physical AI
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 29, 2026 by Sanjit Biswas · across every show →
Everything said about physical AI, oldest first
Jul 29, 2026 bullish
Physical AI moats require real-world edge data you cannot crawl online
“These are not the tokens you're going to find online. Like you can't crawl Reddit and find out about what happened on a construction site, right? Nor can you do you know, test time reasoning about it. You can't just, you can simulate all kinds of environments,…”