Christoph Schell runs KUKA, the company that built one of the first industrial robots, Famulus, in 1973 and now has close to 600,000 robots working in factories around the world. Now KUKA is betting on physical AI. The idea is to combine the deterministic automation KUKA is known for with robots that understand a situation and act on intent, so that even older machines can learn new tricks. I sat down with Christoph to talk about where the training data for physical AI really comes from, why KUKA is growing faster than the market in China, robotics as a service, and why he sees humanoids as one form factor among many mobile robots rather than a category of their own. Christoph told me why this shift feels different from anything he’s seen before: “We’re not disrupting the old industry. We are evolving it.” This is a conversation about physical AI on real factory floors, the business models that come with it, and why the industry’s deployment timelines may be too ambitious. 00:00 Intro and KUKA’s first robot 00:40 What physical AI changes for existing robots 01:45 KUKA’s installed base and factory data 02:40 Automation 2.0: the bin-picking example 03:35 Selling intent-based automation to factories 04:45 Where physical-AI training data comes from 06:15 What data gets you to the 99,99999% reliability 07:10 Robotics as a service 08:25 KUKA’s growth in China 09:40 What does scaling mean for KUKA? 10:45 Why KUKA built a US AI team? 11:35 Is the robotics timeline too ambitious? 12:53 Humanoids versus other mobile robots 14:35 What industrial leaders will need in 2036 ~~  ♻️ Join the weekly robotics newsletter, and never miss any news →

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#Florida#! It’s Election Day TOMORROW, so please come out tonight. Support @Diddy & @andrewgillum for a #GOTV# rally at @famu_1887. 8:30pm EST. Shout out to the awesome FAMU student leaders for their great work on this! Tix: Stream:

Today, I was proud to present the Governor’s Medal of Freedom to Baseball Hall of Famer and great Floridian Andre Dawson. His distinguished career in Major League Baseball, his contributions to the sport, and his lasting impact on our state have earned him this award. From his childhood in Southwest Miami, to his college days at FAMU, to his legendary MLB career, “The Hawk” has represented Florida in the best possible way for decades. His generous support of FAMU and its baseball program has helped generations of student-athletes succeed. The Governor’s Medal of Freedom is the highest honor I can bestow on any Floridian, and Andre Dawson truly deserves this recognition.