Spotted in the wild on the streets of New York during NY Tech Week. The robots are already here. Spent last week across four physical AI events at NY Tech Week. A few things that stayed with me. The pre-training data problem is largely being solved. Synthetic data and egocentric video collected at scale, predominantly out of India right now, is abundant and becoming commoditized fast. The barrier to entry is low and too many players are chasing the same layer. Volumes, 3D and

I spent yesterday at Robotics Summit in Boston. One day on the floor, talking to data factory operators, robotics companies, AI teams, and enterprise partnership leads. Here's what I took away. The demand for physical AI training data is insatiable. That came through in every conversation I had. Not as a forecast. As a live operational reality. The question isn't whether the market exists. It's whether the supply infrastructure can keep up. 1. Demand goes well beyond the huma