The FigureAI live stream was a mini ChatGPT moment for venture capital
Robotics funding has traditionally lagged AI funding but we’re seeing a new wave of investor interest like never before
This is going to flow down to data collection, supply chain build out, and a lot more talent entering the industry
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GPT-3 level robot foundation models already exist
It’s just not obvious because GPT-3 was only partially successful most of the time. That’s ok for some knowledge work but not for the work we need robots to do
GPT-5 level intelligence for robots we could see within a year because research compounds
We won’t necessarily have something that looks exactly like the ChatGPT moment for robotics, but the FigureAI livestream was close to that for a lot of people
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