@ysl_serena By Physical Intelligence are you referring to the company or the broader sector?

@ChrisCamillo the company, but I’m bullish the whole genre as well.

@ysl_serena They can definitely be up there but I don’t see the model yet?

@sebwillems The GPT moment for embodied AI hasn’t come yet

@ysl_serena embodied intelligence is the end, everything they say about AGI, SI, etc. will become tangible once embodied intelligence is properly achieved

@ysl_serena If, like me, you didn't know who Physical Intelligence was: Physical Intelligence is an AI startup founded in early 2024, focused on developing general-purpose AI for robotics and physical tasks, often called "embodied intelligence." The company has raised $400 million from

@ysl_serena True. LLMs aren't tied to factual truth, just statistical truth, big difference which can lead to big mistakes. So far as an intelligence living in the real world and not being able to bullshit, that's the goal, problem is extremely hard to pull off because we don't even know

@ysl_serena Figure, NVIDIA, google, etc. are all doing the same. It is difficult to project them as the winner

@ysl_serena what makes you so sure

@ysl_serena embodiment is the final frontier and whoever cracks it owns the decade.

@ysl_serena Physical Intelligence is only real intelligence. To understand something is to know how the physical world works.

@ysl_serena Sam Altman is a con artist

@ysl_serena I am I thinking correctly? The winner is whoever perfects dexterous, safe, low-cost hands and ties them to scalable brains and sensors. Everything else — locomotion, battery, voice — is secondary?

@ysl_serena For mass adoption, do you foresee being able to buy your humanoid companion robot on installments? I find it hard to believe that the average person, making 50K a year would be able to afford, or even have an interest in buying a, I'm guessing at least a few thousand dollar

@ysl_serena Spatial intelligence. Which will power both robotics and augmented reality.

@ysl_serena Space exploration is

@ysl_serena No one needs to mark your words. "Embodied intelligence" is already a fairly well known concept in the field of AI and is actively explored by all robot labs and will obviously become more mainstream in the age of robots.

@ysl_serena Genuinely interested to hear your take on how they commercialize. With LLMs the "wrapper" for revenue is trivially deploy (i.e. chatbot). With VLAs it is not - hardware + a ton of software infrastructure to support. It seems without verticalization Physical Intelligence will

@ysl_serena Are you building something robotics related via imitation learning?

@ysl_serena Very reasonable conjecture I'd bet that you're right

@ysl_serena @marisamcknight Proprioception. Machine readable 3D Space will change everything

@ysl_serena Nah. There's a limit to what they can do. Finn is keeping the team small because they expect to be acqui-hired. That being said: from what I've heard, they are only take the top TOP superstars, and are only going to hire 1 person per role. (and told me to get fucking lost)

@ysl_serena Thanks for telling us what we already knew

@ysl_serena This isn’t a hot take lol Pretty well known they’re focusing on this

@ysl_serena But everyone already knows it. 🤨

@ysl_serena The next frontier is motion.

@ysl_serena Every bubble is full of prophets.

@ysl_serena Visual reasoning --> big bottleneck; still far from solved.

@ysl_serena With a marker?

@ysl_serena Sports and entertainment.

@ysl_serena @Tesla_Optimus

@ysl_serena Artificially Intelligent Intelligence

@ysl_serena @Tesla_Optimus

@ysl_serena Newton’s physics?

@ysl_serena marking words as we speak