest Thought Ever 21:13 Sora 2 29:47 Is my job in danger? 31:51 Building on top of OpenAI 34:11 Humans in the loop 35:36 Fully generated software 39:25 Agentic Commerce Protocol 40:41 What does 2026 look like? 42:43 AGI

Matthew Berman

45,086 Aufrufe • vor 9 Monaten

I spoke with Andrew Kang, Co-Founder and CEO of RoboStrategy. RoboStrategy already holds concentrated positions in industry-defining companies including Figure, Apptronik, Standard Bots, and Dyna Robotics. It is the first publicly listed vehicle purpose-built to give investors liquid exposure to private robotics and physical AI giants, applying the MicroStrategy capital-markets playbook to automation. The first episode of the third season! Full interview now live: Ep 101 | Investing $19M in Humanoids with Zero Robotics Experience 📽️ YouTube: 🎧 Spotify: And thanks for making this happen, intern & Humanoid Scott, Jack 🤖! Timestamps 0:00 Why we built a public fund for private robotics 0:35 Building the MicroStrategy for robotics 1:22 Escaping the tiger parent trap 2:11 Video games are elite training for game theory and critical thinking 6:30 Learning arbitrage in RuneScape and Neopets 7:59 Don't believe experts just because of their titles 10:24 Why investing is just a video game with real money 12:40 Harvard nutrition professors don't know what they're talking about 18:48 Recreating global finance from first principles 19:57 Why robotics is the early days of crypto all over again 21:50 Realizing humanoids are no longer sci-fi 22:58 Why I wrote a $19M check when every VC told me not to 27:24 How SPVs are democratizing venture investing 30:55 Bet on the founder and their execution speed, not the pitch deck 36:39 The math behind a $50 trillion physical labor market 41:44 Applying the MicroStrategy playbook to private markets 45:48 Humanoids are the GPUs of physical labor 47:48 Building a new SoftBank for the robotics era 50:51 Why robotics startups need engineers for attention 54:35 Don't be satisfied with surface level answers
55:49

I spoke with Andrew Kang, Co-Founder and CEO of RoboStrategy. RoboStrategy already holds concentrated positions in industry-defining companies including Figure, Apptronik, Standard Bots, and Dyna Robotics. It is the first publicly listed vehicle purpose-built to give investors liquid exposure to private robotics and physical AI giants, applying the MicroStrategy capital-markets playbook to automation. The first episode of the third season! Full interview now live: Ep 101 | Investing $19M in Humanoids with Zero Robotics Experience 📽️ YouTube: 🎧 Spotify: And thanks for making this happen, intern & Humanoid Scott, Jack 🤖! Timestamps 0:00 Why we built a public fund for private robotics 0:35 Building the MicroStrategy for robotics 1:22 Escaping the tiger parent trap 2:11 Video games are elite training for game theory and critical thinking 6:30 Learning arbitrage in RuneScape and Neopets 7:59 Don't believe experts just because of their titles 10:24 Why investing is just a video game with real money 12:40 Harvard nutrition professors don't know what they're talking about 18:48 Recreating global finance from first principles 19:57 Why robotics is the early days of crypto all over again 21:50 Realizing humanoids are no longer sci-fi 22:58 Why I wrote a $19M check when every VC told me not to 27:24 How SPVs are democratizing venture investing 30:55 Bet on the founder and their execution speed, not the pitch deck 36:39 The math behind a $50 trillion physical labor market 41:44 Applying the MicroStrategy playbook to private markets 45:48 Humanoids are the GPUs of physical labor 47:48 Building a new SoftBank for the robotics era 50:51 Why robotics startups need engineers for attention 54:35 Don't be satisfied with surface level answers

Ilir Aliu

14,016 Aufrufe • vor 2 Tagen

The robotics sector has been experiencing explosive growth and while most people are focused on the shiny humanoid robots doing backflips in promotional videos, Auki has been building out the perception layer, or the Real-World Web, that enables robots to do useful things in the real world. In this discussion with their Founder and CEO Nils we cover the major milestones they hit in 2025, the impressive revenue they're driving with their Cactus product, their path to profitability in the first half of this year and overall roadmap for 2026! 0:00 Intro 2:57 Robotics Landscape – US vs China 12:42 Year in Review – 2025 21:46 Cactus – Top Revenue Driver 27:45 Gaussian Splats 29:30 Zappar Partnership 32:42 Cactus Ramp Up Process 36:42 Mentra – Smart Glasses 40:02 Mentra X Cactus 47:14 Robot Rollout 49:47 2026 Roadmap 51:29 Blockchain Selection – Base 55:00 DEX vs CEX 1:00:11 Closing Thoughts
1:04:45

The robotics sector has been experiencing explosive growth and while most people are focused on the shiny humanoid robots doing backflips in promotional videos, Auki has been building out the perception layer, or the Real-World Web, that enables robots to do useful things in the real world. In this discussion with their Founder and CEO Nils we cover the major milestones they hit in 2025, the impressive revenue they're driving with their Cactus product, their path to profitability in the first half of this year and overall roadmap for 2026! 0:00 Intro 2:57 Robotics Landscape – US vs China 12:42 Year in Review – 2025 21:46 Cactus – Top Revenue Driver 27:45 Gaussian Splats 29:30 Zappar Partnership 32:42 Cactus Ramp Up Process 36:42 Mentra – Smart Glasses 40:02 Mentra X Cactus 47:14 Robot Rollout 49:47 2026 Roadmap 51:29 Blockchain Selection – Base 55:00 DEX vs CEX 1:00:11 Closing Thoughts

DePIN Connection

21,140 Aufrufe • vor 4 Monaten