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physical AI

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 17, 2026 by Sankalp Arora · across every show →

Everything said about physical AI, oldest first

Jun 17, 2026 neutral
Insight
Arora: Warehouse Customers Care About Business Metrics, Not Foundation Models
“We can have really good foundational models, but the customer could not care less. They really care about how does it hit their top line and bottom line performance, which is either how does it impact their labor or how does it impact their shipping rates? Or …”
Sankalp Arora Jun 17, 2026 ▶ 4:50 Gather AI: $15M Revenue With Drones and 170% Net Retention - Sankalp Arora
Jun 17, 2026 positive
Opinion
Arora: Physical AI is where ChatGPT was around 2015
“And the, and I think if you get an equivalence, I think physically AI is at the same point where Chad GBT was in around 2015, where it's just finding its roots.”
Sankalp Arora Jun 17, 2026 ▶ 1:46 Gather AI: $15M Revenue With Drones and 170% Net Retention - Sankalp Arora
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