robotics

5 statements across 2 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Nov 16, 2025 by Dr. Fei-Fei Li · across every show →

Everything said about robotics, oldest first

Nov 16, 2025 neutral
Insight
Li: Robotics trails LLMs because training data lacks 3D physical actions
“In in language, because they have this perfect setup where their training data are in words, eventually tokens, and then they produce a model that outputs words. So you have this perfect alignment between what you hope to get, which we call objective function,…”
Dr. Fei-Fei Li Nov 16, 2025 ▶ 43:21 The Godmother of AI on jobs, robots & why world models are next | Dr. Fei-Fei Li
May 17, 2026 bullish
Prediction Not checkable as stated
Kalinowski: Physical AI and Robotics Will Rely on AR/VR Hardware Foundations
“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…”
Caitlin Kalinowski May 17, 2026 ▶ 6:12 Why the next AI boom is physical AI | Caitlin Kalinowski (ex-OpenAI, Meta, Apple)
May 17, 2026 bearish
Prediction Not checkable as stated
Kalinowski: World will not have 20 million robots within five years
“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.”
Caitlin Kalinowski May 17, 2026 ▶ 1:14:11 Why the next AI boom is physical AI | Caitlin Kalinowski (ex-OpenAI, Meta, Apple)
May 17, 2026 bearish
Prediction Not checkable as stated
Kalinowski: Humanoids will only handle long-tail tasks while specialized robots dominate
“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…”
Caitlin Kalinowski May 17, 2026 ▶ 1:02:43 Why the next AI boom is physical AI | Caitlin Kalinowski (ex-OpenAI, Meta, Apple)
May 17, 2026 neutral
Assertion Partly supported
Kalinowski: Drones and robot arms share the same base technology and supply chain
“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.”
Caitlin Kalinowski May 17, 2026 ▶ 21:24 Why the next AI boom is physical AI | Caitlin Kalinowski (ex-OpenAI, Meta, Apple)
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