Universal Factory Robots Are Arriving, Soon Home Too
My new expectation. @Tesla_Optimus will be able to do any job in a factory. And it isn’t alone. I just visited another company that is doing just that. The world of robotics just had a major breakthrough and multiple companies are figuring it out. And if it can do any job in a factory it will do the same in our homes. @1x_tech will get there faster than anyone is realizing. $20,000 is cheap. One of the companies I just visited is putting this technology into all Chinese robots. Made in America. So will be accepted into our businesses.
AI's Learning Speed Will Eclipse Human Progress Soon
Here I have a cute argument with Grok about whether it is a world model. As a kid a neighbor and I built our own sailboat. Then raced it on the San Francisco Bay. In three years @Tesla_Optimus will build a faster...
Google's World Model Paradoxically Benefits Apple
Google is building a world model that knows everything too. This is a big win for Apple, even though it looks like a loss.
Tesla's AI Paves Way for Autonomous Humanoid Revolution
It won’t matter. Now that I see what Tesla and xAI is up to, building a world model, that knows EVERYTHING, I am 100% convinced that Tesla will be the world leader in humanoids. And will be all autonomous within three years. I...
Grok Instantly Knows Every X Video’s Content
Hey Grok, what are your favorite Robert Scoble or Elon Musk videos? Everyone is missing how useful Grok has gotten. It knows EVERYTHING in every video uploaded here on X. https://t.co/2spReGRBrT
Robots Turn Billionaire Meals Into Everyday Service
Robots will bring billionaire living to a lot more people. I had the blessing to eat with @guysavoy several times. One of the best chefs in the world. He, and other top chefs taught me about the importance of getting fresh...
Decentralized Computing Empowers Autonomous, Private, Low‑Cost AI
Why does AI need decentralized computing? I know most AI people aren't paying attention to what's going on in the blockchain-based world, but there's a lot happening there. And same for those in the blockchain-based world (crypto and Web 3). This...
Optimus May Replace All Factory Workers by 2030
Elon DMd me this morning and said the next @Tesla_Optimus (version 3) can “probably” roll a cigar. Rolling joints is harder. If I was @elonmusk I would put three cameras on every one of his 12,000 workers in @tesla’s Fremont factory. That would...
People Reject Autonomous Cars—Adoption Inevitable Within Three Years
I did a lot of consumer research more than a decade ago for the auto industry. It drew the most heavy rejection of my career. “If a car drove up without a steering wheel would you take a ride with me?” One guy...
Jeremiah's Keynote Sets Stage for My AI Talk
Jeremiah @jowyang just gave a great keynote at @siliconvalleyAI that led into mine. Which is in audio below. https://t.co/H3q42wYKGm
Apple’s AI Comeback Will Reshape Computing by 2027
I'm getting bullish on Apple again. It will take three years to see that. But I've been seeing patents come out of Apple that are next level and I've been talking with insiders again and they are working on fixing...
Exclusive Genspark AI Talk: Gratitude and Early Access
I love @genspark_ai and tonight I met other customers who feel the same way. We heard @sang_wen cofounder talk about his company and open his Palo Alto headquarters. In the way to my robot that is driving me home I passed...
Matic Robots Showcase Consumer Electronics Genius in Kitchen
The @maticrobots is quite an interesting bit of technology. Love watching how it cleans our kitchen. Attended a @genspark_ai event in Palo Alto and hung out with a bunch of AI and robotics geniuses in its kitchen. What did we talk about? How...
Simulated Worlds Train Robots for Real‑World Factories
The future of simulated worlds with founder of https://t.co/VsxIMEnd0L Teaches robots how to work on factory floors. At Llama Lounge, @jowyang’s San Francisco AI event. https://t.co/e0tPK4eQwX
US Hardware Costs 20x Higher; Go to Shenzhen
“Building in USA is 20x more expensive than in India or China.” (At small scales). Am in a talk by @anithpatel1 who is making an AI hardware device that listens and does a variety of things. Mostly for businesses with specialized...
AI OS and Google Multimodal Model Power Robot Future
Flowith is bending my mind with its new AI OS. And Google’s multimodal model is what a lot of robot companies are using. I see where this is going.
AI Errors Reveal Insights, Fuel Human Innovation
AI's make mistakes. Can we learn from them? Yes! @IrenaCronin and I write this newsletter every week. AI mistakes, whether they reveal hidden biases, generate unexpected creative outputs, or highlight anomalies in data, can serve as valuable learning tools for humans. Instead of...
Young Engineer's Cognitive Architecture Outpaces Leading AI Models
How did a 20-year-old beat Grok. And ChatGPT. And Perplexity. And Gemini? In part one @blevlabs laid out how: he built a very different architecture to take AI to a new human level. Cognitive architectures, he calls them. I call...
AI Threatens Influencers: Only True Creativity Will Survive
AI is crowding out the humans everywhere except here on X. This has deep implications for all media. “Influencers” ability to influence is about to go away even here in X unless they have deep creativity and bring real value that AI’s...
Meta Lacks Leadership to Rival OpenAI in Consumer AI
Another new thesis. Meta won’t be able to compete with @OpenAI as it enters consumer electronics. The Meta/Raybans debacle and the way it treats the community and how it laid off 600 AI workers tells me it doesn’t have the leadership...
X’s For You Feed Improves with New AI
X’s For You feed just got noticeably better. They are turning on new AI systems. It will keep getting better. If you aren’t following my lists you are hurting yourself. They provide more signal to make your feed better too.
Y Combinator Sharpens Pitches Across Diverse SF Startups
The startups in San Francisco are getting much more interesting. Here's 10 who pitched last night at @jowyang's "Llama Lounge" event. If you are thinking of starting a company notice how tight they are at explaining their companies, which are...
Built a Baby Care Tracker in Minutes with AI
Got time for a 10-minute app? We have a new baby in the family. Kiana's four months old (my brother-in-law's new daughter). Since my wife is laid off, she is taking care of the child several times a week and...
OpenAI Pivots to Consumer Glasses and Phones.
Jony Ive is having to eat his words, I learned from an industry leader last night who has inside connections to @OpenAI. Can't disclose who it is, but he says that OpenAI is readying a full court consumer products push...
Human Workers Fuel Next Robot Breakthrough
Robot breakthrough. This is why the 12,000 workers at @Tesla's Fremont Factory are so important. I hear groups of them are training the robots, doing tasks over and over to give its simulator enough data to help it build very advanced...
AI Breakthroughs Imminent; Watch Videos for Insight
I'm hearing the same. That we are in a lull right now and that breakthroughs are coming. I'm uploading two videos with @blevlabs right now. He has one, and there are others. The videos are long, but worthy to see...
Impending Unitree IPO Could Spark Robotics Investment Boom
A huge robotics bubble forming? Learned last night at the @1x_tech party from an investor that @UnitreeRobotics is preparing a public offering, but that USA investors are being rebuffed. The guy I talked to wanted to put in $200 million and...
Neo Robot Launch Prioritizes Everyday Chores Over Stunts
What is @1x_tech up to later today at 11 a.m.? Launching its Neo home robot. Here's @karpathy who I surprised with my Apple Vision Pro on right after he hugged Neo while teleoperating it in one of the demos at its party...
AI-Driven OS and Home Robots Redefine Tomorrow
Agreed. @flowith_ai's new OS is pretty mind blowing. More later after I play with it more. Just got home from @1x_tech which is launching its home-focused robot tomorrow. I'll have a lot more to say about that shortly. I am...
From Apple IIs to Robots: Tech’s Wild Leap
I just interviewed @karpathy for the first time in my life at @1x_tech. Right after he got a demo. I will have his video up later but turn up the audio and listen to what I have learned. The event here is...
Meet 20‑Year‑Old AI Prodigy Outsmarting Billion‑Dollar Giants
I'm delaying sharing the videos of @blevlabs until tomorrow. They are long. In my house. An intimate look at 20 year old AI genius who has a system that I've seen over and over completely eviscerate results from multi-billion-dollar AI companies....
AI-Driven Knowledge Graph Could Reshape X’s Feed Algorithm
How might the new X algo work? Not the shitty one we have today that's based on a bunch of hard-coded rules, but a more flexible AI-centric one? @bendiken demonstrated the other night a new kind of neurosymbolic machine intelligence. That builds...
AI Video Creation Becomes Instant and Interactive
"Instant, interactive AI video." Boom!
True Tech Expertise Requires Hands‑on Tesla FSD Experience
Good morning. Totally agree with @YunTaTsai1 below where he says robotics researchers shouldn't call themselves experts if they haven't had direct experience with @Tesla's FSD 14. In fact I'd go further. You can't call yourself a technology expert if you...
AI Accelerates Drug Discovery Breakthroughs
AI transforming drug discovery.
Embodied AI Learns From Human Experiences, Not Just Data
In a few hours @IllusionOfLife is having a Holloween party in San Francisco. Mostly for kids. I'm not going. I made a bunch of videos of @okpasquale and his cofounder Kevin Fischer last week and editing them is taking longer...
Experts Warn AI and Robot Futures Arrive Later than Hype
When is the future arriving? This post says that the ML researchers are far more bearish than most who talk on X. Same is true about generalized humanoid robots. Most tell me somewhere around seven years. Even in China. Tesla...
Due Diligence Essential for Unverified AI Speed Claims
If he is right this would bring America back to the top in AI. In a big way. The problem is I can't judge whether he is right. So I'm presenting this as an example of how I judge people who...
Polarity Safeguards Code, Boosts Teamwork in AI Era
Developers: Meet @polarityco which catches bugs and makes your agentic systems better. But deeper, makes your code work in enterprise systems and makes it better for working with a team. Keeps people from getting fired for using AIs to code. And,...
Open‑source Walking Camera Redefines Home AI Assistance
A new kind of moving camera. Think of it as a camera that walks. A little short camera. Disguised as a small humanoid robot. $1,000. Raghu talks about his plans to open source it. Developers will build applications for it like “make a nice...
Exploring SF's AI/Robot Scene: My Truman Show
In San Francisco meeting robot and AI startups and being on my version of the Truman Show. More videos of interesting new tech companies to come. @heidy_dms caught me reading X just now.
AI Revolutionizes Fast Charging and Retail Experience
Electric car fans: How AI is changing our chargers. @ElectricEraTech CEO @QuincyEdmundLee and I cover everything about fast chargers and retail. https://t.co/uz7mL8GvGc
Inside the Mechanics of Autonomous Vehicles
How the robot car works.
61 Curated Tech Lists Beat X’s Flawed ‘
"For You sucks:" If you are in tech and want better feeds, I built 61 of them for you. The most complete lists here on X -- by far -- of tech. It's what I use all day long to see...
AI Will Slash Game Development Costs and Boost Fun
The future of video game development. Exclusive first look at https://t.co/PEmHb9xF8Z with its founder @ThomasTobin3D. It built a world model that develops new worlds with prompts. This shows why AI is about to dramatically reduce the cost to develop games while making...
World Models Advancing Fast—Key for Robotics and Gaming
The innovations in World Models are continuing to drop at a rapid rate. Worth paying attention to, and if you are in robotics, you are probably already using them, or want to use them soon. Tomorrow I will share one that...
Meta Cuts AI Talent, X Snaps Them Up
Meta laid off AI geniuses. X is hiring them.
AI Simulates Expert Coaching for Better Public Speaking
Hey Grok can you simulate Robert Scoble and teach me how to give a great speech? (I gave two so far this week?) Grok’s answer is pretty good: https://t.co/KtiWPVQQNq But the simulation could be better:
Single‑Task Robots Can Feed the World, Not Just Humanoids
The single task robot maker. If we want to automate the world we will need a lot more than humanoids. Andrew @a_andlyu caught my eye in my tours through @fdotinc in San Francisco. He is building a robot and AI to pick up...
Active Inference: The Next Paradigm for AI and Robotics
Active inference. This is how robots and AI agents will work in the future I learned tonight at @rwang0’s conference for enterprise types. Tesla and xAI don’t yet use it, Grok says, but Grok knows all about it and says it is...
