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Researcher's Guide to Physical AI

by Shubham Shrivastava
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Latest episodes

  • Ex-NVIDIA Team Rents a Robot Brain for $3 an Hour, SuperMimic Trains a Humanoid on One GPU

    October 24, 2026 · 14 min

    The four people who led NVIDIA's Groot research left, raised $90M as Dream Labs, and now rent their world-action model at three dollars a robot-hour, while their old lab published AW-0, which writes code, video and motions at once. Also: a…

  • Gemini Argon Comes Third on a Real Arm, Astra Stabs a Doll

    October 17, 2026 · 15 min

    Google DeepMind pitched Gemini 4 Argon as a model for every stage of building a robot; a day later Artificial Analysis put it and four other frontier models on a real arm, Argon came third, and three of the five scored zero on measuring a…

  • AI Models Fail 63 of 84 Robot Tasks, Waymo Borrows $5B

    October 10, 2026 · 12 min

    Five frontier AI models were put in charge of robots across 84 tasks, and 63 went unsolved by all of them; one announced its job was done and then kept raising and lowering an empty arm. Marc Raibert and Agility's Jonathan Hurst say…

  • Atlas Loses Its Pinky, Only One Humanoid in Eight Walks

    October 3, 2026 · 13 min

    Boston Dynamics taped its engineers' pinkies to their ring fingers for a day, then shipped Atlas a four-fingered hand built for manufacturing, repair and simulation, and a BTIG count says only 13% of this year's humanoids walk on two legs…

  • Black Forest Labs Beat NVIDIA, Figure's Rival Did the Maths

    September 26, 2026 · 14 min

    Black Forest Labs, the company behind the FLUX image models, put out the best open robot policy going and then paid an outside firm to run it blind on an arm it doesn't own: 28 of 30, against 13 for pi-0.5. Figure's home-robot success rate…

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  • Amodei Says Slow Down, Huang Says No, Figure Leaves the Lab

    September 19, 2026 · 12 min

    Dario Amodei asked the frontier labs to pace themselves, Sam Altman said OpenAI would match one commitment, and two days later Jensen Huang told the President on speakerphone "we're not going to let that happen, sir." The essay never…

  • Agility $1.8M of Robots, Skild $100M ARR, Depth for Free

    September 12, 2026 · 12 min

    A humanoid maker's books went public for the first time under securities law, and they show $1.8 million of robot sales against a $2.5 billion merger valuation, while the company selling robot software rather than robots reported…

  • NVIDIA Bought Hugging Face and Never Said Robots

    September 5, 2026 · 16 min

    NVIDIA agreed to buy Hugging Face for just under thirteen billion dollars, which puts the shelf almost every open robot model sits on inside the company that sells the chips those models train on. Its own announcement of the deal never…

  • Anthropic Wants to Sit Between AI and Machines

    August 29, 2026 · 16 min

    Anthropic previewed a driver specification that would let any model discover and operate a microscope, a laser or a robot arm, and in the limitations section of the same announcement it says the model can't reliably predict that shaking a…

  • Anthropic Aims for a Record IPO, Unitree Up 460%

    August 22, 2026 · 18 min

    Anthropic has told its bankers it expects the largest first-time share sale in history, and it is reportedly still trying to buy a world-model company for six billion dollars while it does. A private lab can fund a five-year bet on…

  • Your Simulator Has Never Seen a Robot Fail

    August 15, 2026 · 16 min

    About twenty researchers spent a paper writing down, formally, the rule that when you tell a learned simulator to move the robot's arm, the arm should move. Six of the open-source world models the field builds on don't reliably obey, and a…

  • Looks Like Physics, Isn't Physics, and World Action Models

    August 8, 2026 · 11 min

    Two teams tested, independently and in the same week, whether the video-generating world models robotics is betting on actually understand physics. They get the shape of a falling mug right and the numbers underneath it wrong, which…

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About the show

Every week, a deep-yet-accessible 15-minute briefing on what happened in Physical AI: robot foundation models, humanoids, manipulation, simulation, world models, and the research behind them. Built for researchers and curious newcomers alike, every episode gives you the background you need, then goes deep with concrete examples. Each episode ships with a long-form written deep dive. Every episode ships with a long-form written deep dive, full method details, benchmark numbers and links to every paper, at https://physicalaipodcast.co