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Sergey Levine is one of the world’s top robotics researchers and co-founder of Physical Intelligence. He thinks we’re on the cusp of a “self-improvement flywheel” for general-purpose robots. His median estimate for when robots will be able to run households entirely autonomously? 2030. If Sergey’s right, the world 5 years from now will be an *insanely* different place than it is today. This conversation focuses on understanding how we get there: we dive into foundation models for robotics, and how we scale both the data and the hardware necessary to enable a full-blown robotics explosion. 𝐄𝐏𝐈𝐒𝐎𝐃𝐄 𝐋𝐈𝐍𝐊𝐒 * Transcript: https://www.dwarkesh.com/p/sergey-levine * Apple Podcasts: https://podcasts.apple.com/us/podcast/fully-autonomous-robots-are-much-closer-than-you-think/id1516093381?i=1000726524050 * Spotify: https://open.spotify.com/episode/1WpOKLN3vSvvWjrVDIJAyy?si=DPxf6K5BSBy5R4OYIqk8pQ 𝐒𝐏𝐎𝐍𝐒𝐎𝐑𝐒 * Labelbox provides high-quality robotics training data across a wide range of platforms and tasks. From simple object handling to complex workflows, Labelbox can get you the data you need to scale your robotics research. Learn more at https://labelbox.com/dwarkesh * Hudson River Trading uses cutting-edge ML and terabytes of historical market data to predict future prices. I got to try my hand at this fascinating prediction problem with help from one of HRT’s senior researchers. If you’re curious about how it all works, go to https://hudson-trading.com/dwarkesh * Gemini 2.5 Flash Image (aka nano banana) isn’t just for generating fun images — it’s also a powerful tool for restoring old photos and digitizing documents. Test it yourself in the Gemini App or in Google’s AI Studio: https://ai.studio/banana To sponsor a future episode, visit https://dwarkesh.com/advertise 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00:00) – Timeline to widely deployed autonomous robots (00:17:25) – Why robotics will scale faster than self-driving cars (00:27:28) – How vision-language-action models work (00:45:37) – Changes needed for brainlike efficiency in robots (00:57:59) – Learning from simulation (01:09:18) – How much will robots speed up AI buildouts? (01:18:01) – If hardware’s the bottleneck, does China win by default?

Over The Horizon

Elon Musk considers developing a human-like hand for Tesla's Optimus robot to be the company's most challenging problem yet, due to the complexity of replicating human hand functionality, sensation, and fine motor skills   Questions to inspire discussion Hand Design Challenges 🤖 Q: Why is the hand the toughest problem for Tesla's Optimus robot? A: The human hand has 27-28 degrees of freedom, requiring 80% of engineering difficulty to replicate its versatility and dexterity in a robotic hand. ✋ Q: How many muscles control the human hand? A: The human hand is controlled by 20 muscles in the hand and...

Over The Horizon

This morning in breaking news, Brett Adcock CEO of Figure Robotics, dropped a mind-blowing demo showing that their Figure 01 robot can now do end-to-end AI training. This demo of the bot now able to make coffee is just one of many applications that they are promising the bot can do. Robotics expert Dr. Scott Walter does a comparison with Tesla Bot and Google's Mobile ALOHA Scott Walter is an Aerospace Engineer with a Ph.D. in Mechanical Engineering and has co-founded two robotics companies Follow Scott on X @GoingBallistic5 Get Free TESLA Milestone Tables My website: https://www.herbertong.com Check out 15+ modules of resources for the $TSLA Investor Join this channel or Patreon to get access to perks: Get free access to 15+ modules of TSLA investor resources Become a member: https://www.youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/join Become a Patreon: https://www.patreon.com/brighterwithherbert Use my referral link to buy a Tesla product: https://ts.la/herbert23392 ❤️ Thank you to everyone who supports me and this channel! I really do appreciate your likes, subscribes and comments. Let's get brighter! Website: www.herbertong.com X: @herbertong Contact dcsocialmediadc@gmail.com for: Video Editing Service, Social Media Management & Strategy Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Author is long TSLA and other stocks at time of original video publish date. #Tesla #TSLA #stock #ElonMusk #investing #teslabot #technology #ai #TeslaNews #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.