The Wheel, the Cart, and AI Systems

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The wheel was a great invention. But not until it was combined with other wheels to create a usable cart was it an innovation. The wheel was a breakthrough; a moving, stable cart was a system. Systems create intelligent, scalable, and disruptive technology. Innovations are not new technologies. Breakthroughs are necessary, but it’s systems that are the solution. The value created by AI in the physical world is not scaling software. It is focus, discipline, and constraint within effective systems. The systems that endure will not be those that promise universality, but those that dominate specific economic niches, involve humans strategically, and survive year ten of operation.

Physical Intelligence

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Robotics and related technology are ready for deployment, but the industry hasn’t crossed the threshold into full-scale production. Computational breakthroughs in stunning demonstrations are attention-grabbing, but the realities of industry quickly take over. There is a gap between robotics and artificial intelligence (“physical intelligence”) as it transitions from potential to hardware delivery in a demanding industrial setting. Physical AI and its integration into robotics may become one of the largest markets in history. But it is an industrial problem whose solution is not on a software timeline. In other words, its commercial deployment requires much more systems integration and real-world constraints than a software slide deck contemplates.