The Robotics Stack
00:34:01 · Varun Nair, Oskar, Leo
[00:34:01] S2: No. Do you want to tell me? [00:34:02] S0: Yeah, they want to create a AI model that is pretty much grounded in physical data. So they combine all sorts of different data sources. They will also work with Mentor, I believe, from satellite data. It's like a big mess of data that they're trying to bring into this, like, one model, but, it's super interesting. [00:34:20] S2: I actually have heard of the whole Pokemon GO world model, like, project that's happening. [00:34:25] S0: Huge company because basically they worked before on Pokemon GO and these games, and then at some point they just decided, alright, we're not doing games anymore. We're selling our games division, and we're just doing AI and this geospatial model now. They also changed the CEO, so definitely something worth looking into. Nice. [00:34:42] S1: There's been a famous article on X, famous in our space, of course, from Sam Padilla, who was the founder of Avea, a data acquisition company that they closed down after two years. And he basically said that robotics data is a broken business because there are too few buyers and they don't exactly know what they want. So I'm curious, what's your take?
00:35:05 · Varun Nair
[00:35:05] S2: Time is correct. It is true if you are not someone who owns these relationships or a top dog in the field. If you are not one of the bigger bigger players who have these relationships and the understanding of looking at data the right way, it's just a hard business. A lot of people in my circle have tried to become an ego data business and like it's not lucrative at all. I mean, it can be in the short term, but like who are going to sell to? Do they even know what they want? And this kind of goes back to what I was saying earlier about like, researchers are just trying different things with their models to understand what works and what doesn't. They don't know. They're not data scientists. They're not people who understand robotics data. Nobody does. Like, there's the ops muscle in data companies, and then there is folks who understand algorithms really well and are trying to understand data. It's not like there is a recipe that exists. They are extrapolating from LLM successes and other data. So they're coming up with the best strategies, but at the end of the day, don't know if it works for sure either. So it's worth knowing that a lot of things Sam is saying has truth in it, but that doesn't mean data companies are not winning. It's just that the winning companies are already there. They are already figuring this out with the labs. Their job is to demystify the uncertainty. Their job is to build that relationship.
00:36:15 · Leo, Varun Nair
[00:36:15] S1: For sure. What company do you think right now is interesting or is the best place to make it in the current space? But also it made me think of an analysis I read recently saying that even though physical intelligence has a pretty strong team and a pretty strong model, they are going to be overtaken by all the others like skilled generalists, Dyna, because they lack deployment data. [00:36:39] S2: I don't think I'm at liberty to talk about what these companies are doing, but that being said, I do think there are going to be multiple winners. It's not one winner take all. The world of Atoms has always had that. It's a positive... Definitely a positive sum game, and a lot of these companies, if not almost all of these companies will be winning in their own ways, in their own niches. So I wouldn't say that one of them is better than the other. It's a race that keeps everyone accountable and makes everyone work hard to do better. And I'm excited that there are such brilliant researchers and such brilliant, like, minds sort of working on this. And I'm just glad that I can, like, see their thoughts on Twitter and their releases on Twitter to learn what's next. [00:37:18] S1: I see. Any maybe lesser known company that you might be allowed to talk about that you think more people should know about?
00:37:18 · Leo, Varun Nair, Oskar
[00:37:18] S1: I see. Any maybe lesser known company that you might be allowed to talk about that you think more people should know about? [00:37:26] S2: I mean, usually, wouldn't come here and promote any company particularly. That being said, as I said earlier, Robocurve is definitely one of the ones... A project that I really like is that people are trying to do the first, like, humanoid that climbs Everest. So, and I heard about that very recently from a friend. So I'm gonna follow that one. If there's a humanoid climbing Everest, that's going to be amazing. So I'm excited for that. Let's see what happens. It's for next April, whether it happens or not, I don't know, but I'm keeping an eye out for that. [00:37:55] S1: I think it's a guy who has a unit three g one, and he took it already through mountains in Chile, in Patagonia. Right? [00:38:03] S2: Wow. [00:38:03] S1: It is probably the same guy. [00:38:05] S0: Yeah. And and I saw on your website, you also mentioned a couple of investments that you did. One that stuck out to me was, Avea Robotics. I mean, as far as you can talk about it, why did you choose them and what are they doing exactly?
00:38:05 · Oskar, Varun Nair
[00:38:05] S0: Yeah. And and I saw on your website, you also mentioned a couple of investments that you did. One that stuck out to me was, Avea Robotics. I mean, as far as you can talk about it, why did you choose them and what are they doing exactly? [00:38:16] S2: Avea is doing teleop infrastructure for a lot of the deployment companies. I mean, I had a great chat with Ari, the founder. They just seemed like a winning team that's going do really well. And I was actually a customer of theirs at my previous company. So I have used their product and safe to say it was a very smooth experience and it helped push our sort of frontier for deployments forward. So just a happy customer sort of interested in making folks do well. So they were doing teleop they're doing teleop infrastructure. [00:38:45] S0: Yeah. So any partnerships that you're seeking right now? Any people that should reach out to you or something like that?
00:38:45 · Oskar, Varun Nair
[00:38:45] S0: Yeah. So any partnerships that you're seeking right now? Any people that should reach out to you or something like that? [00:38:51] S2: Sure. Like, I mean, for the most part, if you're interested in robotics, Sims, deployment, data, or in SF, always down to chat mode and grab a coffee, but more on the professional side of things. If you're an early stage company and it's trying to get into robotics and I'm happy to always just like advise and just be helpful, like nothing crazy. I mean, I'm more focused the most I'm doing right now and there'll be some new more updates that will be coming in the next couple of months. But for now, I'm just focused on my writing and just building a clearer thesis for everyone out there to understand robotics better. I'm always looking for helping people get jobs. I'm working with these early stage founders. The bar for talent is really high. So usually I wouldn't say like reach out to me. But if you think you're insanely exceptional and you're interested in working in robotics or compute or energy or space, obviously my DMs are open, you can reach out to me then. [00:39:39] S0: Yeah, think you said, if people are looking to collaborate on real deployments, they should reach out to you, So I guess Yes. That's always a good one because deployments is maybe not the bottleneck, but definitely a part of the bottleneck.