Supply is rushing in. The part that matters is still thin. Outside Moscone during Databricks Data + AI Summit, San Francisco, June 2026. The robots really are already here. I just got back from ten days in San Francisco, using Databricks Data + AI Summit as a base and working outward from there: robotics teams, frontier labs, voice companies, data infrastructure players, and the people building the data layer underneath all of it. A day down in Mountain View. A lot of side events. A lot of...

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 4D Data: World...

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 humanoid big seven...