Kristina Shen
@kshenster
加入 April 2013
1.2K 正在關注 11K 粉絲
You can switch from Cursor to Claude on a whim. You can't switch out an installed robot fleet. In physical AI, the difficulty is the moat.
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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