@kshenster: Three approaches are racing to build robotics' data flywheel: foundation models (@physical_int @GeneralistAI @SkildAI),…
Summary
This article analyzes three competing approaches in robotics development—foundation models, deployment-first, and full-stack—and suggests that each can lead to significant companies in the large robotics market.
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Cached at: 08/22/26, 11:30 AM
Three approaches are racing to build robotics’ data flywheel: foundation models (@physical_int @GeneralistAI @SkildAI), deployment-first (@UltraRobotics @FoundryRobotics @WatneyRobotics), full-stack (@RhodaAI @SundayRobotics @MindRobotics @WaldenRobotics). We think all three produce generational companies.
Kristina Shen (@kshenster): It’s been a hot robot summer 🤖 Robots can now drive cars, fold laundry, and cable data centers. But the gap between 95% and 99.9% task success is the gap between a demo and a business. Our take on physical AI, and where the $40T market gets won
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