The Sequence Robotics #905: Who Builds the Robot Brain?

Substack · 2 months ago · 36 ● 13 sources

TheSequence launched a robotics section examining how AI models are adapted for physical robots, where failures carry real consequences unlike in software. The article frames the robotics AI landscape around three players: frontier labs with large models, robotics startups with real-world data and hardware, and infrastructure companies like NVIDIA building the ecosystem. Success in robotics depends not on model size but on reliably connecting reasoning to physical action in environments with gravity, friction, latency, and humans.