Robotics

“I don't think we're at a point where that poses a risk. It's the next model. It's the model with its own volition, basically.”

“I think all the Chinese manufacturers, they will become robotic companies.”

“Today with AI tooling, like, you can write code a lot faster, but that also means, like, your debug cycles are a lot faster and so you spend a lot more time up front now, or it's prudent to spend a lot more time up front, you know, assembling all of your hardw…”

“We are nowhere on robotics, but I think robotics is going to be bigger than the language stuff. And I think it's going to happen in the next 10 years.”

“We should zoom out and recognize the biggest problem right now in robotics is actually data. One day it'll be chips, but for now it's data.”

“That's just the first part of this, is meeting the robotics needs in the current technology, because we don't yet have a frontier foundation model that's robust enough for robotics.”

“I think robotics would be probably more disruptive, frankly, to the medical industry. We had a family member have a procedure that was done entirely autonomously with just a doctor overseeing it, but didn't actually touch an instrument. And I think that will b…”

“We're imagining sort of the robot population or like, you know, quality adjusted population, basically like doubling or quadrupling every year, which, because that's almost all of the like sort of relevant, productive capacity of the economy itself means the e…”

“The place that everybody was coming to it from was just assuming that we'll never have a lot of data for robotics, and we need to do everything we can to try and design our system smarter, or like, figure out tricks along the way to try and get robotics starte…”

“Pairing human-level intelligence with even very simple you know, as you said, Vivek end-effectors, like, you can really accomplish a lot in the world.”

“The main blocker the entire time has been the intelligence, not so much like the sort of mechanical ability.”

“It was the first model to show scaling laws really exist in, in robotics in, in in really in, in any significant way, I would say.”

“If you would have asked me, like, in, like, last year, frankly, I would have said, well, yes, I do think these things are going to be really important to the world in the twenty-thirties, and now just understanding what's going on, it seems like they're going …”

“Of course, like, different types of scientific automation have, has existed for decades, but very generalized capabilities to like, be in a science lab and use your hands to pull off all the manipulations that are needed to run all these scientific experiments…”

“But in the future, that whole process will be automated with robotics.”

“When we figure out AI and robotics that allows us to do semi-autonomous manufacturing, energy will become the cost of all things, right? The cost of buying a thing will become the cost of energy used to make it.”

“So we have robotics that basically do the production of food.”

“Repetitive tasks in controlled environments is, like, more or less solved, and, like, you know, that'll continue to happen. But having tweaked tasks in real-world environments, that's where you need the AI. Like, that's where you need the AI plus the robots. A…”

“I think the exact same thing has happened in robotics. We're investors in, in Sunday robotics which is going after this exact It's such a cool company. It's a cool company, and, you know, they're doing household robots, but the key part before you get to house…”

“If robotics is going to do what we're doing with these companies today, every single of those buildings need to be either three D printed or completely like standardized. I don't see that happening.”

“It's said that, you know, a lot of these robots, whether they're humanoid or industrial robots, the raw kind of hardware itself can be like at least 50% cheaper than produced elsewhere.”

“And then the real, real, real bottleneck for these, all these companies, whether you're talking about autonomous driving or industrial robotics or human robotics with, in terms of AI integration is that they don't have enough physical data.”

“Currently, if you look at where this, where the field is, there is no one general model that solves everything for robotics. It's not there yet.”

“It's not 20 years. I would say we get the ChatGPT moment for robotics in the next, like, two or three years.”

“Almost right away, we started working on computer vision. Almost right away, we started working on robotics self-driving cars”

“I would say the chat GPT moment of robots happened a couple of years ago already.”

“And then what you might have is ultimately you can mix and match Chinese physical robot with a Western brain. And I know that's happening.”

“In China, TikTok pushes out content about robotics, about aeronautics, about science.”

“And in robotics, it's almost always the other way around, which is the demo is only about first 20% of the work, And the rest of making sure it is working is the 80% of the work, and it takes quite a long amount of time to get to the perfection to make sure th…”

“Wars are going to be fought with robotics in the future. There's not going to be humans on the battlefield. There's going to be robots, and there's going to be technology, and battle bots is going to be a thing.”

“Pre-training on videos gives, like, implicit understanding of the physics of interactions with the real world, and then you can get stuff like action prediction, like robotics out of the same model.”

“I think what really excites me is you can use the same kind of AI model to make a movie and deploy that as a brain on a robot.”

“We think it's in, in terms of the things that are still in the first inning that are going to become trillion dollar, you know, we're trillion dollar companies are going to be produced. We think it's one of the prime candidates for sure.”

“Right now automation is moving faster for white collar work and office work and knowledge work than it is for blue collar work in terms of robotics.”

“I would have thought vaccination is something a robot could actually do quite well. In the end. Robotics is behind the other things, but I, it seems silly to have people doing vaccination in 20 years time.”

“Once these models can use computers and understand the future state of computer extremely well, the robots might be Might be one of the tools a very powerful AI can use. So the powerful AI might just be able to control the physical embodiment naturally.”

“So whether it's incubating companies from for-profit to non-for-profit businesses investing in companies and founders that are really right at the edge of transformation, whether that be AI. Biotech, neurotech, robotics, ah, even space.”

“It seems that after crossing a certain scale of models that know basically everything about the world, and what we call, like, good priors about the world, It seems that reinforcement learning just started to work, and this is not only with LMS. Robotics seems…”

“You're going to see like real P&L efficiencies from robotics, Over the next 18 months in their retail business.”

“The other part is there's this lineage of technology going through VR and then AR and now in, I'm using the term robotics, physical AI, but you really have to step back and look at autonomous vehicles, drones, obviously robots autonomy period, manufacturing, l…”

“You need essentially the same technology to make the rotor spin on a drone as you do to make an arm move on a robot. It's essentially the same base technology and supply chain.”

“My suspicion is we'll have humanoids for some long tail things that we need to do that humans are currently doing. That will be important, but we'll also have robots that are for construction, robots that are for electrical work, robots that are for Very low v…”

“I'm not somebody who thinks that in five years, you're gonna have a you know, twenty million robots. I don't think that it's gonna be that fast. I think we have a lot of really deep work on supply chain.”

“I'm either buying like something with a moat, which is very, very hard to find certainly in technology right now home services, businesses, like very, very brick and mortar kind of stuff. But even that I think is at risk with robotics over the next 1020 years.”

“I don't think there's any group in the world that I wouldn't think on the robotic side that makes the designs more parts than we do on the robot. We design the motors, basically every part within there, the rotor stator, everything.”

“So we're looking at every robotic you know, system that's out there. We're doing, we're, We're doing testing on, you know, every one of our sites has some form of automation or robotics that we're trying to implement because we're looking at how do we optimize…”

“On a one-for-one basis, you know, I can still use human capital and labor, right? To produce faster than robotics that are out there in the market?”

“Robots, currently the robot models VLAs Vision Language Action Models, which is very popular right now, is probably Not going to be the thing that ultimately scales beyond. They are inefficient in data. And we can't scale the data for them fast enough.”

“And so I think in the next six to 18 months, we'll start seeing real breakthroughs in robotics that enable few shot learning, i.e. There's a pre-trained robot model, and now there's a robot that you have hired or bought or whatever. You showed a few examples a…”

“That you think about robotics where I think we are not the leader.”

“He's one of the co-founders of Physical Intelligence, which we think might be the robotics AI lab that brings about the GPT-I moment for all of robotics.”

“Our mission is to build a model that can control any robot, to do any task that is physically capable of, and to do so as such a high level of performance that's going to be useful to people in all walks of life.”

“I think the first is Seikan, which to me was the first demonstration of language model and how you can bring all of the common sense knowledge in language model into robotics, and therefore that significantly kind of reduces the need to collect robot-specific …”

“That was a big paper, because it was the first that showed potential scaling laws that applied to robotics, because now you could start training all these models across multiple kinds of hardware, not just one, which has never been done in robotics ever before…”

“I think this is another area of incredible opportunity of kind of building services for robot company. Like, you know, if you can offer remote tele-op, for example, if you can offer data collections, if you can offer annotation service, because, you know, thes…”

“This idea that robotics isn't a thing, it's a toolkit. Was early lesson that I was taught because when you see a robot to most people, they think humanoid, but given the journey I was on, robotics, was a box of parts that allowed you to make smart machines tha…”

“It's the most modern city in the world. It's leading the world with leading the world with innovation in the fields of like robotics and AI. So I think if people want to have like a glance about the future, how the future is going to look like, they should vis…”

“We are actually continuing the SOAR research program in the context of robotics, right, which I think is very clearly going to be a transformative application, which is still a little bit in the research phase”

“And I think something like that might happen in the world of robotics, but it can't happen today because if you want to put together some cool new robotics applications, some cool new robotics idea, you kind of have to build this, like, monstrous stack, and yo…”

“So, I think that the key is not so much to quantify, like, here is exactly the price tag of getting the ultimate robot data set. The key is to get a system that can go into the world that's useful enough That does a wide variety of different things and they ca…”