Kristina Shen(@kshenster):General-purpose models can't solve every physical task, yet. That's not a limitation, it's a window, and the window belongs to the builders. The curves will converge — model companies deploying, deployment companies building intelligence — but what you own when they do is decided now

2026.08.21 00:19

General-purpose models can't solve every physical task, yet. That's not a limitation, it's a window, and the window belongs to the builders. The curves will converge — model companies deploying, deployment companies building intelligence — but what you own when they do is decided now

Kristina Shen@kshenster

2026.08.20 16:54

It's been a hot robot summer 🤖 Robots can now drive cars, fold laundry, and cable data centers. But the gap between 95% and 99.9% task success is the gap between a demo and a business. Our take on physical AI, and where the $40T market gets won