🏠 Terminator's here

Figure has figured out

Gm! It’s Brett again. Last week I had the opportunity to visit the Open AI offices and ask Sam Altman if he thought AI is conscious and what the relationship between intelligence and consciousness is. There have been a lot of bad takes here but his was spot on “intelligence is an emergent property of matter and consciousness is a weird separate thing.”

🏠 Robotics

Humanoids rising

A Terminator-like robot looks increasingly possible 👀 

You've probably seen the videos of the new Figure 01 bot going viral. 

At first, I was like "cool, another robot that can do basic tasks." But after looking at the videos, this thing feels legit.

The magic is how it combines a language model (presumably GPT-4) with computer vision actually to analyze its surroundings and decide how to move. Most robots are just playing back canned routines. But Figure 01 is perceiving the world and dynamically figuring out how to manipulate objects. That human-like dexterity to gently grasp things is the holy grail roboticists have been chasing.

There are clearly still some latency issues they need to solve before this becomes a Terminator-level threat. But being able to autonomously break down abstract commands and execute them in the real world...that's a big leap forward.

This is an interesting take on the contrast between Figure and Boston Dynamics. 👇

Then you've got Tesla's Optimus robot which is meant for general purpose tasks and labor. But unlike Figure 1's end-to-end neural networks, it looks like Optimus still relies on OG techniques like teleoperation or waldos - basically a human pulling the strings to puppeteer the robot's motions remotely.

Case in point, if you look closely at that widely shared Optimus "laundry folding" demo from Tesla...you'll notice a human arm sneakily entering the frame, controlling its movements. 

At least for now - the race is still on and you know the Musk stans will cry "FUD!" But I'm impressed with what I've seen from Figure so far.

The Figure team's goal is to put humanoid robots in the workforce - doing undesirable labor or high-precision medical tasks. Definitely some exciting possibilities if we can get the ethics right.

The Big Picture: We're entering a new phase beyond narrow AI and pure language models — systems that can understand their environment and take physical actions based on that context.

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