Dwarkesh Patel

Today, I'm chatting with Sergey Levin, who is a co-founder of Physical Intelligence, which is a robotics foundations model company, and also a professor at UC Berkeley, and just generally one of the world's leading researchers in robotics, RL, and AI.

Sergey, thank you for coming on the podcast.

SERGEY LEVIN Thank you, and thank you for the kind introduction.

Let's talk about robotics.

So before I pepper you with questions, I'm wondering if you can give the audience a summary of where physical intelligence is at right now.

You guys started a year ago.

And what does the progress look like?

What are you guys working on?

And what's the year-by-year vision?

So one year in, now I got a chance to watch some of the robots, and they can do pretty dexterous tasks, like folding a box using grippers.

And it's like, I don't know, it's pretty hard to fold a box, even with my hands.

If you had to go year-by-year until we get to the full robotics explosion, what is happening every single year?

What is the thing that needs to be unlocked, et cetera?

So this grand vision, what year, if you had to give a median estimate?

Yeah.

Or 25 percentile, 50, 75?

And something being out there means what?

Like what is out there?

We already have LLMs, which are like broadly deployed.

And that hasn't resulted in some sort of like flywheel.