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...

20+ Suppliers contacted across global markets 2 weeks Full sourcing assessment with confirmed supply path vs. a quarter of internal effort 45 languages All priority languages covered within budget, technical requirements confirmed THE CHALLENGE A well-funded voice AI company building and improving ASR and TTS models needed proprietary low-resource language audio and transcript data at scale. Their data acquisition team had an active requirement across 45+ priority languages, with no confirmed...