Most robotics companies are building robots. Physical Intelligence is building intelligence that runs them — a $1B+ bet that intelligence, not hardware, is the true bottleneck in robotics.
Karol Hausman, Founder and CEO of Physical Intelligence and Michael Equi, Member of Technical Staff, joined Peak XV & Surge Immersion to share the vision behind one of the most ambitious startups in the world right now. In this session, they break down what that actually means: why a single general-purpose model trained across all robots and all tasks will outperform any specialist system, why open sourcing their models early was the highest-upside move they could make, and why the robots you see today are folding laundry without any memory whatsoever.
They also cover the questions keeping the field up at night: where the data will come from, why evaluation is getting harder as models get better, and why the industry is moving fast enough that accidents are probably coming before the technology is ready.
The final line says everything about what it means to work on a hard problem for a long time: once you see the light, you can't unsee it.
