physical AI
5 statements across 3 episodes · 4 bullish · 0 bearish · 4 people on the record · first statement Dec 6, 2025 by Pim de Witte · across every show →
Everything said about physical AI, oldest first
Dec 6, 2025 bullish
Simulation will initially be a larger commercial AI market than physical deployment
“I think simulation will actually be the larger market initially. So I think in simulation because you have very little constraints also from a safety perspective, simulation is much easier. So I think a lot of the takeoff initially sits in simulation.”
Apr 27, 2026 bullish
Ludwig: Probably everything in the world reduces to next-token prediction
“So the interesting thing is, I think probably everything in the world can actually be boiled down to like a next token prediction problem. And In any workflow, anything can be thought of almost as like there's this, the sequence of steps or the sequence of tra…”
Apr 27, 2026
Younis: Physical AI Bottleneck Is Onboard Deployment, Not Model Intelligence
“In the physical AI world, we're not really constrained right now by like the intelligence of the models. It's actually what Peter's talking about is actually deploying them. ... On the hardware you give you. And so, and there's just a reality is of safety crit…”
Apr 27, 2026 bullish
Ludwig: Physical AI reliability is now high enough to deploy cost-effectively
“The big unlock honestly for physical AI as an industry is that these models are just
Becoming much more reliable, right? Things like things actually work a lot better. It's like the number of nines you can get out of these systems are now good enough that it a…”
Jun 1, 2026 positive
Ethan He: Powerful video AI will naturally learn to control physical robots
“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.”