Kristina Shen(@kshenster):Three approaches are racing to build robotics' data flywheel: foundation models (@physical_int @GeneralistAI @SkildAI), deployment-first (@UltraRobotics @FoundryRobotics @WatneyRobotics), full-stack (@RhodaAI @SundayRobotics @MindRobotics @WaldenRobotics). We think all three produce generational companies.

2026.08.20 18:20

Three approaches are racing to build robotics' data flywheel: foundation models (@physical_int @GeneralistAI @SkildAI), deployment-first (@UltraRobotics @FoundryRobotics @WatneyRobotics), full-stack (@RhodaAI @SundayRobotics @MindRobotics @WaldenRobotics). We think all three produce generational companies.

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

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