Architectural Gaps in Physical AI: When’s the Big Moment?
In some specific robotics use cases, the magic moment has clearly already happened. Autonomous driving had its moment in 2025. That’s why in 2026 you can ride a wheeled robot, a Waymo, all over SF with minimum hassle. In Ukraine, autonomous drones now rule the sky (and the battlefield). At Amazon, more than 1 million…
Geography of Physical AI and Advanced Manufacturing
Many people associate AI with coding, or helping students with their homework, or making sudden progress on the Riemann Hypothesis. It’s less well appreciated that all those capabilities map directly to physical AI. The tools that we use daily, such as Fable and GPT-5.6 Sol, can also help a robot integrate information, build a contiguous…
Hybrid Human<>Robot Economies
Robot money, Skill chips, and Efficiency-seeking Economies Imagine you are a space traveler who just landed on Earth. As you explore the world, it must appear wondrous and bizarre. Why are there almost 200 separate nations? Why does an arbitrary straight line divide the two major economies of North America? Why are there 180 fiat…
Robots, Data, and Networks 