"Where are we in the innovation cycle for AI-native robots? Have we already had our ChatGPT moment? Is it ready for production?"
That's what Primary GP
@JasonrShuman asked our CEO
@EvanBeard in front of hundreds of people at Primary's NYC Tech Summit yesterday in Manhattan. It's also a question we hear from industry leaders constantly.
Evan's answer: "We're deploying AI in factories every day, it's already happening. AI-native robots can handle variability that legacy robots never could: the part is different, or it's in a different place or different orientation. This has been the biggest barrier of entry for robots to date, they couldn't do anything unless the setup was perfect every time. Now it's a self-driving robot that can pick up any part you want in any location or orientation, autonomously.
But there's no single moment. Capabilities keep compounding, and adoption keeps accelerating, until there's an ineffable tipping point that everyone recognizes to be true. We're not there yet, but we're approaching it quickly, probably within the next 6-12 months.
It's also worth noting that ChatGPT didn't need to build a new platform to distribute its product. It scaled on the web and phones everyone already has.
Physical AI needs to build out its deployment infrastructure, the robots. Legacy robots weren't designed for AI, so everything has to be rewritten from the ground up. But the transition to physical AI has begun, and we're leading the wave to build out not only the frontier models but also the hardware platform that it will all run on.”